BPS Investments

20/10/2026

19/10/2026

19/10/2026

Marco Rubio - US Sec of State is visiting India & meeting Mr Mukesh Bhai Ambani.

The claim 🛄 is oil, diesel prices are increasing heavily in USA, and the problem is because of the supply chain ⛓️ ⛓️‍💥 disruption as per the US President speeches but the data states entirely different picture 🖼️🖼️.

Aa per the US Energy Dept the data for oil 🛢️🛢️ & diesel ⛽ shows that the price's are almost stable for last 5 year's..

Then where is the game 🎯🎮
In english there is a word called Rhetoric, it means to make a statement but which is Not 🚫 sincere.Same is happening from them.

We can describe the current situation in marathi as
युद्धात विनाकारण मारली उडी आणि इकॉनॉमी हात पाय मोडी.

Till time we look at the +ve points of our economy what can we say that...

Fairfax Holdings is acquiring IDBI bank 🏧 🏧 🏦 🏦

Abu Dhabi Financial Holdings is eyeing share in Bandhan Bank 🏦 🏦

Emirates NDB acquired 60% controlling stake in RBL Bank 🏦 🏦,

Sumitomo already is the majority share holder in Yes Bank 🏦 🏦

FDI inflows in India for last 5 years in Greenfield category has doubled that of China where India attracted $351billion while China took $159 billion.

This is not 🚫 my view 🪟 but report as per BCG - BOSTON CONSULTING GROUP.

Then the question ❓❓⁉️ arises as in spite of these good 😊👍 news 📰📰 why the Market is not 🚫 reacting to it.

Have we looked at the US 10 year benchmark data,? which shows that the rate has increased from 1.84% in 2016 to 5.07% as of 2026, Friday September.

The 1line analysis is that equity is a risk based investment, if a wealthy 🤑🤑 person or an institution invests, they may look at many angles and if the investment is safer in their own country and if the investment even if in debt securities, then , when the conditions are unstable, the investment lookout moves from
For Profit to
For Capital Protection.

Is then Indian market bad, not 🚫 necessarily, if we study the earnings data for Nifty and the different sectors, let's study that later.

Till then happy investments.

BPS INVESTMENTS is an AMFI registered ®️ & Regulated Mutual Funds distributor.

ARN is 202429.

If any one wants to have clarification on the data and the subject you are welcome to contact at

Pradyumna B Sevekari
BPS INVESTMENTS
9022065920, 9823021628
[email protected]

We are not 🚫 SEBI registered ®️ investment advisor and do not 🚫 predict/ project market returns.

Marco Rubio - US Sec of State is visiting India & meeting Mr Mukesh...

06/10/2026

World 🌎🌎 is full 🌕 of negativity if we look around. But somewhere down the line we can spot some positive news 📰📰 also.

One such news 🗞️📰 was published in Economic Times on 2nd October 2026 which was related to SIP Investments which made investors crorepati in 15 years.

Out of all the funds like Flexi Cap, Mukti Cap, Mid Cap, Small Cap mentioned in the news , the majority of the investment concentration was in the mid cap sector.

MidCap as a sector came into existence in 2004, currently there are 3 mid cap indices like Nifty MidCap 50, Nifty MidCap 100 & Nifty MidCap 150.

If we look at the returns since inception till date what we are able to find is that out of 23 times , 17 times the midcap sector gave positive returns and only for 6 times its return turned negative.

During the Financial Meltdown of 2008 the midcap index turned negative by 58% but the very next year it zoomed and gave a staggering 99% return.

There are many reasons which we can attribute towards the performance.

As per AMFI data , the midcap s are those companies which have market cap between ₹33664 cr to ₹106278 cr
The most important point I wish to highlight is that instead of looking & reading the news around us, if we are focused on our activity and consciously do our investment in the right way. I don't think we may ever face any problem.

What we require to achieve financial independence is
P = Patience
C= Consistency

These 2 rare gems if we possess our chances of winning the bet always increases.

World 🌎🌎 is full 🌕 of negativity if we look around. But somewhere d...

