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Navigating Market Volatility: Insights from Mark Mobius Renowned investor Mark Mobius recently discussed the market's ups and downs, linking much of the current volatility to election jitters. According to Mobius, elections have a profound impact on market behavior due to the heightened emotions and uncertainty they bring. In a conversation with CNBC-TV18, Mobius pointed out that these emotional reactions often create investment opportunities. His advice? When emotions drive markets, consider doing the opposite of the crowd's sentiment. For instance, if everyone's selling, it might be a good time to buy, and vice versa. Mobius also commented on the noticeable outflow of money from Foreign Institutional Investors (FIIs), attributing it to election-related uncertainties. He mentioned that investors worldwide tend to shy away from uncertain situations, such as election outcomes, leading to such withdrawals. Despite these challenges, Mobius remains positive about the market's future, especially if the current government remains in power. He highlighted India's potential to attract foreign investment, particularly in technology. According to him, India could emerge as a hub for tech infrastructure and manufacturing by enticing major players from China, Taiwan, the US, and other nations. This potential growth avenue hinges on the Indian government's ability to draw in these large-scale manufacturers. What is your take? Comment and Stay tuned for more updates! 𝗞𝗘𝗔𝗦𝗧𝗢𝗫 Best Stock Broker, Financial & investment Advisor, Equity, Commodity, Currency, SIP, Mutual Fund, PMS, Service Provider in Ahmedabad 📱+91 8989 1818 98 🌍 www.keastox.com #keastox #keaedu #keadigi #keagroup #Equity #Commodity #Currency #SIP #MutualFund #Insurance #Loan #Wealth #Management #Advisor #StockMarket #ShareMarket #StockBroker #SME #IPOListing #StartupInvestment #unlistedequity #privateequity #GDP #investments #indianeconomics #economy #Finance #Volatility #India #FII

Navigating Market Volatility: Insights from Mark Mobius Renowned investor Mark Mobius recently discussed the market's ups and downs, linking much of the current volatility to election jitters. According to Mobius, elections have a profound impact on market behavior due to the heightened emotions and uncertainty they bring. In a conversation with CNBC-TV18, Mobius pointed out that these emotional reactions often create investment opportunities. His advice? When emotions drive markets, consider doing the opposite of the crowd's sentiment. For instance, if everyone's selling, it might be a good time to buy, and vice versa. Mobius also commented on the noticeable outflow of money from Foreign Institutional Investors (FIIs), attributing it to election-related uncertainties. He mentioned that investors worldwide tend to shy away from uncertain situations, such as election outcomes, leading to such withdrawals. Despite these challenges, Mobius remains positive about the market's future, especially if the current government remains in power. He highlighted India's potential to attract foreign investment, particularly in technology. According to him, India could emerge as a hub for tech infrastructure and manufacturing by enticing major players from China, Taiwan, the US, and other nations. This potential growth avenue hinges on the Indian government's ability to draw in these large-scale manufacturers. What is your take? Comment and Stay tuned for more updates! 𝗞𝗘𝗔𝗦𝗧𝗢𝗫 Best Stock Broker, Financial & investment Advisor, Equity, Commodity, Currency, SIP, Mutual Fund, PMS, Service Provider in Ahmedabad 📱+91 8989 1818 98 🌍 www.keastox.com #keastox #keaedu #keadigi #keagroup #Equity #Commodity #Currency #SIP #MutualFund #Insurance #Loan #Wealth #Management #Advisor #StockMarket #ShareMarket #StockBroker #SME #IPOListing #StartupInvestment #unlistedequity #privateequity #GDP #investments #indianeconomics #economy #Finance #Volatility #India #FII

Markets are based on Trust and effective Regulators help build the requisite Trust in Markets. Strong and Independent Capital Market Regulators ensure that the Nation and Investors are not taken for a ride. In turn, it enables Investee Companies to widen their Investor base and Investors to improve returns on their capital. Virtuous Cycle. Massive corruption, lack of independence and scandals erode the faith of the investors and public at large in capital markets. Eventually, the resultant lack of Trust leads to inefficient Capital Markets and harms retail investors as well. Vicious Cycle. At this juncture of its economic development, India needs to determine whether it should opt for Virtuous Cycles or Vicious Cycles? #BuildTrust

