Amit Kumar Gupta

Quite a lot of investors are worried about the FPIs dumping Indian equities and concluding that this is the prime reason for the ongoing correction in stock prices. A 🧵 to understand details about FPIs buying and selling in financial markets before jumping to conclusions

The global live music market, encompassing ticket sales, sponsorships, merchandising, and related revenues from concerts, festivals, and performances, is estimated at USD 38.58 billion in 2025. It is projected to grow 8-11% CAGR for the next 10 years. The US, with an estimated…

FPIs have been net sellers in Indian equities in three of the past four years... 2024: Net equity outflow ~₹70bn; debt inflow kept total flows positive. YTD 2025: Net equity outflow ~₹1.44trn; nominal debt inflow. Yet despite persistent outflows, the Nifty is +8.8% in 2024…

#MarketMinutes | 🎙️Nifty bulls likely to pause after record highs; Q2 GDP in focus & Meesho gears up for D-street journey Listen to 👂@iNandita13 talk more on hot stocks, key data points & developing trends 👇 moneycontrol.com/news/podcast/n… #StockMarket #Stocks #Nifty #Sensex

Over the past ten years, the Indian market has undergone a structural transformation. Three trends stand out: 1. Volatility has declined meaningfully The wild swings of the 1995–2015 era—multi-year bull and bear cycles, violent drawdowns and dramatic rebounds—have moderated.…

Indian equities have had a quiet year by headline numbers. The Nifty50 is up ~8% over the past twelve months—modest when compared with the sharp rallies in South Korea (KOSPI +71%), Japan (+30%), Brazil (+21%), China (+17%), the United States (+13%) and Europe (+12%). But…

Always appreciate the management who do quarterly earnings and analysts concall even in a downcycle to keep bringing the right picture to shareholders. This is even more important when the company is not looking for any external funding and don't really have to market themselves.

The Bhutanese Ngultrum is pegged to the INR (1 BTN = 1 INR). So USDBTN depreciates in sync with USDINR. Bhutan’s national pride remains intact. The Afghan Afghani trades “stronger” than the rupee (1 AFN ≈ 1.34 INR). This obviously does not make Afghanistan economically more…

It's not possible in the current context. If you actually take that "one time hit", it reduces the media rights etc money on the table by 33-50% in ICC and ACC tournaments. It's as good as hosting a loss making tournament from Day1. There is also no comparison of Cricket and…

#fcbookexcerpt Writing feels like it’s on life support these days—workshopped to death, padded with clichés, ghosted by algorithms. Then along comes Chuck Palahniuk with Consider This. No theory. No hand-holding. Just raw tricks that work. Like this one: how to turn awkward…

Barring technical adjustments (MSCI selling, expiry week etc), clearly there are some nerves around the labour laws in the market (reduction from 29 to 4 codes). It has taken more than 5yrs to actually implement it and that was only because the central government didn't want to…

We will be lucky to see him one last time on screen next month! Om Shanti..

GG will lose the job as test match coach but since next test series is not till Aug-2026 against SL away, the noise will die down and decision will be postponed till after IPL.

When to start SIP and how long to continue it? Market cycles follow a similar rhythm. Prices rise, correct, consolidate and rise again—rarely in a straight line. Over long enough horizons, cycles compress into a trend; but in the short term, their emotional impact can be…

Summary of financial markets from last week here... ​ Indian benchmark indices managed to end a tense week with marginal gains, notably outperforming their global peers. Broader markets however continued to correct. Implied volatility shot higher, volumes improved and market…

Where to do SIP? Investors often ask which asset is best suited for SIPs: an index fund, an ETF, or a diversified combination of large-cap, flexicap, midcap and small-cap strategies. There are two practical investment rules: (a) Choose Progressive Assets, Not Downward…

#fcbookexcerpt A question: Are you spending time with yourself? Do you listen to the chatter of your mind? These questions occurred while reading the pages of the very gentle Eknath Easwaran’s book How to Meditate. “I would like to advise you of some of the little physical…

A conservative AMC running a successful flexi-cap fund and investing in mostly large-caps with heavy cash component is launching a large cap fund. A moderately aggressive AMC running a not-so-successful (since recent inception, so not a long track record yet) focused equity fund…

There have been some good companies which have IPOed in the last 2.5m. Question as always is entry valuations and dressing up of balance sheets in near term to be ready for IPO. Can be good investing candidates 6-18m down the line for value conscious investors.

We have added eight 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 Oct-25, we upgraded percentile (% allocation) in three stocks. Softening of valuations at stock levels has allowed to participate…

There was no new addition or exit from the #FCWC (wealth compounders) strategy in Oct’25 after 4 new stock initiations in FY26. However, we upgraded allocation in two stocks - a consumer discretionary stock with warrants conversion due to at ~30% premium from CMP and in a…