Astro junction: Rahu remains in Dhanishta Nakshatra until 5th December 2026, while Saturn remains retrograde until 11th December 2026. This combination may result in wild volatility, with unexpected sharp rises and sudden falls, creating significant stress for traders and investors. Reduce F&O and options trading, avoid overtrading and leverage, and strictly avoid margin trading or MTF until December 2026. Be mentally and financially prepared for sudden gap-ups and gap-downs whenever volatility accelerates.
Guarantee at what cost? We love guaranteed returns, guaranteed income and guaranteed safety. But investing offers no certainty. Expenses, inflation, healthcare costs, education and future goals can all change. A guaranteed return may look comfortable, but if inflation exceeds the return, purchasing power quietly declines. Investing is therefore not about seeking certainty but managing probabilities. Instead of asking, "Which investment guarantees my return?", ask, "What is the probability of achieving my goal, and how can I improve it?" A Rs.1-3 crore goal 20 years from now cannot be planned using today's expenses alone. Income, lifestyle, inflation and markets will change. Disciplined planning, diversification, patience and staying invested can improve the probability of achieving long-term financial goals. Don't build your financial future around guarantees; build it around probabilities.
Sensex has gone 697 days without hitting a new all-time high, making it the 4th-longest pause of the 21st century. Previous instances were 1,089 days from November 2010 to October 2013, 1,030 days from January 2008 to November 2010, and 792 days from January 2015 to March 2017. The current 697-day phase from September 2024 is ongoing. Long consolidations do not last forever sooner or later, they resolve into either a breakout or a breakdown.
Stock picking alone doesn't create wealth. Allocation, conviction and risk management are equally important. Allocate 60-70% to 5-7 high-conviction stocks and keep 30-40% for opportunities, momentum calls and active circulation. Start with only 2-3% per opportunity. On every 20% rise, book around 50% profit and circulate the capital. into new opportunities. This approach helps book profits regularly, reduce risk, maintain liquidity and participate in multiple opportunities. Build wealth while protecting capital. Even 1-2 conviction stocks delivering 50-100X over the long term can potentially create substantial wealth.
Alert investors/traders: HDFC Bank is making multi-month and multi-year lows, while RII, Bharti, IT and FMCG stocks continue to fall. Flls continue to pile on shorts, while companies are increasing supply through block deals and QIPs. Bank FDs, post office schemes and gold remain preferred, while Indian equities continue to struggle. Indian IT stocks have lost over Rs.1 lakh crore in market cap this week. Time for SIP investors to review 1-year, 2-year and 3-year mutual fund returns. The lack of even a green shoot in Indian markets highlights the challenging macro environment. The government should consider reducing STT and LTCG; otherwise, frustrated investors may reduce mutual fund and SIP investments, with market grapevine suggesting that too many SIPs could be closed before 31st December 2026.
Biggest mistake: Continuously adding more stocks, over-diversifying, having no allocation strategy and ignoring profit booking. The market doesn't make you rich by owning more stocks; wealth comes from owning the right stocks with proper allocation. Stock selection finds the opportunity, allocation creates wealth, risk management protects it and patience multiplies it.
Myth of the best: In 99% of life's decisions, "best" is often a misnomer. Morphine may be a powerful painkiller, but it is certainly not the right choice for a simple headache. The same applies to investing. There is no permanently "best" mutual fund, stock or health insurance plan. Needs and circumstances change. Disciplined planning, adequate diversification, patience and staying invested can significantly improve the probability of achieving financial goals.
Arrow Greentech is India's largest Water-Soluble Films manufacturer with 21 global patents. Q1FY27 revenue and profit nearly doubled YoY and QoQ. Expansion underway at Dahej-II. AGM on 18th September and ex-dividend on 15th September 2026. May give decent short-term returns.