Today's Headlines from :- *Economic Times* 📝 Defence Ministry set to clear ₹70,000 crore frigates' order 📝 US considers tougher trade rules in China chip crackdown 📝 Consumption of natural gas rises 7.1% YoY in June 📝 Hathway Q1 Results: Net profit declines 18% YoY to Rs 18.3 crore, revenue at Rs 502.6 crore 📝 LTIMindtree Q1 Results: Cons PAT falls over 1% YoY to Rs 1,134 crore; revenue rises 5% 📝 I&B sector attracted FDI worth Rs 7,012 crore in FY24: DPIIT 📝 Hinduja Tech to acquire Tecosim Group for 21 mn euros 📝 JSW MG Motor to invest Rs 3,000 cr in India by 2025, to launch five new cars 📝 ADB okays $240.5 million loan for rooftop solar systems 📝 Sanofi to invest Euro 400 mn in its Hyderabad GCC by 2030 📝 Nvidia, Pfizer lead $80 million funding for Israeli medical AI tech firm CytoReason 📝 Dharana Capital mops up Rs 400 crore worth shares in Urban Company in secondary investment 📝 Ankurit Capital leads $3 million investment in fintech startup OmniCard 📝 NBFC Seeds Fincap raises over $8.5 million funding from Lok Capital, Z47 📝 Consumer lighting startup Corvi LED raises $8 million from Enam Investments *Business Standard* 📝 AI solutions firm Tredence to expand India operations, to hire more staff 📝 Asian Paints Q1 results: Net profit falls 24.5% on weak demand, price cuts 📝 TVS to invest 200 mn pounds in Norton Motorcycles; India launch on plan 📝 MCA allows multiple KYC updates throughout the year for directors 📝 OIa founder calls to create India's own AI stack, use DPI to build datasets 📝 On its 3rd anniversary, Zepto logs highest-ever order volume at 750k 📝 Zydus announces licensing deal with Takeda for new GERD drug Vault 📝 Tata Steel seeks bigger share in auto sector, pins strategy on Odisha plant 📝 G7 trade ministers' meet: Union min Goyal discusses FTA with UK, EU 📝 Centre expands area limits by over 4x to boost critical minerals mining 📝 Labour productivity shrank in 9 industries during FY23: RBI's KLEMS data 📝 PE investments in realty sector up 15% to $3 billion in H1: Knight Frank 📝 Google working with govt to support 10,000 startups in GenAI solutions 📝 Zensar acquires BridgeView to expand into biopharma, life sciences industry *Financial Express* 📝 Yamaha India targets 1-million unit volumes milestone 📝 Zee to raise $239 mn via FCCBs 📝 FPI inflows in FAR bonds cross $1-bn mark 📝 PwC seeks extension of 15% corporate tax for new units 📝 Cabinet nod soon for India to join US-led IPEF trade pact *Mint* 📝 Railways issues new policy for power car maintenance 📝 IMD issues flash flood alert for south and central India amid heavy downpour 📝 India set to sign headquarters agreement with Global Biofuels Alliance soon 📝 Delhi Metro launches check-in facility for international flights at two stations 📝 Glenmark gets USFDA approval for drugs on seizures 📝 NCLT admits Essel Group company Primat Infrapower into insolvency

