👉🏻*MONEY TIMES TALK*👈🏻
*29.08.2026*
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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 astrology view, important turning dates are 1, 4, 7, 9 & 11th September 2026. With the Solar Eclipse on 12th August and Lunar Eclipse on 28-8-2026, unexpected sharp rises and falls may continue till 31-12-2026. Reduce F&0/options trading, avoid overtrading, leverage and MTF.
➤ Friday night closing: Dow closed-9 pts., Nasdaq -139 pts., S&P-19 pts. and Gift Nifty down 30 pts. at 24282, signalling a mild gap-down opening in Indian markets on Monday, subject to weekend developments.
➤ As per market grapevine 5 value buys: A) Chemcon Speciality Chemicals at Rs.198, paid 65% dividend for FY26,
all-time high Rs.731. B) Haldyn Glass at Rs. 139, paid 70% dividend for FY26, all-time high Rs. 189. C) IVP Ltd at Rs.192, paid 15% dividend for FY26, PE only 6x, all-time high Rs.290. D) Jyoti Ltd at Rs.63, PE just 8.5x, all-time high Rs.208. E) Northern Spirits (NSL) at Rs.127, PE 7x and forward PE 5x, cum dividend, life-time high Rs.576. May give decent returns in the next 30-40 days. Just keep on radar/watch list.
➤Wealth wisdom: A job can become uncertain, property can remain unsold, gold can underperform and equity markets can test patience. No asset works all the time, which is why a good financial plan spreads risk across assets. Creating wealth is one part; protecting and managing it is another. Like a Rakhi represents protection, wealth also needs discipline, patience and purpose. Protect your wealth and focus on reaching your financial destination safely.
➤ Fed Chairman Kevin Warsh delivered a hawkish keynote, stating that policymakers "have work to do" if underlying inflation does not firmly return to the 2% target. Following the speech, trader expectations for a September rate increase rose to around 58%-60% from about 35% earlier. The Fed meeting is scheduled for 15th and 16th September 2026.
For F&O and option retail traders: Market conditions remain extremely difficult, with CAS, ESM/GSM and index movements creating uncertainty. Only selected broader-market stocks are showing strength, while retail traders are losing confidence. As per market veteran, GOI/SEBI's efforts to reduce retail participation in options may help control losses and allow traders to focus on investments.
➤ Agar apka stock Nifty mein hai hỉ nhi, to Nifty se stock ka kya lena dena? Largecaps/index stocks are struggling to deliver double-digit growth, while the broader market is showing better results. As per market grapevine, the market may remain highly volatile with a sell-on-rise mood amid Al concerns, lack of growth, weak monsoon, heavy IPO supply, block/bulk deals, OFS, QIPs, rupee weakness and rising inflation. Time being, focus on selected growth-oriented stocks with strong Q1 EBITDA and optimistic Q2FY27 outlook, along with good IPOs. Chemcon Speciality Chemicals, Haldyn Glass, IOLCP, IVP Ltd, Morepenlab, Jyoti Ltd, Nocil, NSL, SIMMOND, SNL, TNPETRO and TGVSL may give good returns in the next 2-3 months. Just keep on radar/watch list.
Big negative for bulls and investors: Concerns over a potential decline in domestic crop production due to El Niño, along with Skymet's 70% drought probability, could push inflation higher and sharply reduce purchasing power, creating a major negative for the Indian economy, bulls and investors.
➤ Alert-alert-alert big bloodbath for retail investors in SME IPOs: Investing in SME stocks without proper research
and due diligence can lead to severe capital losses. Q&T Foods listed on 14-8-2026, down 26% from its IPO price; Sham Foam listed on 18-8-2026, down 38%; Jivial Industries listed on 1-7-2026, down 58%, with many more examples.
➤ As per market grapevine, stocks to watch for short-term returns include Atlanta Electricals, Anantraj, Blackrose, Chemcon Speciality Chemicals, DCB Bank, Haldyn Glass, HFCL, HSCL, IOLCP, IVP Ltd, Jyoti Ltd, Morepenlab, Nocil, NSL, RBL Bank, Sarlapoly, Simmonds Marshall, SNL Bearings, TGVSL, TNPETRO and Vodafone Idea. Just keep on radar/watch list.
Alert investors/traders: Despite crude remaining stable, USDINR and bond yields not rallying and global markets
staying strong, Indian markets continue to struggle. HDFC Bank, RIL, Bharti and IT stocks remain under pressure, while Flls continue to build shorts and companies keep supplying shares through block deals/QIPs. Investors should review 1-year, 2-year and 3-year returns of mutual funds and equities. Government should consider reducing STT and LTCG to revive investor sentiment and support mutual funds and SIP participation.
➤ As per market veteran, GOI/SEBI's efforts to reduce retail participation in options to control losses are positive for retail investors. It is better for retailers to stay away from F&O and option trading after CAS and focus on long-term investments rather than risk destroying their entire capital.
Friday, 28-8-2026, witnessed bullish breakouts with volumes in Atlanta Electricals, Haldyn Glass, IOLCP, Morepenlab and TNPETRO. Just keep these 5 stocks on radar/watch list for Monday.
➤ Very dangerous for option traders: On 25-8-2026, Dixon 15,000 Call for August expiry moved from 10 paise to 90 paise during CAS, turning roughly Rs. 1,000 into Rs.12 lakh in 5 minutes. Such wild moves can wipe out retail capital.
➤ For profitable trading journey. 1. Cut losses: Never let a small loss turn into a big one. Protect capital with stop-losses and exit quickly if the trade goes wrong. 2. Ride winners: When you're on the right side of the market, let profits grow. Don't exit too early, as big gains often come from fewer trades that run longer. 3. Keep bets small: Risk management is key. Never risk more than 1-2% of your capital on a single trade to ensure survival through multiple losing trades. 4. Follow the rules without question: Discipline matters more than predictions. A trader's edge comes from consistently following a strategy, not gut feelings. 5. Know when to break the rules: Markets are dynamic. With experience and deep skill, there may be rare situations where adapting the rules can maximise returns.
If your strategy is "I won't check my portfolio because markets are down", something is wrong. Review holdings periodically, retain fundamentally strong stocks and replace weak ones after evaluating financials, management and future prospects.
➤ Big negative for the Indian economy & bulls: A strong El Niño has raised the risk of a weak monsoon, while deficient September rainfall could hurt Kharif yields, push inflation higher and reduce purchasing power and demand.
➤ Why asset diversification matters: Equities, gold, debt and cash react differently to market conditions. A balanced portfolio can protect wealth during volatility. Never deploy all capital in one trade, maintain a suitable stop-loss and size positions according to your risk appetite.
➤ As per market veteran, everyone says "buy on dips", but smart investors also "sell on the rise". Profit becomes real only when booked. Simply continuing to buy is not a strategy; disciplined profit booking is equally important.
➤ Everyone talks about profits, but loss booking is equally important. Taking a small, controlled loss protects capital, controls emotions and creates an opportunity to re-enter better setups. Cut losses early and let profits grow.
➤ Alert-alert-alert: Gensol Engineering fell to Rs.17 from Rs.1,375, Trident Techlabs to Rs.105 from Rs.1,670, VPRPL to Rs.24 from Rs.345, GSM Foils to Rs.80 from Rs.293, Teerth Gopicon to Rs.16 from Rs.773, Kore Digital to Rs.88 from Rs.954, RBM Infracon to Rs.221 from Rs.1,048, Varanium Cloud to Rs.5 from Rs.392 and Taylormade Renewables to Rs.56 from Rs.856.
