Friday, 27 March 2026

๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

๐Ÿ“Š 100 Years of Uncertain Events Globally vs Stock Market

World War II (1939)
→ Market Fall: ~25%
→ Recovery Time: ~2 Years

Korean War (1950)
→ Market Fall: ~12%
→ Recovery Time: ~4 Months

Vietnam War Escalation (1965)
→ Market Fall: ~10%
→ Recovery Time: ~3 Months

Yom Kippur War (1973)
→ Market Fall: ~17%
→ Recovery Time: ~8 Months

Iran–Iraq War (1980)
→ Market Fall: ~14%
→ Recovery Time: ~6 Months

Gulf War (1990)
→ Market Fall: ~18%
→ Recovery Time: ~4 Months

Kargil War (1999)
→ Market Fall: ~12%
→ Recovery Time: ~2 Months

9/11 Terror Attack (2001)
→ Market Fall: ~16%
→ Recovery Time: ~3 Months

Iraq War (2003)
→ Market Fall: ~9%
→ Recovery Time: ~2 Months

Global Financial Crisis (2008)
→ Market Fall: ~60%
→ Recovery Time: ~18 Months

COVID Pandemic (2020)
→ Market Fall: ~38%
→ Recovery Time: ~7 Months

Russia-Ukraine War (2022)
→ Market Fall: ~15%
→ Recovery Time: ~4 Months

Israel-Hamas War (2023)
→ Market Fall: ~6%
→ Recovery Time: ~1 Month

๐Ÿ’ก Biggest Lesson
Markets react to Greed & fear….....
One thing is Certain in UnCertain Times,
the Biggest Wealth is Make in Uncertain Times...
By: via ๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

*News Headlines from Business News Agencies :*

*Business Standard :*

๐Ÿ“ India delays coal flexibility plan as solar power curbs rise: Report

๐Ÿ“ ONGC plans $20 billion deepwater push amid energy security concerns

๐Ÿ“ REC board approves ₹1.6 trillion market borrowing programme for FY27

๐Ÿ“ Ceigall India signs PPA with Maharashtra discom MSEDCL for solar projects

๐Ÿ“ Indian refiners seek alternatives to US dollar for Russian oil payments

๐Ÿ“ Kiwi appoints Sumeet Basrani as new CBO to scale credit-on-UPI business

๐Ÿ“ Daily AMC repo volumes rise sharply in FY26, expected to double in FY27

๐Ÿ“ Brigade Enterprises eyes ₹1,100 cr revenue from Bengaluru housing projects

๐Ÿ“ OnePlus India CEO exits amid restructuring buzz

๐Ÿ“ Maruti Suzuki India to scale up rail-based dispatch to 35% by FY31

๐Ÿ“ Tata Power commissions 400 kV Tanda-Gonda, Gonda-Basti lines in UP

๐Ÿ“ Rocketlane raises $60 mn in Series C funding to expand AI services platform


*Economic Times :*

๐Ÿ“ Cabinet clears UDAN 2.0 with Rs 28,840 crore outlay; 100 new airports planned

๐Ÿ“ Godrej Industries arm buys office space worth Rs 365 crore in Mumbai’s Vikhroli

๐Ÿ“ Govt appoints KV Ramana Murty as Sebi whole-time member

๐Ÿ“ CCPA warns restaurants against levying gas, LPG charge

๐Ÿ“ India’s packaging industry to reach $92 billion by FY30: Avendus

๐Ÿ“ Cabinet clears Rs 1,800 crore plan to modernise India's immigration system

๐Ÿ“ Avantel bags Rs 460 crore contract for Indian Railways' real-time train tracking system

๐Ÿ“ Puravankara to launch housing projects worth over Rs 35Kcr in 2.5yrs to tap demand

๐Ÿ“ CAG flags Rs 297 crore unnecessary expenditure in Maharashtra road projects

๐Ÿ“ BKT ramps up IPL push as it pivots to consumer market

๐Ÿ“ BlackRock CEO Fink warns of 'global recession' if oil goes to $150

๐Ÿ“ India buys 60 million barrels of Russian oil for April


*Mint :*

๐Ÿ“ S&P Global raises India’s FY27 growth forecast to 7.1%

๐Ÿ“ HCLTech eyes software biz reboot in AI era

๐Ÿ“ India may see nearly 50% drop in LPG imports in March amid US-Iran war: Report