“Freedom in the Mind, Faith in the Words… pride in our souls….Let’s salute the Nation on this 78th INDEPENDENCE DAY.” Good Morning 🙏🪴 Today's Headlines from SIPfund. *Economic Times* 📝 Bharti raises USD 1.8 billion from Barclays for BT stake buy 📝 Defence ministry to sign Rs 21,000 cr deal for 230 Sukhoi jet engines 📝 NCLAT stays insolvency proceedings against Coffee Day Enterprises 📝 WHO declares mpox outbreaks in Africa a global health emergency 📝 Glenmark Q1 Results: Net profit doubles to Rs 340 crore 📝 SpiceJet Q1 profit down by 20% to Rs 158 crore as cash crunch hits ops 📝 India's trade deficit widens YoY to $23.5 bn in July; exports down 1.4% 📝 India’s wholesale inflation eases to 3-month low of 2.04% in July 📝 Flexiloans to raise $35 million in a fresh equity 📝 Wealthtech platform Syfe raises $27 million from Peter Thiel's Valar Ventures, others 📝 Aris Infra files draft IPO papers, plans to raise Rs 600 crore 📝 Smart mobility company Six Sense Mobility secures Rs 6 crore seed funding from Piper Serica *Business Standard* 📝 Accenture gets CCI's nod to acquire stakes in Vodafone's arm VSOL 📝 Ola Electric Q1 results: Loss widens to Rs 346 cr, revenue at Rs 1,644 cr 📝 Axis Bank expands wealth management biz rapidly in non-metro cities 📝 Oyo posts first-ever annual profit of Rs 229 crore in FY24, eyes expansion 📝 India's July palm imports surge, near one-year high on festive demand 📝 Google begins assembling Pixel 8 in India, plans major manufacturing shift 📝 Passenger vehicle wholesales fall 2.5% in July as retail inventory piles up 📝 Telecom sector AGR rose 8.24% to Rs.2.7 trillion in FY24, shows Trai data *Financial Express* 📝 Govt checks for tax implications in BSNL-MTNL service agreement 📝 India-Bangladesh trade flows smooth: Govt 📝 Govt kick-starts revamp of Centrally Sponsored Schemes 📝 Canada fund invested Rs 7,035 cr in India in Q1 *Mint* 📝 US agency fines T-Mobile $60 million over data breaches 📝 Gilead gets US FDA approval for inflammatory liver disease drug 📝 China's steel industry in trouble as property market woes hit demand 📝 Karnataka govt orders state departments to close accounts with SBI and PNB 📝 Personal guarantors face bankruptcy action over ₹11,990 crore in June quarter 📝 IMD issues orange alert for east Rajasthan, warns of heavy rains in Wayanad 📝 Hindustan Aeronautics Q1 net profit jumps 77% to ₹814 cr; revenue up 11% YoY 📝 ICMR, Panacea Biotec begin Phase 3 trial of indigenous dengue vaccine DengiAll 📝 FPI outflows reach ₹17,404 crore in August so far; volatility expected to continue.

Today's Headlines from : *Economic Times* 📝 Govt expands committee for drug and medical device pricing reforms, includes more industry representation 📝 Private sector activity rises to highest level in nearly 14 years 📝 Naveen Jindal group plans Rs 15,000-crore green energy push 📝 NARCL raises ₹670 cr in fresh equity from existing shareholders 📝 Lava International plans to raise Rs 600 cr via IPO in FY26 📝 RCRS Innovations files draft papers with NSE Emerge to raise funds via IPO 📝 Agri exports fall 9 pc to $43.7 bn during Apr-Feb 2024 due to global, domestic factors 📝 PayU gets in-principle nod from RBI to be payment aggregator 📝 Google invests $640 million in new data centre in Netherlands 📝 Flipkart Ventures to fund, mentor GenAI-based early stage startups *Business Standard* 📝 Vedanta Resources eyes various fundraise options for Zambia copper mine 📝 SBI Card introduces inaugural travel-centric core credit card 'MILES' 📝 Apple's Q1 smartphone shipments in China down by 19%, worst since 2020 📝 Special audit starts at IIFL Fin after RBI restricted gold loan sanction 📝 ICICI Pru Life Q4 results: Net profit drops 26% to Rs 173.76 crore 📝 Tata Consumer Products Q4 results: Net profit declines 19.3% to Rs 217 cr 📝 Razorpay forays into UPI infrastructure space, offers UPI Switch 📝 Fintech major BharatPe launches an 'all-in-one' payment acceptance device 📝 Zydus Lifesciences gets China nod for drug to treat CKD-linked anaemia 📝 India's positive demand trends fuel flash composite PMI to 62.2 in April 📝 Outward remittances hit new high at $29 billion in April 2023-February 2024 *Financial Express* 📝 Auction process to continue for mobile service spectrum 📝 Regulator plans new tariff policy for petroleum product pipelines 📝 Reliance, JSW among bidders for battery storage PLI 📝 IndusInd Bank announces successful execution of RBI’s programmable CBDC pilot 📝 Extreme weather, geopolitical tensions risk to inflation: RBI 📝 FPIs trim stake in private banks 📝 PSP Projects to raise Rs 244 crore via QIP; sets floor price of Rs 682.59/share *Mint* 📝 IBM Is in Advanced Talks to Acquire Software Provider HashiCorp 📝 MCX Q4 Results: Net profit at ₹88 crore, revenue down 35%; dividend declared 📝 India successfully tests new version of medium-range ballistic missile 📝 India's crude oil consumption up 4.6% in FY24, output rises marginally at 0.6% 📝 Centre looks at ways to increase equity investments, financing in MSMEs 📝 Tata Elxsi Q4 Results: Net profit drops 4.6% to ₹197 crore, dividend declared 📝 China finance ministry voices support for central bank bond trading 📝 Air India, All Nippon Airways forge new Codeshare partnership

