@kuttrapali26 @kuttrapali26 Channel on Telegram

@kuttrapali26

@kuttrapali26


[email protected]

Ayushi Chauksey
SEBI RIA- INA000008075
Investment Advisor or her associates or her relatives do not hold any financial interest or actual/beneficial ownership in the financial products/ securities advised in its personal portfolio.

@kuttrapali26 (English)

Are you looking for expert financial advice and investment tips? Look no further than @kuttrapali26! Run by Ayushi Chauksey, a SEBI Registered Investment Advisor (RIA) with registration number INA000008075, this Telegram channel is your go-to destination for all things related to investments. Ayushi and her associates provide unbiased and reliable information to help you make informed decisions about your financial future. It's important to note that Ayushi and her team do not have any financial interest in the products or securities they recommend, ensuring that their advice is always in your best interest. Whether you're a novice investor or a seasoned pro, @kuttrapali26 has something for everyone. Join the channel today and start your journey towards financial success!

@kuttrapali26

09 Jan, 10:51



Update:Resume/Application Status



Dear Members


I would like to sincerely thank each one of you for your participation. The profiles I received were exceptionally qualified with very rich work experience. Receiving over 400 applications, despite the stringent SEBI criteria has deeply inspired me.


I regret that I am unable to accommodate many outstanding applications due to limited budget and specific requirements.Thank you once again for your interest and enthusiasm.


I have emailed the selected candidates with further information. kindly check your inbox/Spam Folder and respond.


Thank you

@kuttrapali26

04 Jan, 07:50



📋I am Hiring: Research Analysts


Dear Members

Pleased to inform you that I am seeking to work with two Research Analysts to expand and deliver seamless services.


Apply now by clicking the link below:

https://forms.gle/vAve1XEn9Q3k7RUC7



📑Hiring Requirements (As per SEBI Rules):

1.NISM Certificate (Mandatory for all)

NISM Research Analyst (RA) Certificate (Series XV)

2.Qualifications:
•Postgraduate degree OR
•Graduate with 5 years of experience in the finance sector (Experience certificate required) OR
•CA/CFA

2.Location:
•Mumbai
•However 1 research analyst can work from home ( any location )

Excited to work as a team.

Please note if your CV is selected, I’ll reach out to you within a week

@kuttrapali26

01 Jan, 06:12


Wishing everyone a very Happy New Year!


After Trump’s swearing-in on January 20, markets are expected to be highly volatile. My New Year’s resolution is to stay fully active on Telegram/Twitter during this period of heightened volatility.



Let’s grow together🌱

@kuttrapali26

21 Nov, 04:44


📋In my opinion Adani news will maximum have an impact of 48 Hours not more than that.



⌛️I am more worried about
#Macro data (DXY & Bond yields), Also very Happy that macro data is getting weaker as it provides an opportunity to buy stocks at discounted prices.



Goodmorning

@kuttrapali26

18 Nov, 07:03


Good morning


If you’re looking for support in Nifty,here are the exact technical support😉


23500
23330
23100
22750
22200
21420
20420
19999
18888


📋In my opinion,instead of trying to Catch the bottom,start adding stocks with low PE high ROE & high growth potential.


In good Faith🌱

@kuttrapali26

15 Nov, 07:22


As expected,Fed Chair Powell took a U-turn,No rate cut in dec also no hurry to cut rates.

Bitcoin & Dow Dips (-200)

I repeat RBI Governor Is absolutely bang on by not cutting rates

Now we just need Tax Cut from Govt To boost economy, Expecting The same in Budget

#Morning

@kuttrapali26

14 Nov, 14:16


Someone asked a trader Today,are you sad because market went down


Traders said: No, I am hungry🧎🏻‍➡️

@kuttrapali26

14 Nov, 07:17


Why India doesn’t need a rate cut?


📋Housing prices are extremely high & we are buying houses at any price


📋Car sales have surged,leading to a massive inventory buildup by car companies.

📋I have heard of people taking multiple loans from NBFCs. NBFCs are approving these loans for higher growth without extra caution.


In my opinion I don’t think India needs a rate cut, but a “tax cut” can enable middle class to spend on daily necessities”



#Taxcut

@kuttrapali26

14 Nov, 06:10



📋Bond Yield vs. Inflation: Is a Fed Rate Cut a massive Blunder



💸Bond yields are clearly indicating that Fed rate cut could be a very wrong decision. This is why I appreciate RBI not cutting rates.


⌛️In the short term, Rate cut can give feel good, However, if inflation rises (which I believe is very likely), we may see 2025 to become extremely volatile year.


👨🏼‍💼Most importantly, Trump is against Fed rate cut & now It will be interesting to watch Powell vs. Trump in 2025


👨🏻‍💼I hope Powell steps down without any legal disputes,as this would be beneficial for global markets and equally very positive for the Indian markets.



#Macro

@kuttrapali26

14 Nov, 05:31



🇺🇸DXY (Dollar index)Update


A Strong dollar indicates where institutional money is Flowing.


10 days ago,I alerted that institutions were bullish on Trump and that money was flowing into the U.S. markets. Although I also predicted they would stop selling in India after elections.


📋Alert:Important to note that a reversal in the dollar index is very necessary. Strong Dollar is not only negative for emerging markets but also extremely negative for the US economy & corporates.



#Macro

@kuttrapali26

13 Nov, 06:40


If you read books of people with net-worth above $5 billion

They will teach you to track:

•Macro
•Long term investing
•Short Selling
•Bonds
•commodities
•Currency
•Crypto

Below $5 Billion will Teach you to track:

•Only Long term investing
•Never Short
•Never Crypto
•Insurance
•Real Estate
•Mutual fund

Choose your mentor carefully


#Investing

@kuttrapali26

13 Nov, 06:10


📈In bull market Technical > Fundamentals


•Fundamentals will make you exit Too Early from almost all Adani,PSU & Renewable stocks.