Atlanta Electricals secured Rs.193.92 crore LOI and Rs.285 crore order, taking backlog to Rs.3,117 crore. Q1 FY27 EBITDA/PAT rose 58%/50% and Rs.340 crore debt was repaid. Stock looks attractive at CMP versus its 52-week high of Rs.2,200. AGM on 21 September 2026.
Blackrose is progressing its PAM solid project and downstream acrylamide products, while its specialty amines project with Koei Chemical is under evaluation. 200% interim dividend for FY27 is a positive. Stock looks attractive at CMP versus its all-time high of Rs.239.
Chemcon Speciality Chemicals reported a strong start to FY27, supported by better realisations, newer products and customer traction. Stock looks attractive at CMP versus its all-time high of Rs.731. AGM on 17th September 2026.
DCB Bank received RBI approval for ICICI Prudential Asset Management Company to acquire up to 9.95% stake. Big positive. Keep on radar.
DMCC Speciality Chemicals reported FY26 PAT of Rs.27.33 crore and paid a 25% dividend. Stock looks attractive at CMP and may surpass its 52-week high of Rs.333.
Haldyn Glass has entered the growing coloured beer bottle segment, further diversifying its product portfolio. Stock looks attractive at CMP versus its lifetime high of Rs.189.
IRB Group reported 25% YoY growth in August toll revenue to Rs.807 crore from Rs.646 crore, supported by traffic growth and tariff revisions. Keep on radar.
Jyoti Ltd. entered the electric bus motor segment through a German technology-transfer agreement and secured Rs.9.52 crore of orders from Megha Engineering. Stock looks attractive at CMP versus its high of Rs.208 and may offer multibagger returns over the medium to long term. AGM on 24th September 2026.
Morepenlab reported record Q1 FY27 performance with EBITDA/PAT growth of 207%/394%, supported by API recovery, exports, CDMO and Medical Devices. Stock looks attractive at CMP versus its lifetime high of Rs.222.
RBL Bank submitted its US$1 billion EMTN programme offering circular, with CareEdge assigning a 'BBB+/Stable' rating. Keep on radar.
Sukhjit Starch & Chemicals signed an MoU for a 1,200 TPD maize processing unit in Nashik with around Rs.500 crore capex. Stock looks attractive at CMP versus its 52-week high of Rs.231.
VA Tech Wabag secured a medium-sized RIL order for an Effluent Treatment Plant at Jamnagar, to be completed in 13 months. The repeat order strengthens its RIL relationship.
➤ Ambica Agarbathies Aroma & Industries reported 604% higher FY26 PAT and has an optimistic FY27 outlook. Promoter allotment of 8,48,600 shares at Rs.25 is a positive confidence signal. At Rs.25, attractive versus high of Rs.48.
Arrow Greentech is debt-free and a regular dividend payer. Q1FY27 PAT surged 269% QoQ to Rs.27.43 cr. from Rs.7.44 cr., while FY26 dividend was 50%. Above Rs.854, Rs.880-920 range may open. AGM on 18-9-2026. Keep on radar.
Black Rose Industries has Rs.164.34 cr. reserves and 75% promoter holding. Q1FY27 PAT rose 145% YoY to Rs.10.40 cr. and interim dividend doubled to 200%. New capacity, Japanese amines partnership and PAM project offer strong earnings visibility. At Rs.115 versus lifetime high of Rs.239, attractive with multibagger potential.
Chemcon Speciality Chemicals has Rs.447 cr. reserves and 74.47% promoter holding. Q1FY27 PAT rose 72% to Rs.11 cr. New organic chemicals, product expansion and cost efficiencies support FY27 growth. At Rs.192, attractive versus 52-week high of Rs.295. AGM on 17-9-2026,
Haldyn Glass has Rs.229 cr. reserves and paid 70% dividend. Q1FY27 PAT rose 90% to Rs.10.26 cr. on income of Rs.138.69 cr. Coloured beer bottles offer a new growth trigger. At Rs.145 versus all-time high of Rs.189, attractive.