- IT sector: AI or slow growth: 1) TCS: 5.5Yr low. 2) Infosys: 5.5Yr low. 3) Sonata Soft: 5Yr low. 4) Happiest Mind: 5Yr low. 5) Mastek: 5 Yr low. 6) Tata Elxsi: 4.5Yr low. 7) KPIT Tech: 4.5Yr low. 8) LTTS: 4Yr low. 9) Wipro: 3.5Yr low. 10) Mphasis: 3Yr low. 11) Cyient: 3Yr low. 12) Nucleus Soft: 3Yr low. 13) Sasken Tech: 2.5Yr low. 14) HCL Tech: 2Yr low. 15) Coforge: 2Yr low. 16) OFSS: 2Yr low. 17) LTIM: 1Yr low. 18) Persistent System: 1Yr low. 19) Eclerx: 1Yr low. 20) Hexaware: life low. 21) Tata Tech: life low
- IPO dreams sold at the top: Physicswalla 50% down. Olaelectric 85% down. Firstcry 71% down. Swiggy 52% down. Meesho 43% down & many 100+ IPOs now in huge down.
- Stock market learning from war situation shows oil & gas surge hitting India the most, global markets turning highly volatile, inflation rising and sectoral divergence where energy and defence outperform while others lag. Markets move on fear, news and supply shocks so tracking crude, gas, rupee, gold and indices is key.
- As per market grapevine, war likely to prolong with continued volatility and downside risk for India if it extends 20–25 days, with global sentiment remaining weak.
- As per the brilliant K V Kamath: 1) The Iran War crisis will end soon in few weeks. 2) Crashing rupee not a concern, no one complaining. 3) LPG shortage very temporary, will resolve fast. 4) Many Indian metros to be better than those in the West by 2035. 5) Indian growth story extremely strong in long-run.