๐Ÿ“ India's Strategic Oil Reserves Currently At 64% Amid West Asia Energy Crisis

๐Ÿ“ Ficci director general: It’s time to reimagine India's energy security

๐Ÿ“ Fast&Up’s parent raises ₹300 crore from Elev8 Venture, limited partners

๐Ÿ“ Delta Air Lines suspends perks for Congress members amid DHS funding stalemate

๐Ÿ“ Sai Parenteral's IPO sees weak demand on Day 1; subscribed 0.05x

๐Ÿ“ Govt eyes more control of foreign-funded assets under FCRA

๐Ÿ“ Sunil Mittal to retire as Airtel Africa chair in July

๐Ÿ“ Rural job demand at 5-year low for March as work rises in farms, urban centres
By: via ๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Thursday, 26 March 2026

๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

MARKET REALITY CHECK: IT’S NOT YOUR PORTFOLIO… IT’S YOUR TEMPERAMENT ๐Ÿ“ˆ

Your Demat statement belongs to the market.
Your bank balance belongs to you. ๐Ÿ’ฐ
That green you saw earlier? ๐Ÿ“ˆ Paper profit.
That red you’re seeing now? ๐Ÿ“‰ Paper loss.
Nothing… absolutely nothing… is real until you press the sell button. ๐Ÿ˜„

Let’s be honest for a moment ๐Ÿค
Yes, portfolios are down. Mine too.
And no, staring at the screen every 5 minutes won’t make Nifty recover faster ๐Ÿ˜…
It will only: increase stress, ruin your mood, and make your family wonder what happened to you at dinner ๐Ÿ›๐Ÿ˜‚

But here’s the reality check ๐Ÿ“Š๐Ÿ‘‡
๐Ÿ‘‰ 2008 Global Financial Crisis — markets crashed brutally… then created multi-year wealth ๐Ÿ“ˆ
๐Ÿ‘‰ 2013 Taper Tantrum — panic everywhere… followed by strong recovery ๐Ÿš€
๐Ÿ‘‰ 2020 COVID Crash — markets fell 30–40% in weeks… then hit all-time highs within months ๐Ÿ˜ณ๐Ÿ“ˆ
๐Ÿ‘‰ 2022 Inflation & Rate Hikes — fear peak… markets still bounced back ๐Ÿ’ช

Every time it felt like “this is different”…
Every time markets said — “Relax… I’ve seen worse.” ๐Ÿ˜„

๐Ÿง  THIS IS NOT JUST A MARKET PHASE… IT’S TRAINING ๐Ÿง 
Markets don’t create wealth easily. First… they test you.
They test your patience ⏳, conviction ๐Ÿ’ช, and emotional control ๐Ÿง 
Anyone can invest in a bull market… but only a few can stay invested in a falling one.

I’ve seen multiple such phases in my journey ๐Ÿ“Š
And yes… I’ve worried before too. I’m human ๐Ÿ˜„
But over time I realised something ๐Ÿ‘‡
You don’t conquer the market… you learn to live with it.
And every time the cycle turned ๐Ÿ”„, the same portfolio went on to create new highs ๐Ÿš€

๐Ÿ˜Œ THE REAL GAME: MIND OVER MARKET ๐Ÿ˜Œ
Events create uncertainty ๐ŸŒ but fear is created inside your mind.
The market doesn’t panic… people do.
So instead of reacting instantly ⚡️
Observe ๐Ÿ‘€, understand ๐Ÿง , and guide your emotions calmly ๐Ÿง˜
Because you are not your thoughts… you are the observer.

๐ŸŒฑ FINAL TRUTH: WEALTH IS BUILT INTERNALLY FIRST ๐ŸŒฑ
These phases are not here to break you ❌ they are here to upgrade you ✔️
They turn you from a short-term trader into a seasoned long-term investor ๐Ÿ’Ž

So stay patient ⏳ stay aware ๐Ÿ‘ stay grounded ๐ŸŒฟ
Because in the end…
It’s not the market, not the news, not the volatility…
It is your temperament that creates wealth. ๐Ÿ’ฐ๐Ÿ”ฅ

And remember ๐Ÿ˜„๐Ÿ‘‡
Market goes down… heart rate goes up…
But history says — “This too shall pass.” ๐Ÿ“‰➡️๐Ÿ“ˆ
And wisdom says — “Relax yaar… cycle hai!” ๐Ÿ˜„
By: via ๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Tuesday, 24 March 2026

๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

*๐Ÿซต IRAN War teaches us big thing.*
The world is more Interconnected in war time than we can imagine
Let's look at it...
1️⃣ First, Understand what the *Strait of Hormuz* actually is.
It's a strip of water 21 nautical miles wide at its narrowest point.
That's it, 21 miles.
And through that 21-mile gap flows:
— 20% of all the world's oil. Every single day.
— 20% of the world's LNG (liquefied natural gas).
— 30% of the world's fertilizer exports.
— 30% of Europe's jet fuel supply.
20.9 million barrels per day.
That's the number, Shut that 21-mile gap and you don't just hurt three countries.But, the entire planet.
Now let me show you who is dependent on whom.
Who ships oil through Hormuz?
Saudi Arabia sends 37% of its exports through that strait.
Iraq sends 23%.
UAE sends 13%.
Iran sends 11%.
Kuwait sends 10%.
Five countries. 94% of all the oil moving through Hormuz.
Who RECEIVES that oil?
China: 38%.
India: 15%.
South Korea: 12%.
Japan: 11%.
84% of all Hormuz oil goes to Asia.
These four Asian economies — China, India, Japan, South Korea — are not in this war.
They didn't vote for it and start it.But,they are taking the hardest economic hit.
The story goes way beyond this though:
2️⃣. Japan.
Imports 90% of its energy.
The Nikkei dropped more than 5% in a single day when oil crossed $100.
Japan has a 150-day oil reserve.
The clock is ticking.
3️⃣. South Korea.
Imports 70% of its oil from the Gulf corridor.
KOSPI — their stock market — suffered its biggest single-day crash since the 2008 financial crisis. Dropped 12% in one day. Circuit breakers were triggered.
First time since 2008.Because of a war they had nothing to do with.
4️⃣. Europe.
Natural gas prices nearly doubled in 48 hours after Iran struck Qatar's gas facilities.
Why? Because 20% of global LNG supply flows from Qatar through Hormuz to Europe.
Shipping companies are now routing vessels around the Cape of Good Hope — adding 15 to 20 extra days of transit between Asia and Europe.
Every extra day = higher shipping cost.
Higher shipping cost = more expensive goods.
More expensive goods = inflation at your grocery store.
5️⃣. India.
Imports 2.5 million barrels per day through Hormuz.
India's LNG plants run on Persian Gulf gas.
And *India grows food — food the whole world eats* — using fertilizer that comes through Hormuz.
6️⃣. Oil - It's not just fuel, it's so much more than that.
*Oil is also food.*
Here's how :
The Gulf produces massive quantities of nitrogen fertilizer — urea, ammonia, phosphates.
Qatar, Saudi Arabia, UAE and Bahrain together produce 15 million metric tonnes of fertilizer every year.
Around 1/3 of ALL global fertilizer exports ship through Hormuz.
Nitrogen fertilizer, according to Bloomberg, underpins about half of global food production.
Without fertilizer — wheat yields fall.
Corn yields fall.
Rice yields fall.
A Cornell agricultural economist said: "Fertilizer prices were already high, and farmers were already pinched. This will hurt."
Urea prices jumped from $516 per metric ton to $683 in five days.
Wheat hit a near two-year high.
Palm oil surged 10%.
Soybeans up. Corn up.
A farmer in Lowa said: "If nitrogen doesn't come, we might switch more acres to beans."
Not because of anything he did.
Because a war started.
Here's the full chain — pay attention :
๐Ÿ‘‰ Iran war →Hormuz disruption →fertilizer shipments blocked →farmers reduce crop applications →harvests fall →food prices rise →central banks raise rates →borrowing costs up →economic growth slows and *you pay more for everything.*
That chain starts in a 21-mile strait and ends in your shopping cart.
7️⃣. What about shipping?
150 ships stranded around Hormuz right now.
Insurance companies — who have never cancelled Gulf coverage in modern history — are now cancelling war risk coverage.
Hapag-Lloyd, one of the world's largest shipping companies, introduced a $1,500 per container war surcharge. Overnight.
By: via ๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

.*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 23-03-2026 :*

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -2,918* ๐Ÿ˜ฅ

*INDEX FUT. : -1,420*

*INDEX OPT. : -631*

*STOCK FUT. : +103*

*STOCK OPT. : -970*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 23-03-2026 :*

