- As per a market veteran, many investors hesitate to exit loss-making stocks because booking losses is painful. However, shifting capital to businesses with stronger earnings visibility can create better long-term wealth. Quick profits may feel exciting, but steady compounding wins over time. Focus less on making money and more on protecting capital, as disciplined investing ultimately delivers superior long-term returns.
- As per market grapevine, weak market sentiment requires policy support and stability. Persistent FII selling is also influenced by rupee depreciation. A reduction in STT, STCG and LTCG taxes could improve the attractiveness of Indian equities for foreign investors.
- Big Alert: IPOs worth nearly Rs.35,000 cr. are expected in August. Large primary market fund mobilization could temporarily reduce liquidity in the secondary market and keep broader market participation subdued.
- F&O Alert: On the 28 July monthly expiry, several options witnessed extraordinary moves, including HUL 2100 PE (0.55 to 85.50), Radico 4200 CE (0.05 to 120), DMart 4000 PE (4.05 to 252.60) and many others. Such extreme volatility highlights the high risk in F&O, options and MTF-based trading, which can rapidly erode retail capital.
- Investment Lesson: Information is no longer the edge—everyone has access to the same reports, con-calls and charts. The real advantage lies in discipline, patience and emotional control. Long-term wealth is created through sound capital allocation, consistent investing and letting compounding work, not by excessive trading.
- Astro Junction: Rahu entered Dhanista Nakshatra on 2 August 2026 and will remain there until 5th December 2026. This period may witness sharp and unexpected market swings. Avoid overtrading, leverage, margin funding (MTF) and excessive F&O exposure.
