Money Times Talk (MTTs) – 6/01/26

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Although Money Times recommendation have outperformed other media, stock brokers and research houses, the brief recommendations under Money Times Talk (MTT) cannot display ‘BUY’, ‘SELL’ or ‘HOLD’ recommendations. Readers should, therefore, exercise their own judgement and evaluate the future prospects of the stock given its past performance, industry prospects in the backdrop of a growing economy and in consultation with their investment adviser.

  • 2026 will remain volatile with uncertainty, corrections and intermittent shocks. Inflation risks persist. Long-term wealth will be built through discipline, patience and consistency, not by timing markets. Staying invested, avoiding noise and trusting fundamentals will remain key. Time in the market matters more than timing the market.
  • Friday night close: Dow +319, S&P +13, GIFT Nifty +53, signalling a flat-to-positive start for Indian markets on Monday. Investor sentiment remains weak as cash stocks slide daily, but as per astro view, strong cash stocks may see a fast-bullish phase anytime between 7-01-2026 and 16-02-2026.
  • Budget request: Appeal to the FM to cut LTCG to 10% from 12% and STCG to 15% from 20% to revive SMIDs and microcaps, in the interest of traders and long-term investors.
  • Alert: In 2025, only 2 large-cap funds beat Nifty 50 and just 4 mid-cap funds beat their benchmarks, raising concerns over MF narratives. As per market grapevine, aggressive chasing of high-PE IPOs and promoter offloading hurt portfolios, with 95% investors seeing 20%–80% erosion; if taxes are not rationalised in the Budget, money may shift from equities to bank FDs and precious metals, impacting SIP flows.
  • Gulshan Polyols received Rs.16.42 cr. incentives from MPIDC. With reserves of Rs.634 cr. vs equity of Rs.6 cr., promoter holds 66.71% and a sharp Q2FY26 PAT rise of Rs.15.75 cr., margins may improve on stable raw materials. Domestic focus limits tariff risk. Attractive at CMP vs ATH Rs.354.

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