*FIIS : SELL -10,414 (10,331-20,745)*๐Ÿ˜ญ

*DIIS : BUY +12,034 (25,953-13,919)*๐Ÿ˜ƒ

*BSE SENSEX : -1,836 (72,697)๐Ÿ”ฝ*

*NSE NIFTY : -602 (22,512)๐Ÿ”ฝ*

*BSE MIDCAP. : -565 (14,279)๐Ÿ”ฝ*

*BSE SMLCAP. : -226 (5,638)๐Ÿ”ฝ*

*B. CRUDE : $ 100.56 ๐Ÿ”ฝ๐Ÿ˜ƒ๐Ÿ˜ƒ*

*GOLD : $ 4,452=INR 1,48,700(10gr)*๐Ÿ”ฝ๐Ÿ˜ญ๐Ÿ˜ญ

*SILVER : RS. 2,05,000 (kg)* ๐Ÿ”ฝ๐Ÿ˜ญ๐Ÿ˜ญ๐Ÿ˜ญ

*FOREX : RS. $ 93.97 ๐Ÿ”ฝ๐Ÿ˜ฉ*

*6.48% NEW '35: 6.8379%(97.52)๐Ÿ”ผ๐Ÿ˜ญ*

*6.68% GS '40: 7.2167% (95.25)๐Ÿ”ฝ๐Ÿ˜ญ*
By: via ๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

Friday, 20 March 2026

๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

๐ŸŒน๐Ÿ‡ฎ๐Ÿ‡ณIndia Daybook – Stocks in News

NTPC: Company signs MOU with Octopus Energy Group for collaboration in power and energy sector (Positive)

SJVN: Company has commissioned 1,000 MW Solar Project in Rajasthan (Positive)

TARC: Company expands Gurugram Project with 518 Residences on 9+ Acre. (Positive)

TCS: Company has signed MoU with ABB to deepen their strategic partnership across IT infrastructure, AI, data centers & emerging tech (Positive)

J K Cements: Company declared preferred bidder for Dommarnandyala block-3 mining lease in Andhra Pradesh (Positive)

Highway Infrastructure: Company secures Rs 14.60 crore work order for Beverly Greens project (Positive)

Nestlรฉ India: Company adds new munch production line at Sanand plant with Rs 225 crore investment, capacity of 8,300 TPA (Positive)

Tata Elxsi: Company announces the launch of a global offshore development centre for Terumo Corporation (Positive)

IndiQube Spaces: Company has announced a significant workspace leasing agreement with a leading GCC client in Pune, India. (Positive)

Leo Dryfruits: Company has secured 5-Year Supply Agreement with Haldiram (Positive)

Lemon Tree Hotels: Company expands with New 50-Room Resort in Lonavala. (Positive)

Samvardhana Motherson: Company partners Hellmann to strengthen auto supply chain business (Positive)

JSW Cement: Company commissions greenfield cement plant in Nagaur, Rajasthan (Positive)

ACME Solar Holdings: Company commissions power project in Gujarat (Positive)

SBI: SBI Funds files DRHP for IPO. SBI to sell upto 12.8 crore shares (6.3%) via OFS. (Positive)

IOL Chemicals: NCVI Enterprises bought 7 lakh shares. (Positive)

FACT, NFL, RCF: Government enhances gas supplies (Positive)

Gillette India; Positive update from Rajasthan State Pollution Control Board (Positive)

Deepak Nitrate, Meghmani Organics: India imposes anti-dumping duty on China DASDA imports (Positive)

Glottis: Board approved incorporation of a wholly owned subsidiary in Malaysia on March 19, 2026. (Neutral)

Welspun Living: Company to buy 20% stake in Welspun Corporate Services. (Neutral)

ASM Technologies: Company has approved a strategic investment of Rs 79.57 crore to acquire 51% stake in Asmaitha Wireless Technologies Pvt Ltd. (Neutral)

Physicswallah: Company completes acquisition of Nextseed Foundation, becomes wholly owned subsidiary (Neutral)

Emerald Finance: Company partners with Shamshree Lifesciences to launch early wage access program for employees (Neutral)

L&T: Company gets BSE, NSE No-Objection to scheme of arrangement with L&T Realty. (Neutral)

Cipla: Company approved investment up to $100M in equity share capital of Cipla (EU) limited (Neutral)

Aksharchem India: Company resumes h-acid plant production at Indrad after planned shutdown for maintenance (Neutral)

