Whalesbook
Toh bhaiyo, hua kya hai ki jab bhi Foreign Institutional Investors (FIIs) market se paisa nikal rahe hain, hamare Desi Institutional Investors (DIIs) ne poora market sambhal liya hai. Pata hai, is hafte FIIs ne lagbhag ₹4,111 crore beche, lekin DIIs ne ₹6,748 crore laga kar sabki bolti band kar di! Ye trend sirf is hafte ka nahi hai. March 2026 mein bhi dekho toh DIIs ne ₹1.16 lakh crore lagaye the jabki FIIs ne ₹1.18 lakh crore nikal liye the. Aur agar 2026 ke pehle 4 mahine ki baat karein toh DIIs ne ₹3 lakh crore se zyada invest kiye hain, jabki FIIs ne ₹2 lakh crore nikal liye hain. Aur roz ka ₹32,000 crore ka SIP ka jugaad toh hai hi, jisne market ko pehle bhi girne se bachaya hai.
Aur ek badi khushkhabri! Apna Indian Rupee jo pehle all-time low par pahunch gaya tha (lagbhag ₹95.43 per USD), woh bhi wapas ₹94.48 par aa gaya hai. Is rebound ne investors ka confidence aur badha diya hai. Aur haan, crude oil prices jo $100 ke upar chal rahe hain, unka dar bhi thoda kam hua hai. Yaad hai, agar crude oil mehnga hota hai toh hamari import cost badh jaati hai aur rupee kamzor hota hai. Analysts ka kehna hai ki quarter ke end tak rupee ₹94.59 aur 12 mahine mein ₹93.08 tak ja sakta hai.
Aur yeh rally sirf bade stocks tak seemit nahi hai! Chote aur beech ke stocks ne toh kamaal hi kar diya. Nifty Smallcap index 4% badha aur Nifty Midcap 100 index 3.5% badh kar naye all-time high par pahunch gaya. Isme Firstsource Solutions aur Yes Bank jaise stocks ne investors ki jeb bhar di.
Bade stocks mein bhi movement dekha gaya. Mahindra and Mahindra, Adani Ports, HDFC Bank jaise companies ne market cap mein growth dikhai. Wahi, State Bank of India, Bharti Airtel, aur Tata Consultancy Services thode neeche aaye. Valuation ki baat karein toh M&M ka P/E 21.70, Adani Ports ka 28.68, HDFC Bank ka 16.26 hai. TCS toh apne industry average se kaafi neeche 18.19 par trade kar raha hai, jise kuch experts undervalued maante hain. Aur SBI ka P/E 11.66 hai.
Lekin bhaiyo, abhi bhi kuch chizon par nazar rakhni padegi. Agar FIIs ki selling badh gayi ya geopolitical tensions aur badh gaye toh market phir se gir sakta hai, jis se crude oil prices aur upar ja sakte hain. Isse inflation badh sakta hai aur RBI ko bhi note bandi karne par sochna pad sakta hai. Analysts ka kehna hai ki market mein 'buy-on-dip' strategy apnana achha rahega. Agar Nifty 25,000 ka level maintain karta hai toh aur tezi aa sakti hai. India ke liye aage ka trend crude oil prices aur currency ki stability par nirbhar karega.