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July 14, 2025

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As per astrology view, some important turning dates are 14,16, 18, 21, 25 & 31ST July 2025.
SEBI ramps up its largest-ever crackdown on pump-and-dump schemes—200+ privately listed firms under investigation. Over 150 mobile devices and 100+ computers being analysed; 80+ locations searched. SEBI is also in active talks with Google, Telegram, YouTube, and others to curb unregistered finfluencers and market manipulation.
JP Morgan CEO Dimon says U.S. economic data is nearly unreadable, warns tariffs are inflationary and AI will disrupt jobs and industries. Adds, "JPM won't do well if the U.S. doesn't." Long-term caution advised.
As per market veteran, the ones who do their own research ahead of the street make money; those chasing volume and TV advice lose it. Tips dominate in India, but globally, serious investors value research. 99% fall in the trap, only 1% gain.
As per market veteran, FOMO-driven investing leads to poor entries, panic exits and mental stress. He advises: if you don't understand the business, stay out—clarity beats speed in wealth creation.
SEBI’s rationalisation steps—lot size hike (2x–3x) and reduction in weekly expiries (5 to 2)—led to a 65% drop in F&O volumes, falling from 65.06 lakh avg. in H2-CY24 to 20.68 lakh in H1-CY25, offering much-needed relief to retail investors. The shift indicates a structural change in retail participation, nudging investors towards long-term investing over speculation.
Kotak Investment Advisors – 12-Month Outlook: 1. Expects financials, capital goods, and select midcap pharma to outperform over the next year. 2.Raised mid/small-cap exposure from 25% to 30% on hopes of earnings rebound post tepid FY25. 3.Maintains 80:20 allocation between domestic and international equities. 4.Overweight on financials, favouring well-managed NBFCs; expects consumption recovery backed by fiscal support and better monsoon. 5.Positive on Gold and Silver for portfolio diversification
FIIs – Wait & Watch Mode for Emerging Markets?: 1.Trump imposes 50% tariffs on Brazil, raising global trade concerns. 2.India in talks with global delegations on new trade agreements. 3. Dollar Index below 100 – a strong setup for EM inflows. 4.Q1 earnings kick off with weak IT performance. 5. FIIs continue holding BFSI, but signs of churn visible. 6.SEBI crackdown on Jane Street dents F&O volumes. 7. India opens $639 bn credit market for global funds. 8. JP Morgan may cut China and India exposure in EM bond index. 9.Nifty valuations appear stretched if earnings disappoint. 10.FIIs pulled out over Rs.5,000 cr. in July. 11.Q1FY26 earnings expected to remain soft and below estimates.
SEBI’s rationalisation in F&O—lot size hike (2x–3x) and reduced weekly expiries (5 to 2)—led to a sharp 65% drop in contracts traded, from 65.06 lakh avg. in H2CY24 to 20.68 lakh in H1CY25, curbing speculative losses by retailers.
India’s m-cap to GDP ratio at 139.07% is well above its 10-year avg. Stock movement till 16th August will largely depend on Q1FY26 results and upcoming tariff-related cues. Market may stay muted near term.
NSE F&O turnover hits multi-year lows; weekly expiry turnover falls to 18-month low. July 10 turnover was 14% lower w-o-w. As per market veteran, this shift shows retailers moving from speculation to long-term wealth creation.
Groww and Zerodha lose 11 lakh active traders in H1CY25, indicating the harsh reality that most retailers lose in F&O and options.
Top companies gave 0% returns over 3 years 1) TCS. 2) Infosys. 3) HUL. 4) Adani Ent. 5) Avenue Supermart. 6) Dabur India. 7) IndusInd Bank. 8) UPL. 9) Gujarat Gas. 10) Tata Chemicals. 11) Devyani Intl. 12) Kansai Nerolac. 13) Fine Organics & many more.
In 29th March 2025 MTTs, Aries Agro given at Rs.254 touched Rs.372 - a gain of 46%, Him Teknoforge given at Rs.159 touched Rs.234 a superb gain of 47%, Indo Amines given at Rs.115 touched Rs.176 superb gain of 53%, India Pesticides given at Rs.134 touched Rs.233, a superb gain of 74% during the week.
In 5TH Apri MTTs,l Akar Auto given at Rs.99 touched Rs.172 - a big gain of 74% in very short time. Now it is better to book profit in Akar Auto. Ruchira Papers given at Rs.121 touched Rs.149.
In 12TH April MTTs, GIPCL given at Rs.177 touched Rs.224 - a gain of 27%, Ruchira Papers given at Rs.121 touched Rs.149.
In 10TH May MTTs, Hind Rectifiers given at Rs.910 touched Rs.1451 - a bumper gain of 59%.
In 17th May MTTs, Parag Milk Foods given at Rs.214 touched Rs.242, Ramky Infra given at Rs.512 touched Rs.620 - a gain of 21%, Resonance Specialities a company of IPCA Lab given at Rs.88 touched Rs.124 & still at Rs.113 cum dividend looks very good.
In 24TH May MTTs, Cochin Minerals given at Rs.294 touched Rs.338, VRL Logistics given at Rs.577 touched Rs.613 during the week.
In 7th June MTTs, GIPCL given at Rs.198 touched Rs.224, Simmonds Marshall given at Rs.125 touched Rs.159 & still at Rs.145 looks very good.
In 21st June MTTs, India Nippon Electrics given at Rs.707 touched Rs.791, Simmonds Marshall given at Rs.125 touched Rs.159 & still now at Rs.145 look very good, Sportking given at Rs.107 touched Rs.121, Univastu India given at Rs.232 touched Rs. 310 & still now at Rs.290 looks very, Vaxfab Enterprises given at Rs.14.79 touched Rs.18.48 during the week.
In 28TH June MTTs, Bright Brothers given at Rs.328 touched Rs.389 - a gain of 19%, Himtek given at Rs.199 touched Rs.234, Modern Insulators given at Rs.104 touched Rs.118 & even at now Rs.109 looks very good, Munjal Showa given at Rs.131 touched Rs.160, Nitin Spinners given at Rs.386 touched Rs.410, Riddhi Corporate Services given at Rs.63 touched Rs.71, * during the week.
Last week in 5TH July MTTs, Arkade Developers given at Rs.194 touched Rs.209, Allied Blenders given at Rs.433 touched Rs.454, Ashapura Minechem given at Rs.447 touched Rs.477, CG Vak Software given at Rs.266 touched Rs.279, Cochin Minerals given at Rs.316 touched Rs.337, , Marathon Nextgen given at Rs.668 touched Rs.731, Multibase India given at Rs.281 touched Rs299, Rupa & Company given at Rs.218 touched Rs.228 & still now at Rs.214 looks very good, Univastu India given at Rs.237 touched Rs.310 & still now at Rs.290 looks very good, Vascon Eng. given at Rs.53 touched Rs.56, VST Trillers given at Rs.3956 touched Rs.4834 a bumper gain of 22% during the week.

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