- As per market veteran: Money is made by those who research ahead of the street and lost by those who chase volumes and TV tips. Barely 1% belong to the former and 99% to the latter — this is how distribution happens and portfolios get loaded. Tips are big business in India, while research remains the real wealth creator globally.
- Alert: India’s market-cap-to-GDP ratio is around 130.33%, well above its 10-year average, while Q3FY26 results for nearly 90% companies remain muted amid global uncertainty. Stay cautious, stay light, avoid leverage and keep commitments low until the India–US trade deal is officially signed.
- Companies with major revenue from US: 1) Pokarna: 80%. 2) Mphasis: 80%. 3) Persistent: 80%. 4) Granules: 77%. 5) Indo Count: 75%. 6) Vaibhav Global: 70%. 7) Gokaldas Exp: 70%. 8) Natco: 70%. 9) Welspun Living: 65%. 10) LTTS: 60%. 11) Gland Pharma: 55%. 12) Garware Hitech: 50%. 13) Anup Engg: 50%. 14) MTAR: 50%. 15) Aurobindo Ph: 47%. 16) Dr Reddy: 45%. 17) LT Foods: 45%. 18) Sona BLW: 43%. 19) Bharat Forge: 40%. 20) RK Forging: 40%.
- Alert: Despite the budget and trade-deal events, markets show no enthusiasm as selling pressure caps every small rise due to lack of fresh buying. As per market grapevine, meaningful buying in cash stocks may emerge only after the official India–US trade agreement, likely by end-March or early April.
- Friday night closing: Dow hit a lifetime high, closing up 1,207 pts, Nasdaq +491 pts, S&P +134 pts, while GIFT Nifty rose 176 pts, signalling a gap-up opening for Indian equity markets on Monday. Trump stated that the U.S. held constructive talks with Iran, indicated Iran is keen on a deal, with another meeting scheduled next week and sufficient time available to conclude an agreement.