In today's rapidly growing Indian economy, it's essential that we support the efforts of institutions like SEBI that work tirelessly to ensure a fair and transparent marketplace. While constructive criticism is valuable, we must be vigilant against misleading and fake reports that aim to destabilize our markets and erode investor confidence. India's growth story is one of resilience and innovation. Let's not allow baseless allegations to cloud our progress. SEBI's role in regulating and safeguarding our markets is crucial, and as responsible citizens, we should stand by the integrity of our financial institutions. Criticism is necessary for growth, but we must be careful not to undermine our own efforts or play into the hands of those who do not have our nation's best interests at heart. India's growth and bull market should be celebrated and protected, not questioned in a way that could weaken our progress. SEBI ZEE Business CNBC_Awaaz CNBC_ AWAAZ moneycontrol.com

Today's Headlines from :- Economic Times 📝 Defence Ministry set to clear ₹70,000 crore frigates' order 📝 US considers tougher trade rules in China chip crackdown 📝 Consumption of natural gas rises 7.1% YoY in June 📝 Hathway Q1 Results: Net profit declines 18% YoY to Rs 18.3 crore, revenue at Rs 502.6 crore 📝 LTIMindtree Q1 Results: Cons PAT falls over 1% YoY to Rs 1,134 crore; revenue rises 5% 📝 I&B sector attracted FDI worth Rs 7,012 crore in FY24: DPIIT 📝 Hinduja Tech to acquire Tecosim Group for 21 mn euros 📝 JSW MG Motor to invest Rs 3,000 cr in India by 2025, to launch five new cars 📝 ADB okays $240.5 million loan for rooftop solar systems 📝 Sanofi to invest Euro 400 mn in its Hyderabad GCC by 2030 📝 Nvidia, Pfizer lead $80 million funding for Israeli medical AI tech firm CytoReason 📝 Dharana Capital mops up Rs 400 crore worth shares in Urban Company in secondary investment 📝 Ankurit Capital leads $3 million investment in fintech startup OmniCard 📝 NBFC Seeds Fincap raises over $8.5 million funding from Lok Capital, Z47 📝 Consumer lighting startup Corvi LED raises $8 million from Enam Investments Business Standard 📝 AI solutions firm Tredence to expand India operations, to hire more staff 📝 Asian Paints Q1 results: Net profit falls 24.5% on weak demand, price cuts 📝 TVS to invest 200 mn pounds in Norton Motorcycles; India launch on plan 📝 MCA allows multiple KYC updates throughout the year for directors 📝 OIa founder calls to create India's own AI stack, use DPI to build datasets 📝 On its 3rd anniversary, Zepto logs highest-ever order volume at 750k 📝 Zydus announces licensing deal with Takeda for new GERD drug Vault 📝 Tata Steel seeks bigger share in auto sector, pins strategy on Odisha plant 📝 G7 trade ministers' meet: Union min Goyal discusses FTA with UK, EU 📝 Centre expands area limits by over 4x to boost critical minerals mining 📝 Labour productivity shrank in 9 industries during FY23: RBI's KLEMS data 📝 PE investments in realty sector up 15% to $3 billion in H1: Knight Frank 📝 Google working with govt to support 10,000 startups in GenAI solutions 📝 Zensar acquires BridgeView to expand into biopharma, life sciences industry Financial Express 📝 Yamaha India targets 1-million unit volumes milestone 📝 Zee to raise $239 mn via FCCBs 📝 FPI inflows in FAR bonds cross $1-bn mark 📝 PwC seeks extension of 15% corporate tax for new units 📝 Cabinet nod soon for India to join US-led IPEF trade pact Mint 📝 Railways issues new policy for power car maintenance 📝 IMD issues flash flood alert for south and central India amid heavy downpour 📝 India set to sign headquarters agreement with Global Biofuels Alliance soon 📝 Delhi Metro launches check-in facility for international flights at two stations 📝 NCLT admits Essel Group company Primat Infrapower into insolvency 📝 India considers Chinese visa reforms after businesses hit by delays

