- As per market grapevine, stocks to watch for potential short-term returns include Atlanta Electricals, Butterfly, DCB Bank, GPPL, HFCL, INDORAMA, JAYNECOIND, Jyoti, Lords Chloro, Rajesh Power, RBL Bank, RDBRL, Shetron, South West Pinnacle Exploration, Talbros Engineering and Vilas Transcore. Keep them on the radar/watchlist.
- Big alert: The market is in a challenging phase similar to September 2024–February 2025, with many breakouts failing and stocks retreating after brief post-result rallies. Book profits promptly, retain cash for lower-level opportunities and prioritise capital preservation amid global trade uncertainty. Avoid FOMO, cash-market stocks and small-/mid-cap mutual funds for now, as per market grapevine. Invest or trade only after due diligence and at your own risk.
- Major relief for India: US President Donald Trump reportedly signed an executive order pausing a proposed Russia-related sanctions package. The waiver could suspend provisions that might impose additional tariffs of up to 100% on goods from major buyers of Russian crude and natural gas, including India, for qualifying new purchases.
- As per market grapevine, five value stocks for the watchlist amid weak sentiment: (a) GPPL – attractive at Rs.166: Reported Q1 PAT grew 65% YoY and paid a 104% dividend for FY26. Q2 FY27 container volumes reached 192,000 TEUs versus 164,000 a year earlier, while H1 volumes grew to 360,000 TEUs from 328,000. NRI, HNI, DII and FII investors hold 41.56%. (b) INDORAMA – attractive at Rs.97: Q2 PAT reportedly grew 202%, with Rs.200 cr. in capex planned and an optimistic outlook for the remaining six months. (c) JAYNECOIND – attractive at Rs.100: Q2 FY27 PAT more than doubled to Rs.230 cr., supported by Rs.720 cr. in capex and a Rs.200 cr. promoter warrant subscription. (d) SHETRON – attractive at Rs.109: Trades at around 10x forward P/E. New production lines in Mumbai and Bengaluru could support H2 revenue growth, making it a potential packaging-sector value play. (e) South West – attractive at Rs.201: Rising demand for crude, coal and minerals could support its growth outlook, with potential to revisit its previous high of Rs.288.
- Huge negative: Brent crude around $109–110 is a major concern for India’s economy and equity mutual fund investors. El Niño-related drought risks and continued IPOs, OFS and QIPs could further strain liquidity. If the US Federal Reserve raises interest rates on 28-10-2026, investors may reduce SIPs or shift money from equity mutual funds to bank FDs and bonds, as per market grapevine.
- FM Sitharaman meets global investors. The FM held a roundtable with JPMorgan Chase, BlackRock, Deutsche Bank, IO, ADIA, Carlyle, Temasek, Millennium Management, Citadel and Brevan Howard to discuss reforms, market developments, AI and global capital flows into Indian assets. Investors expressed confidence in India’s growth story and stressed predictable, fiscally prudent policies and infrastructure development.