DMart: Company opened store in Ambala: Store Count Reaches 464. (Neutral)

Wipro: Company launched new hub at Gujarat International Finance Tec-City (GIFT City) in Gandhinagar. (Neutral)

Adani Enterprises: Company approves conversion of 137.47 cr partly paid shares to fully paid shares. (Neutral)

BHEL: Company has expands into Coal-to-Chemicals with ₹3,064 Crore JV Investment (Neutral)

Vibhor Steel Tubes: Company has secures ₹16.87 Crore Transmission Tower Order. (Neutral)

Amber Enterprises: Company Invests ₹296 Crore in EMS Subsidiary (Neutral)

ICICI Lombard: Company acquires stake in HDFC Bank for Rs. 39 crore. (Neutral)

IREDA: Company has enhanced its borrowing plan to rs. 35,800 crore for fiscal 2026 and up to Rs. 40,000 crore for fiscal 2027; the board will meet on March 25 to consider an interim dividend. (Neutral)

Adani Ports: Company has expressed in-principle interest in acquiring certain assets and control over Kanpur Fertilisers and Chemicals as an implementing entity for Jaiprakash Associates. (Neutral)

Adani Power: Company has expressed in-principle interest in acquiring certain power assets and investments from Jaiprakash Associates under its resolution plan. (Neutral)

Power Grid: Board clears merger of 28 Arms into 2 WOS entities (Neutral)
By: via ๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

The national debt just crossed $39 trillion—almost doubling since Trump vowed to erase it

The United States national debt crossed $39 trillion for the first time Tuesday, arriving at the grim milestone less than five months after it first hit $38 trillion in late October—a pace of accumulation that budget watchdogs and academic economists are now calling, with unusual unanimity, “unsustainable.”​

The milestone, confirmed in Wednesday’s Daily Treasury Statement, lands amid a politically charged moment: it comes roughly two weeks before the ten-year anniversary of President Trump’s 2016 campaign promise to eliminate the national debt within eight years. Instead, the gross national debt has roughly doubled since Trump first took office—it was $19.9 trillion in January 2017.​

“Our moral duty to the taxpayer requires us to make our Government leaner and more accountable,” President Trump wrote in March 2017, as he issued an executive order directing OMB Director Mick Mulvaney to submit a comprehensive plan to reorganize Executive Branch departments and agencies in order to keep his promise to put in place common sense reforms to eliminate waste so that the Government better serves all Americans. “We’re going to do more with less,” Trump said at the time.

“As America soars past $39 trillion in debt, we must recognize this alarming rate of growth and the significant financial burden we are putting on the next generation,” Michael A. Peterson, CEO of the Peter G. Peterson Foundation, told. “Borrowing trillion after trillion at this rapid pace with no plan in place is the definition of unsustainable.”​

At the current rate of growth, the Peterson Foundation projects that the debt will hit $40 trillion before this fall’s elections—another trillion-dollar jump in roughly the same compressed timeframe. Michael Peterson called the figure “staggering.” The speed of accumulation has accelerated sharply: the debt added its latest trillion in what the foundation estimates is less than five months, a rate of fiscal expansion that has few modern precedents outside of wartime or acute financial crisis.​

The milestone arrives as the Congressional Budget Office, in its February 2026 outlook, projected that the federal deficit will reach $1.9 trillion in fiscal year 2026 and swell to $3.1 trillion by 2036 under current law. Over that same decade, debt held by the public is projected to surge from 101% of GDP today to 120% of GDP by 2036, eclipsing the previous all-time record of 106% set just after World War II. The long-term picture is even bleaker: CBO’s extended baseline now shows debt rising to 175% of GDP over the next 30 years, according to the Committee for a Responsible Federal Budget.

Perhaps the most alarming dimension of the crossing is what it costs just to carry the debt. Net interest payments on the national debt are projected to exceed $1 trillion in fiscal year 2026—nearly triple the $345 billion in interest the government paid in 2020, at the onset of the pandemic. In the first three months of the current fiscal year alone, net interest payments reached $270 billion, already surpassing the nation’s defense spending for the same period.
By: via ๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin

๐Ÿ‡ฎ๐Ÿ‡ณAlliesFinServe #StockMarket #Bharat Telegram.me/AlliesFin's Post

๐Ÿ“Š 100 Years of Uncertain Events Globally vs Stock Market World War II (1939) → Market Fall: ~25% → Recovery Time: ~2 Years Korean War...