In another encouraging development that #EconomicTimes reported yesterday, #IAMAI has echoed our ( independently expressed) pushback on the ex ante regime for digital markets, proposed in CDCL Report {link to the reportage after the post below} The Digital Competition Bill on its terms will punish India's start- up ecosystem and fintechs as a principal component of it for simply aspiring to grow and achieve scale. {See Clause 3 as exhibit A in this direction}. As a natural corollary, it will also likely visit unintended consequences on consumers; traditional protectorate of classic antitrust law. Historically, technology & innovation are disinflationary. Inhibiting either may arrest downward pressure on prices. Abstracting away, ex -ante regulation as a policy lens stands on untested premises at present. Digital markets are characterized by dynamism that make them more amenable to contextual "rule of reason" analysis. So, the proponents of the regime globally as also in India have a heavy burden of proof that they appear not to have been discharged. It's always tempting to imagine that there's a binary playing out between technology start- ups and incumbents on one hand, and the antitrust regulators on the other; and the latter are engaged in some kind of heroic battle for the little guy ( gal). This dynamic has unfortunately gained currency in Europe. But unlike them, we are a growing economy with enviable entrepreneurial talent, lowest data costs and a median age of 28. We need not follow their black mirror vision. https://lnkd.in/gZUGup6w Black Dot Public Policy Advisors, #antitrust, #Startups, #whitemirror, #blackmirror

Today's Headlines from : *Economic Times* 📝 RBI urges ARCs to follow the regulations in letter & spirit 📝 Trai to tighten rules to check pesky communication 📝 Five lakh sellers onboard ONDC so far: DPIIT secy 📝 UN raises India's 2024 growth forecast to 6.9% 📝 Zydus Lifesciences Q4 Results: Drug makers posts threefold YoY jump in net profit to Rs 1,182 crore 📝 TV Today Network Q4 Results: Net profit jumps nearly 2-fold to Rs 11.46 crore 📝 India's forex reserves rise for second straight week, up by $2.56 bn 📝 HDFC Bank raises USD 500 mn from IFC for on lending to women borrowers 📝 BEML Ltd bags order worth Rs 250 crore from Northern Coalfields for rear dump trucks 📝 Startup funding falls 34% on year to $118 million this week 📝 Delhivery forms subsidiary to offer drone services *Business Standard* 📝 India must up its share in global manufacturing: FM Nirmala Sitharaman 📝 FPI selling tops $3.5 billion amid Lok Sabha poll jitters, flows to China 📝 Ola in talks with Mysuru-based Kaynes Semicon to make chips for its EVs 📝 PB Fintech's Dahiya, Bansal divest Rs 1,109 crore worth of shares 📝 Bandhan Bank Q4 results: Net profit declines 94% to Rs 54.6 crore 📝 JB Pharma Q4 results: Net profit soars 43% to Rs 126 cr, revenue up 13% 📝 SII to acquire 20% stake in needle-free tech company IntegriMedical 📝 GSK Pharma Q4 results: Profit rises 45% on growth in NLEM drugs, vaccines 📝 Go Digit IPO: Issue subscribed over 9.6 times on final day, QIBs bet big 📝 OpenAI enters into Google ecosystem with Drive integration in ChatGPT 📝 Medical device companies get a three-month extension for licences *Financial Express* 📝 JSW Steel net profit falls 64.5% to Rs 1,299 crore 📝 Vodafone Idea plans Rs 50-55K crore capex over 3 years 📝 Diagnostic startup, Healthians plans overseas expansion 📝 Misconduct order passed by ICAI against PwC firms *Mint* 📝 Nippon Steel Boosts Efforts to Woo US Steel Workers, Politicians 📝 Russian court seizes 463 mln euros of UniCredit assets 📝 Granules India Q4 Results: profit rise by 8.4% YOY 📝 Siemens Gamesa's India wind biz up for sale at $1 billion valuation 📝 Cremica eyes fundraise as investor plans exit 📝 CoreWeave raises $7.5 billion in debt for AI computing push 📝 Indian companies should reduce dependence on China, reiterates Jaishankar 📝 Atul Auto Q4 results: Net profit rises to ₹4.8 cr, revenue at ₹160.14 cr.