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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.
- As per market veteran expects double-digit corporate earnings growth only in FY27. Interest rate cuts in 2026 likely smaller than 2025. Gold and silver may rise. Mid-caps may outperform. Avoid panic selling, leverage, high PE IPOs, or expensive SME stocks; focus on savings and long-term horizon.
- Alert: Something strange is happening in India’s IPOs markets: In 2025, 63% of IPO funds went to promoters/PE via offer-for-sale, not to companies. Examples: LG Electronics India Rs.11,607 cr., WeWork India Rs.3,000 cr., Tata Capital Rs.15,500 cr., Lenskart Rs.7,200 cr. Many companies show one-time profits just before IPO to attract investors, which vanish post-listing (e.g., Urban Company, Mamaearth, DroneAcharya). Retail investors get trapped by hype from brokers, media and finfluencers. Do your due diligence, avoid blindly applying, or consider selling in grey market before applying.
- Sell mistakes in boom times. Falling in love with popular brands can backfire as competition from global giants and new-age entrepreneurs grows. Examples: Bata India Q2FY26 revenue Rs.801 cr., NP Rs.14 cr., PE 67.5; Relaxo Q2FY26 revenue Rs.629 cr., NP Rs.36 cr., PE 58. Both likely to stagnate; better to invest in high-growth, undervalued stocks.
- Anant Raj signs Rs.4,500 cr. MoU for Andhra Pradesh data centre project in two phases with APEDB support. Strong potential; may surpass highs when sentiment stabilizes.
- NBCC receives fresh orders worth Rs.665.38 cr. for redevelopment and renovation projects in Ghaziabad, Kanpur, Lucknow, and NFSU/ICAI facilities. Keep on radar.