30/09/2026

There are almost 8700 to 8900 companies listed on NSE & BSE.

Out of that actively traded companies are around 4100 to 4300 on BSE, & on NSE the data shows for 2700 to 2800 companies.

Last time we saw that due to the geo political changes the FII have become of trader mentality than that of moving into investor category.

They may change their behaviour, depending upon the chsnge in the situation or may keep running 🎽💨 the show in the same way. But they are able to draw Good 😊 percentage profitability from short term trades by investing in IPO/FPO than waiting for 1,2 years and reap the profits.

They are not 🚫 interested in getting multi baggers from their portfolio, but simply, Trade,Earn Money and move out.

Our data from study of market ownership shows that DII investment has doubled from 10.5% to 19.5% to 20% in the market ownership while FII ownership has significantly reduced from 22% to 15 to 15.5% from 2015 to 2026 March data.

There are almost 8700 to 8900 companies listed on NSE & BSE.Out o...

30/09/2026

https://youtu.be/R2yXLo5bLXA?si=kUmTzqZ7sbCBfixy

There are almost 8700 to 8900 companies listed on NSE & BSE.Out o...

24/09/2026

https://youtu.be/-2-qyMz2rE8?si=ua7ds1esSmP6qXdC

The market tanked today by almost 1200 points.It was natural and bo...

21/09/2026

https://youtu.be/n6IEJ-W6xqs?si=q8kudP_ymsx0xHYd

C + I + G + N = GDP
Agriculture + IT Sector are the major contributors in our GDP.

Agriculture gives 45% employment & contributes around 15 to 17% in the GDP while IT sector employees around 1% & contributes 7% in the making of GDP

India has a background of rich 🤑 🤑 culture 🧫 & festivals 🥮🎎 which add to the positivity of the GDP.

India's festive corridor stretches for almost 120 days, ranging from Raksha bandhan & Diwali 🎇 🪔 🎇 🪔 to marriage season of November & December.

During Dashera & Diwali trade happens of almost ₹ 6 lkh cr, while during the Marriage season the trade extends to almost ₹ 7 lkh cr.
The 10 year data says that the trade has almost tripled from 2016 to 2026 from ₹1.85 lkh cr to almost ₹6 lkh cr.

This is the power of festivals to up & light the trade to make the GDP numbers bright.

Perception & Statistics are 2 sides of a coin like the Asset & Liability of Balance sheet.

To know and understand why still then,, my portfolio is not performing we need to analyse the stock ownership .

We still require FII for the stock performance, why , let's see in the next episode

C + I + G + N = GDPAgriculture + IT Sector are the major contribut...

16/09/2026

Americans’ incomes rose and poverty fell in 2025, Census Bureau says.

World fainting but America enjoying.

What is the real issue when the entire world is grappling with the issue of price rise and income dropping how can American's see their wealth rising.

Don't think this is the common scenario world wide, should we focus on that , absolutely not.
Take yesterday's example, markets ie the Sensex fell by more than 1000 points , the entire media painted views related to middle east tension, US duty hikes, new tension from Russia & Ukraine.

Market is a game of Perception & Statistics.
We should focus on Statistics and convey over financial decisions to our mind to continue with the disciplined approach.

What Statistics says, yesterday was weekly F & O ie derivatives closing day, the market is bound to gyrate like a ship in the storm, good it did not sink.

What happened today, market went up, what are people giving reason , Mr. Jayshankar said that India will not bow down in front of USA. Nothing of that sort.

So what to do,
Not to read too much
Focus on our activity
Be disciplined
Stay calm

Action
If market goes down, if there is availability of some additional capital, increase the SIP.

Pl, Pl,Pl DO NOT TRADE in any F & O ie derivative gambling.

That is not our cup of tea
Preserve the capital to create wealth.

Pradyumna b Sevekari
9022065920,9823021628

[email protected]

"कर्मण्येवाधिकारस्ते मा फलेषु कदाचन।मा कर्मफलहेतुर्भूर्मा ते सङ्गोऽस्त्वकर्मणि॥"(Bhagavad Gita, Chapter 2, Verse 47)