Nigel D'Souza

Crude cooling off has helped Nifty reclaim its pre-Middle East war levels. 📈 FII flows are solid. @NSDL_Depository data suggests monthly inflows could challenge the Dec 2023 record of ₹66,135 cr. FII shorts also down to 70K contracts, a third of the levels seen a few sessions ago.

Data for 11-Nov-2026 A) Cash Market Flows 👎 DII net sold ₹8434 cr 👍 FII net bought ₹12563 cr B) FNO Data FII On Index Futures 👉 Added 4844 Longs 👉 Covered 15484 Shorts 🚨 FII Long:Short at 31%:69% 🚨 FII net shorts at 70k contracts, reduced by 70% in Nov 2026 🩳

DAM Capital has been positive on IIFL Finance & revise TP to 880 Factors at play from DAM Capital note Valuation: 1.2x September 2028 book versus the proposed 1.6x multiple. Earnings growth: 20% CAGR, ~3% RoA and mid-teens-plus RoE sustainability. Gold loan opportunity: Best placed vs peers in terms of nation wide granular presence to capture the shift from unorganised. Housing finance: Recovery prospects following consolidation.

Surge since 8th October 2026 Nifty +3220 pts/ +14.5% NiftyBank +7000 pts/ +13% BSE listed companies Market Cap +Rs.52 lakh cr Stocks Bouncing from 8th October Mahindra & Mahindra +25% HCLTech +21% Tech Mahindra +20% TCS +19% Ultratech Cement +19% Interglobe +18% ICICIBank +18% HDFCBank +18% Maruti Suzuki +17% L&T +17% @CNBCTV18Live

#NiftyBank just 550 pts away from a Fresh High!

MM Forgings Outlook: Margins to hover around 18%. Guidance FY27: Revenue of ₹2000 cr; volumes of 90k units FY28: Revenue of ₹2400–2,500 crore; volumes of 1.05 lakh units youtube.com/watch?v=k16-v_z2…

IIFL Finance in focus on Blackstone investment @JainNirmal says -Fund raise doubles Capital Adequacy - Blackstone will get 1/2 board seats - Cost of funds will dip with rating revision -Net Profit can move to ₹5000cr by FY29 @IIFL_Finance

FII inflows in November 2026 crossed ₹50k cr+, as per NSDL data! @NSDL_Depository FII short positions on Index Futures at an 11-month low. GIFT Nifty +250 pts, Bulls will be eyeing Nifty conquering 25250 on a closing basis.

Bernstein’s Venugopal Garre raises the December Nifty target to 26,100 (18.5x FY28 earnings), from the earlier 25,000 (18x). Global easing & positive momentum offer near-term valuation support. However, rich valuations, weaker earnings, limited upgrades and India's weak global positioning across trade, AI and energy pose downside risks. Stance: Near-term Trading Buy; Neutral over the next 12 months @CNBCTV18Live

India has gone from last to first. Source: Emkay note Over the past four weeks, Indian equities have surged 13.9% in dollar terms, making India the best performer among 11 major markets over 1, 3 & 6 months. Three weeks ago, it ranked last on 3-month returns. But this is catch-up, not yet leadership. India has recovered roughly 40% of its relative underperformance versus emerging markets over the past year. Trends that stand out: Decoupling: India's correlation with global markets has fallen close to zero, a 10-year low. Domestic factors are driving markets for now. Asian tech weakness: Taiwan (-22%) & Korea (-24%) are down sharply over four weeks. Capital rotation: Money flowing out of Asian tech is improving India's relative standing. Will India sustain this outperformance? @CNBCTV18Live

Data for November 9, 2026 @CNBCTV18Live A) Cash Market Flows DII Net Sell ₹7173 Cr FII Net Bought ₹7212 Cr B) FII On Index Futures 👉 Added 3332 Longs 🩳 Covered 7386 Shorts 🚨 FII net shorts down to 91k contracts, lowest in 11 months 🚨 🚨 FII Long:Short at 27%:73% 🚨

Hindalco Management Commentary At aluminium prices of $3000/tn, Indian business EBITDA/tn is expected to be slightly below $2000 Copper EBITDA is expected at ₹1200–1300 cr/per quarter in H2FY27 Novelis EBITDA/tn to steady around $500 @Hindalco_World youtube.com/watch?v=ac11szhA…

Gokaldas Exports Management Commentary 🇺🇸 retail demand has remained strong so far Tariffs have been a headwind across various geographies, but the issues are getting ironed out FY28 will mark a turnaround year youtube.com/watch?v=Po4PWvYA…

Pearl Global Management Bangladesh contributes 50% of revenue No production issues from the disruption Wage revision due by Dec 2026. FY27 Guidance Revenue aspiration of ₹6,500 cr with margins of ~10% Working capital at 50 days youtube.com/watch?v=RBPj6VHh…

Bulls will like to believe that there was a pause on Nifty for Muhurat Trading session & will hope for recent momentum to continue. #GIFTNifty +50 pts We probably missed the FIIs yesterday as they have been putting in the big money & been covering shorts on Index Futures.

Super thrilled for my brother! @ramsayz has officially joined the cast of #Rajinikanth’s #Dharman. Wishing you all the very best. Kill it, bro!🔥