Investing in the Current Stock Market: Strategies from S. Naren (Head of ICICI Prudential Mutual Fund) Honesty is rare in Indian finance. S. Naren, who manages Rs. 6.5 lakh crore in equity, is an extraordinary mutual fund manager who is warning small investors to get cautious.

@AkushBakush @GoldenEye_6 @arabicatrader Mutual Funds have a mandate to buy. But they don’t have a mandate to buy garbage. Most Indian MF managers will not hesitate to ruin the lives of lakhs of small investors just to make one person rich: themselves.

Lenskart IPO: Look at their Accounts with a High-Powered Lens Without "Other Income" they’re still loss-making. PE investors cashing out with 4X in 1 yr. Is your MF buying this diamond? "Other Income" = Liquidation of FDs, MFs, 1-time Deferred Consideration Gain DETAILS:

MF Inflows & Premature Provident Fund Withdrawals Both Jumped in 2020-25 GOI is moving to curb PF outflows. Are both trends correlated? The stock market will sink only when even the "last man standing" gets onboard with his retirement savings. EPFO Data Reveals the Picture:

Eternal (Zomato/Blinkit) Stock Valuation Based on Results YoY Profit Decline (Last 4 Qtrs) Q2FY26: 63% Down Q1FY26: 90% Down Q4FY25: 78% Down Q3FY25: 57% Down Eternal could become the “Poster Boy” of the Indian stock market crash (if ever it happens). How to Value the Stock:

ICICI Bank Results: The Great Growth Engine Falters YoY Net Profit Growth Q2FY25: 14.5% Q3FY25: 14.8% Q4FY25: 18.0% Q1FY26: 15.5% Q2FY26: 5.2% (Big Fall) NOTE: Screener Data indicates ICICI Bank may have included Yes Bank Stake Sale (One-Time Gain) in this Quarter. DETAILS:

HDFC Bank Results: Nowhere to Hide Core Banking Profits are DOWN Q2FY26 vs. Q2 FY25: Net Profit Retail + Wholesale (Core Banking) DOWN ₹ 758 cr = (-) 4% YoY Treasury: UP (+) 466% (~ 5x) YoY Q2FY25: ₹ 744 cr Q2FY26: ₹ 4,213 cr Treasury profit is up 5x. What does it mean?

LG India vs. LG Korea (Global): FY25 SALES LG India: $2.7B LG Global: $61.5B [India: 4.4% of Global] OPERATING PROFIT LG India: $0.35B LG Global: $2.4B [India: 14.6% of Global] MARKET CAP LG India: $13B LG Global: $9.5B [India: 37% Higher] Growth Story Valuation REALITY:

DMart Results: Profitability Dumped Q2FY26 vs. Q2FY25 Per Store Sales UP: 0.76% YoY Per Store Profit DOWN: Negative (-) 9.14% YoY Net Margin: DOWN 0.45% Margin 1 yr ago: 4.56p in ₹1 Now: 4.11p Q2FY26: With Navratri Q2FY25: No Navratri Consumption is gone. @arabicatrader

Why TCS Stock is Down   NARRATIVE: AI-Led, AI-First, AI Journey   REALITY: Global IT Service enters high-capex, low-tech Data Center infra biz against Anant Raj, Hiranandani, Adani-Ambani.   MORAL:   In a bull market: “Tell me a story.”    In a bear market: “Show me the numbers.”

Titan Q2 Sales Update: Zero Growth in Jewellery Company Update: Jewellery Sales: 19% UP Real Update: Gold Price: 19.7% UP [1 July to 30 Sept] Growth reflects gold price rise; and not a rise in actual volumes. Real underlying demand is flat. Stock is up 5% @arabicatrader

LG Electronics & Hyundai Motors have subsidiaries in 50+ countries each. India is the ONLY country where they sold through IPO. Only Indian DIIs will buy the OFS because they want to enrich the Indian public that has entrusted them with their life’s savings. @arabicatrader

Trent Q2 Sales Update Reveals Where the Economy is Headed Q2 FY26: ₹5,002 cr @ 1,101 stores = ₹4.54 cr per store Q2 FY25: ₹4,260 cr @ 831 stores = ₹5.13 cr per store Per Store Sales Decline (-) 11.5% YoY P/E: 106 Stock up 600% in 5 yrs. Mass consumption is broken.

Jubilant FoodWorks vs. Domino's Pizza, Inc. (U.S.) P/E RATIO: Domino’s: 24 Jubilant: 165 DIVIDEND YIELD: Domino’s: 1.63% Jubilant: 0.19% MARKET CAP: Jubilant: Rs. 41,000 cr Domino's: Rs. 1.3 lakh cr (just 3 times) India’s “Growth Story” Valuations – A Global Comparison:

Tata Capital IPO: Merger with Loss-Making Tata Motors Finance Ltd Before IPO, Tata Capital took over this low-quality TMFL with high NPAs. With 35% retail plus LIC/MFs as anchors (public money), media should have informed the merger risks. Tata Capital Post-Merger Data FY25:

Credit Growth Fuels Stock Market Boom, But Leaves Investment & Consumption in the Dust RBI has announced 22 measures to boost credit. Liquidity pumping in the last 5 yrs has led to loan growth. But it hasn't translated into demand growth. Data shows where the money is going:

Tata Motors (JLR) Cyberattack: Foreign Media Targets TCS When you obsess over customers & employees, shareholders win. When you obsess over shareholders, you are Penny Wise, Pound Foolish. This sums up the 150-year-old Tata Group in the post-Ratan Tata era. REPORTED FACTS: 1.

How Stock Market Mania Ends Period: Sept 18, 2024 to Sept 17, 2025 Total No. of Equity MF Schemes: 274 74% MFs: Negative Returns Almost all remaining 26%: Below 2% returns Only 2 out of 274 MFs gave higher-than-FD returns MF Investor Loss Tolerance: When Does Panic Begin?