India Falls to 4th Place in Asia’s Market Popularity - Is the FIIs’ Love Fading?

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India’s oil czar, Hardeep Singh Puri, has just dropped a confidence bomb despite looming U.S. threats of secondary sanctions on Russian oil, New Delhi says it’s unfazed. With its supplier base now spanning 40 nations think Guyana, Brazil, Canada the country is bolstering domestic exploration and production. Puri assured the industry it can pivot back to pre‑Ukraine supply lines when needed keeping India's energy resilience front and center.

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

📉 India Drops to 4th Spot Among Asia’s Favourite Stock Markets - Time to Recalibrate?

According to the latest Boa Global Fund Manager Survey, India has slipped to 4th position among favored Asian stock markets for global investors, behind China, Japan, and South Korea. That’s a notable shift from its previous Top 2 standing.

🧭 What’s behind the drop?

• Valuation worries: India's stock market is trading at premium multiples compared to peers. Fund managers are treading carefully.

• Election fatigue: With post-election clarity settling in, the ‘new government rally’ narrative has cooled off.

• Rotation to laggards: Global funds are shifting focus to China’s rebound potential and Japan’s monetary policy tailwinds.

📊 Should we be worried?
Not necessarily. India’s long-term fundamentals remain robust:

• Strong domestic consumption

• Structural reforms

• Capex revival across infra, manufacturing, and tech

But in the short term, mean reversion and portfolio balancing by FIIs may impact flows.

🔁 What founders and investors should do now:

• Don’t chase narratives stay grounded in fundamentals

• Use this as a chance to accumulate quality stocks at fair prices

• Watch sectors aligned with government priorities (infra, renewables, defence)

Global attention might shift. But local conviction backed by numbers always wins in the long run.

MARKETS

Markets wrapped up on a cautious note Sensex dipped 375 points to close at 82,259 (-0.45%), while Nifty 50 lost 100 points, settling at 25,111 (-0.40%). Banking stocks took a bigger hit, with Nifty Bank down 340 points (-0.59%). Even the usually resilient Nifty Midcap 100 slipped slightly. A clear sign that investors are treading lightly amid global uncertainty and earnings jitters.
_{Closing figures as on 17..07.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Tata Consumer Products: Up +2.25% at ₹1,105.8, buoyed by renewed investor interest in defensive FMCG plays. It featured among top gainers on Nifty 50.

✅ Tata Steel: Gained +1.62%, closing around ₹159.9. The stock outperformed the broader market amid global metal optimism and showed resilience despite muted volumes.

✅ Hindalco: Rose +1.17%, benefiting from positive sentiment in the metals space and an aluminium demand recovery .

✅ Trent: Climbed +0.66%, closing near ₹5,417, led by steady retail spending and its position among top gainers in Nifty 50.

Top Losers

🔻 Tech Mahindra: Fell -2.7%, closing around ₹1,563 after its Q1 profit beat expectations but missed the ₹1,211 cr revenue mark. Investors reacted to weak top-line growth amid cautious global IT sentiment.

🔻 IndusInd Bank: Dropped -1.62%, ending near ₹865. It underperformed peers and remains ~42% below its 52-week high, with low trading volumes reflecting investor caution.

🔻 Infosys: Slid -1.5%, tracking sector-wide weakness in IT. The stock underperformed broader indices as global uncertainty weighed on prospects.

🔻 SBI Life Insurance: Down -1.45%, pressured by broader financial weakness; part of the Nifty 50 decline, reflecting subdued investor sentiment in non-banking financials.

Q4 RESULTS

^{Click on company name for result pdf} 

INDIA FRONTIER

Everything else you need to know today

🎯 Market Makeover: India’s market regulator SEBI is exploring a longer tenure for derivatives contracts to curb retail trading losses and rein in F&O frenzy. With index options dwarfing cash market volumes, this could shift traders from fast flips to long-game strategies.

⚓ Shipbuilding Surge: Larsen & Toubro is pouring ₹1,000 crore into its Katupalli shipyard, transforming it into a cutting-edge hub for shipbuilding and repairs. A skill center and new infrastructure aim to anchor India on the global maritime map.

🔄 Agri Exit, FMCG Focus: In a ₹7,150 crore shift, Adani is selling its 20% stake in AWL Agri Business to Wilmar, handing majority control to its Singapore partner. The move realigns Adani’s focus on infrastructure while Wilmar sharpens its consumer goods play.

💊 Biotech Buzz: After drawing 63.9× demand, Anthem Biosciences will announce IPO allotments today, with a listing eyed for July 21. The CRDMO giant’s market debut could set the tone for biotech's next big wave in India.

SPECIAL

🚨 SEBI Flags “Fampo Frenzy”: What It Means for Retail Investors and Market Stability

SEBI’s recent alert on “Fampo” stock frenzy where momentum-chasing poll/survey stocks spike sharply has shaken investor confidence. The regulator underscored an “unhealthy volume imbalance”, leading to BSE-listed Fampo shares dropping over 2% amid SEBI scrutiny.

🔍 What is Fampo frenzy?
These are small-cap or micro-cap stocks that surge based on retail buying fueled by social media hype, not by fundamentals. SEBI’s Whole-Time Member termed this trading behavior a red flag one that can trigger excessive volatility and misprice risk.

🧩 Why it matters:
1️⃣ Isolated price spikes create contagion risk. When small stocks rally without reason, retail money chases momentum not sustainable value.
2️⃣ Volume imbalance leads to sudden reversals. A small drop can cause outsized losses for late buyers once bullish sentiment fades.
3️⃣ SEBI vigilance signals caution. Whether you trade small caps or large caps, regulatory scrutiny can invade even passive strategies.

💡 The takeaways for market participants:

• Avoid herd-driven stocks without earnings or visibility.

• Monitor volume and price action avoid one-click speculation.

• Focus on fundamentals, not fads.

• Watch regulatory signals SEBI’s concern today could trigger tighter guardrails tomorrow.

THE HANOOMAAN INSTITUTE

📈 Buffett’s 10 Stock-Picking Rules: Wisdom for Every Investor

Warren Buffett’s legendary success isn’t a mystery it’s a discipline distilled into 10 timeless rules

1 Stay in your wheelhouse: Only invest in what you truly understand.
2 Buy companies with moats: Seek strong competitive advantages.
3 Margin of safety: Never overpay aim for 25–30% below intrinsic value.
4 Consistent earnings: Prefer stable growth over volatile spikes.
5 High ROIC: Efficient capital deployment matters.
6 Low debt: Financial resilience wins in downturns.
7 Quality management: Integrity and competence are non-negotiable.
8 Think decade, not quarter: Buy with a 10-year horizon holding "forever" isn’t a cliché.

These principles form a roadmap rooted in logic, patience, and humility. They’re not flashy but they work.

🎯 Which rule do you lean on most? Are you focusing on earnings consistency, margin of safety, or staying inside your circle of competence?

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

FII+MOMENTUM
by - Ishmohit

Change in FII holding 3Years > 10% AND
From 52w high < 15% AND
Market Capitalization >1000

Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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