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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, some important turning dates are 6th, 10th, 13th & 17th October 2025.
- Stay alert – stay cautious. Tata Capital’s IPO priced at Rs.310–326 shocked pre-IPO investors who entered at Rs.1000–1125 in April, facing steep losses. Sentiment remains weak for other pre-IPOs like NSE, Groww, and NSDL.
- The 80/50 Rule: Why Most People Miss This Wealth Shortcut: A powerful and proven signal for commodity investors — the gold-to-silver ratio has guided wealth shifts for decades. When this ratio crosses 80, silver signals opportunity; when it falls below 50, gold takes the lead. What is the gold-silver ratio? It measures how many ounces of silver are needed to buy one ounce of gold. Currently, the ratio stands at 85, within a historical range of 15–125. Why the 80/50 rule matters: Above 80 → Silver is undervalued, Below 50 → Gold is undervalued, Switching between them at these points has historically multiplied holdings up to 4.9x since 1985. Historical signals: 2008: Ratio hit 84 → Silver surged 400% in 3 years, 2020: Ratio peaked at 125 → Silver doubled within months, 2025: Ratio again near 85 → Silver may be preparing its next move. Use the ratio as a rebalancing compass, not a crystal ball — fewer trades, smarter timing, and stronger compounding. The 80/50 Rule remains historical math, not hype, offering investors a disciplined way to act via ETFs or mutual funds, avoiding the hassles of physical holdings.
- Gold and silver are hitting new highs. As per market grapevine, heavy fund flows have shifted from equities to bullion in the past 45 days due to fears of corporate debt defaults in the US and Brazil.
- As per market veteran, America’s economy is under severe strain with debt at 200% of GDP and rising interest burdens. With tariffs on India and others, global geopolitics are turning tense. This may push more overseas investors towards India as a safer long-term destination.
- 10 Demons to Burn – This Dussehra for Every Investor. 1. Paying any price – ignoring valuations in the name of growth. 2. Execution blindness – loving a story but ignoring weak management delivery. 3. Chasing noise – reacting to tips instead of facts. 4. FOMO allocation – deploying big money into hot themes without risk limits. 5. Averaging hope – throwing more money at losers instead of cutting risk. 6. Anchoring to past highs – waiting for “cost price” instead of reassessing value. 7. Tax overthinking – holding or selling only for tax reasons, not business merit. 8. Market timing illusion – sitting in/out fully, missing the power of steady compoundin. 9. Emotional exits – panic selling on corrections instead of respecting thesis & stop-loss. 10. Capital neglect – forgetting that savings and disciplined allocation are the real fuel of compounding.
- September Auto Sales & Outlook: Festive demand and GST cut to drive strong Q3 and H2FY26. 1. Hero MotoCorp: Dispatch 6.87L units (+7.9% YoY); exports +94.8% YoY (record high); EV share rose to 12.2%. 2. TVS Motor: Total 5.41L units (+12% YoY); 3W sales +60%. 3. Maruti Suzuki: 1.89L units (+2.7% YoY); exports +52.2% YoY; domestic weak. 4. Eicher Motors: 1.24L units (+43% YoY); steady domestic & export momentum. 5. Ashok Leyland: Sales +9% YoY; stable outlook. 6. Tata Motors: CV +19% YoY, PV +47% YoY; strong festive pipeline and global traction. 7. Atul Auto: Weak at +4.2% YoY; domestic -3%. 8. Hyundai India: 70,347 units (+10% YoY); exports +44%, highest in 33 months. 9. VST Tillers Tractors: 3,480 units (+34.7% YoY); tillers strong. 10. SML Isuzu: Weak at 950 units (-10% YoY). 11. Bajaj Auto: +9% YoY; exports +18% YoY; solid CV growth. 12. Escorts Kubota: Tractors +47.6% YoY; construction down -19%. 13. Mahindra & Mahindra: 1L units (+16% YoY); tractors +49% YoY; festive retails up 60–70%. 14. Steel Strips Wheels: Sales +13% YoY; strong tractor (+21%) and truck demand.
- Alert: Indian Rupee Falling. Despite India’s booming economy, the rupee has depreciated 50% over the last 10 years, from Rs 60/USD in 2014 to Rs 89/USD today. Imported inflation is rising, oil and essentials costlier, and international purchasing power is shrinking, even as headline GDP growth looks strong.
- NSDL and CDSL are India’s two main depositories. NSDL, established in 1996, is a long-term hold due to its oligopolistic business. CDSL, cheaper in valuation and promoted by BSE, holds leadership in growth potential. In medium to long-term, CDSL could outperform NSDL based on fundamentals.
