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August 25, 2025
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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 25th, 26th, 28th and 29th August 2025.
- Next week on Aug 27 (Tuesday) is a market holiday in India while global markets remain open; only 2 trading days before monthly expiry, making it an interesting truncated expiry week.
- The bitter truth of the stock market: SEBI data shows 90–93% of retail traders lose money within 6–24 months. Big players with capital, research, algos and networks push stocks up 40–60%, media hype attracts retailers at highs, and sharp falls trap them. Operators frequently hunt stop-losses and use results, policy moves or global cues only as triggers, not the real reason behind stock moves, making trading highly risky without deep understanding.
- Weekly expiry shift: NSE Nifty from Thursday → Tuesday (effective Sept 2, 2025) and BSE Sensex from Tuesday → Thursday (effective Sept 4, 2025).
- As per market veteran, earnings revival is expected in 2–3 quarters; FIIs unlikely to return until double-digit growth resumes. Hospitals are preferred within healthcare, while pharma faces US tariff pressure. Defence remains a 3–5 year structural theme. Market also pricing in a 25 bps Fed cut on Sept 17.
- In 29th March MTTs, Aries Agro given at Rs.254 touched Rs.456 - a superb gain of 80%, Indo Amines given at Rs.115 touched Rs.176 – a superb gain of 53%, India Pesticides given at Rs.134 touched Rs.246 - a superb gain of 84%, IOLCP given at Rs.61 touched Rs.106 - a superb gain of 74% & still now at Rs.97 looks very good.
- In 12th April MTTs, Fredun Pharma given at Rs.654 touched Rs.1275 - a superb gain of 95%, Ruchira Papers given at Rs.121 touched Rs.149.
- Simmonds Marshall has reserves of Rs.42 cr. against small equity of Rs.2.24 cr.; Q1FY26 PAT up 84% YoY at Rs.2.24 cr.; FY25 PAT rose 162% YoY to Rs.8.96 cr. With P/E at 17, ROE at 22.4%, and 25.8% CAGR profit growth over 5 yrs, stock looks set for re-rating; no US exposure shields from tariffs.
- Krishna Janmashtami & financial wisdom: a) Control emotions – Stay calm in volatility; avoid fear & greed. b) Focus on karma – Discipline, research & diversification matter more than short-term returns. c) Follow dharma – Avoid tips, rumours & unethical shortcuts. d) Think long-term – Focus on 5–10 year goals, not daily market moves. e) Be adaptable – Rebalance across asset classes while sticking to core strategy. f) Keep contingency fund – Maintain 6 months’ expenses in liquid assets; update family & make nominations/will. g) Sarva Gunna Sampan (Virtuous): Balanced portfolio – Like Panchabhootha, diversify across equity, debt, gold, silver, commodities, real estate & intellectual assets. h) Suraksha Kavach – Ensure adequate life, health & term insurance. i) Long-term vision – Avoid chasing quick profits; stay invested with patience. j) Stay composed – Keep emotions out of investing; act rationally. k) Uphold dharma – Avoid tax evasion, unregulated entities & illegal trading. l) Have a Sarathi (guide) – A mentor/advisor can keep you disciplined & goal-focused.
- NSE has upgraded to live streaming stock quotes without refresh, giving investors faster and smoother access to prices. BSE, despite being India’s oldest exchange, still runs on slower systems with lag in updates, raising concerns over whether it can keep pace with NSE’s technological dominance and market share.
