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May 05, 2025
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- For the first time, DIIs have overtaken FIIs in Indian equity ownership as of 31st March 2025 — DIIs at 16.91% vs FIIs at 16.84%, marking a proud milestone.
- As per market grapevine, the week remained dull amid 1st May holiday and war fears with Pakistan; retail participation dropped, volumes dried up, and broader markets saw heavy sell-off while indices stayed resilient. FPIs reduced their short positions sharply to just 10,000 contracts (from 2 lakh earlier), even as DIIs remained buyers. Notably, 3 lakh Nifty shorts were seen from Gift City, indicating pros are heavily short despite war jitters.
- Jesse Livermore’s core selling rules: 1. Exit when the trend breaks—don’t wait for confirmation. 2. Cut losses fast; never average down 3. Don’t hold falling stocks—avoid becoming an involuntary investor 4. Don’t sell just because it’s “high”—ride strength in a strong market 5. Short at new lows—downtrend confirmation is key.
- New Mutual Fund Tax Rules – FY26: While returns may stay stable, tax rules have shifted. Dividends now taxed at: Individuals up to 30% (as per slab), corporates up to 30%, NRIs at 20%. Capital Gains – From 1st April 2025: Equity schemes – STCG (≤12 months) at 20%, LTCG (>12 months) at 12.5% (Rs.1.25 lakh/year exempt). Specified Debt Schemes: Bought after 1st Apr 2023 – STCG = LTCG = 30%; before – LTCG at 12.5%, no indexation. Unlisted & Non-Specified Funds: Long term after 24 months; STCG = 30%, LTCG = 12.5%, no indexation. Additional Points: No indexation for any fund, surcharge may push tax up to 37% for HNIs, TDS 20%+ if no PAN, STT 0.001% on equity redemptions. Bottom line – small rule tweaks, big impact. Time to review your MF strategy.
- As per market grapevine, SME stock manipulation ran deep — operators accessed daily shareholder lists, orchestrated buys, and tightly controlled floats. Illegal PMS were operated, with investors paying cash premiums for private placements, believing they were getting in on investment genius. In reality, this was a full-blown scam, with retail investors left trapped in overpriced IPOs. Despite losses, regulators stayed silent, allowing fraudsters to thrive while thousands of companies vanished post-IPO, enriching promoters at the expense of retail investors.
- Bajaj Finance (CMP: 8862) announced a 1:2 stock split and 4:1 bonus issue. One share becomes 10 post actions, with the adjusted price at Rs.888. A smart move to boost liquidity, attract retail investors, and widen shareholder base.
- Story of BSE listed on NSE: BSE turned Rs.2.04 lakh into Rs.48 lakh+ in 8 years post IPO at Rs.806 in 2017, thanks to strong growth and timely bonuses (2:1 in 2022 and again on 30th Mar 2025). A clear example of the power of patience and investing in the right stock at the right time.
- “I'm wrong on my trades just as often as I'm right. My long-term success is due to three things” - Mark Minervini: 1. When I'm wrong, I change my position, even if my mind doesn't change. 2. I never stay wrong very long. 3. I make lots of errors, but I avoid the big errors.
- As per astrology view, some important turning dates are 5, 12, 16 & 19th May 2025.
