We have added six new stocks in #FCEL (Emerging leaders) Strategy since Feb’25 after a gap of 7 months of no action prior to that. In the month of July-25, we added one new auto ancillary stock which is No.1 and No.4 in two of the sub-categories it operates in. There was no other

There was no new stock addition nor no full exit from the #FCWC strategy in July’25 after 4 new stock initiations in Q1FY26. We booked partial profits in Aadhar Housing finance after the PE promoters announced an open offer last month. Overall, it was a month of stock specific

Investment Advisers (IAs) and Research Analysts (RAs) may now be permitted to provide past performance. SEBI has released a consultation paper on proposed changes for ease of doing business for IAs and Research Analysts RAs. One of the proposals, a major shift, is permitting

Summary of financial markets in last week here.. Indian equity completely missed the global risk rally, and materially underperformed the peers. Penal tariffs imposed by the US on Indian exports to the US and hardening of stance from both the sides ahead of trade negotiations

#BREAKING| Supreme Court Directs Shifting Of All Stray Dogs In Delhi To Dog Shelters; Warns Persons Obstructing Of Penal Action |Gursimran Kaur Bakshi Infants and young children, not at any cost, should fall prey to rabies, the Court observed. #SupremeCourt livelaw.in/top-stories/su…

An action which should have been taken years ago by the municipality and state governments. Instead the menace was allowed to foster for years so much that even impacted kids and adults all over India

Rajasthan High Court orders special drive to remove stray dogs, other animals from city roads barandbench.com/news/litigatio…

#fcbookexcerpt When we think of distractions these days, we usually think of digital distractions like Twitter/X, Instagram, YouTube shorts and so on. But when you are trying to get things done in the office, it’s not these apps that come in the way. Then who does? In their

There is a time in the economy when hard decisions need to be taken. Given the inflation dynamics, RBI is waiting too long to cut rates further. Waiting for "trade tariffs resolution" can be detrimental to growth. RBI must ease quickly, let rupee depreciate gradually to ~90.

Only a non-serious nation takes such a menace propagated by shady NGOs, handful of politicians and news anchors and paid PR of actors/page 3 celebrities casually.

For many Indian MSMEs — particularly in textiles, leather goods, handicrafts, small engineering components, jewelry, and carpets — the US is not just a large market; it’s often the largest, sometimes contributing 30–70% of annual revenues. Until now, Indian exporters benefited

₹24 tax filing has caused CA pigeons to fly out of cages. Such outrage against Mota bhai 😂

Good decision by SC to reserve the order on removing stray dogs from the streets. Best case scenario, MCD should be given extension to move them to shelter homes from 2m to may be, 6m. That will ensure smooth transition, hopefully. Under no condition, ideally, the NGO lobby

Our country is suffering from what I call Deewar syndrome. Remember Amitabh Bacchan telling Shashi Kapoor in Deewar to first get sign of all the people from their past who have committed bad deeds with them. He famously says - "भाई पहले उसका sign ले कर आओ, फिर मैं sign करूंगा."

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Jai hind!

The rise in the number of RAs is likely due to: (a) RIAs surrendering the license and taking up a ~10% compliance wise easier RAs license. (b) shift of few finfluencers/youtubers to come into the regulatory regime. (c) Much easier entry requirements for RAs than last year.

Greeting on the auspicious occassion of Janamashtami 🙏🙏🌱