📉In Bear market Fundamental> Technical


•Technicals will suggest buying all dips at support,with new support levels Available every day.



😅

@kuttrapali26

13 Nov, 05:22


🌁SWIGGY Up by 10%


🟧Swiggy’s premium listing in a negative market is a lesson for IPO traders: avoid relying too much on GMP and focus more on the business model and valuations.


📋Disclaimer:IPO Views are personal & no buy/Sell recommendations after listing of the stock.


#IPO

@kuttrapali26

13 Nov, 04:34


Swiggy Decent Listing,Next On Radar NTPC green Energy



#IPO

@kuttrapali26

13 Nov, 04:09


🏦FII Selling vs Nifty Trend:Chart


Never underestimate The power of Institutional buying & selling


📋Note: Earlier retail & mutual funds were buying whatever quantity institutions were selling.Looks like Now, institutions have doubled their selling Quantity & volume


#Morning

@kuttrapali26

11 Nov, 15:17


🌁Tesla made a High of $350 From $170


📋Disclaimer: This is not a buy/sell recommendation & I do not recommend adding at this level either, Shared only for Educational purpose.



#Observation

@kuttrapali26

11 Nov, 06:15


🌁Good morning


🏦If Bank Nifty moves up, there is a high chance of PSU banks outperforming private banks once again.


Due to concerns about NBFC (MFIs NPA), market is cautious about growth and is seeking value buys.


#PSUbanks

@kuttrapali26

10 Nov, 07:49


🌁TATA MOTORS (TASL) entering into defense manufacturing


Does that mean Tata Motors will go up immediately? No, it won’t. it has already moved up 10x

👩🏻‍💼In my opinion Over the next 1 to 2 years,it will consolidate & short-term investors/weak hands will exit the stock & Afterward, the stock will begin its new journey.


(Note: Tata Motors Supply chassis and aggregates to TASL)


#opinion

@kuttrapali26

10 Nov, 06:48


🇺🇸US dollar & Bond Yields remain strong against global currencies, including a depreciating INR


Institutional flows are heavily one-sided, favouring the US market. For a global bull rally, this trend needs to reverse.


👩🏻‍💼My View: Time is near & I am Accordingly, looking for the opportunities,Will share soon


#Macro

@kuttrapali26

10 Nov, 06:46



🌁I am bullish on India’s defense Tech sector


Recently, I met with a hedge fund manager 👨🏼‍💼who shared, many of his long-term investors exited defense sector stating it is overvalued


However, he disagreed with this short-term outlook and provided some compelling arguments supporting sector’s long-term growth.

If India is to become a superpower, defense must be a top priority, and fortunately, many factors are aligning to support this goal:

1️⃣current government places a strong focus on defense sector, which is the primary reason of liquidity flowing in the sector.

2️⃣Government has set an ambitious target for annual defense production to reach 3 trillion by FY 29.

3️⃣Jeffries report suggests that the Indian defense industry is poised to grow at a CAGR of 14%.

4️⃣By 2050, India is expected to be the third-largest economy globally, with a nation’s strength measured not only by per capita metrics but also by its defense capabilities.

5️⃣Given our “peaceful” neighbors, growth in the defense industry cannot afford to stagnate.


🈁At last, he concluded that nowadays, very few focus on business models and long-term growth; instead, there is a prevailing trend of numbers-based on fundamental analysis and short-term results.



#investing

@kuttrapali26

09 Nov, 05:45


🇺🇸US dollar & Bond Yields remain strong against global currencies, including a depreciating INR


🏦Institutional flows are heavily one-sided, favouring the US market. For a global bull rally, this trend needs to reverse.


📋My View: Time is near & I am Accordingly, looking for the opportunities,Will share soon



#Macro
#DXY

@kuttrapali26

09 Nov, 05:32


Good Morning

A much-needed weekend to finally start studying new opportunities aligned with the new world orders

🇺🇸Trump is back

🇺🇸Tesla is above $300 (Mcap: $1 trillion)
(I hope you all studied and invested around $170 after consulting with your financial analyst when I shared this for educational purpose)

🇨🇳China’s stimulus measures have begun

🇮🇳Indian market is available at a discount


Let’s make the most of It.


#Investing

@kuttrapali26

07 Nov, 05:04



TRUMP:Policy Impact & It’s Analysis


•Pro Russia (Expecting war To end)
•Pro North Korea

•Anti Iran (Not Expecting war to end immediately)
•Anti China


📊Challenges:

•Higher Inflation (If tariffs are imposed on China)
•Higher bond yields
•Strong Dollar


📋Place your stock bets accordingly

📋Disclaimer:I remain bullish on China despite the broader sentiments.


#Geopolitics

@kuttrapali26

07 Nov, 04:40


🌁SWIGGY IPO ANALYSIS:Fairly valued

GMP:18 (Do verify)

In my opinion,don’t compare profitability with Zomato.Once Swiggy increases its average selling price to match Zomato’s, profitability won’t be far off.

If that happens,the stock might then be available at a higher price.


⚠️Disclaimer: This is not a buy/sell recommendation, GMP isn’t reliable, do your research and discuss with your advisor before application.


#Ipoanalysis

@kuttrapali26

06 Nov, 09:26


🌁Trump media up by 50% (After hours)

🌁Tesla up by 12%

@kuttrapali26

06 Nov, 08:48


🇺🇸Dow +800
🇯🇵Japan Super positive
🇮🇳India Positive
🇪🇺Europe Positive


🇨🇳China negative:Trump impact
(But In my opinion China is Still
undervalued)


Get ready for new world order….


#Macro

@kuttrapali26

06 Nov, 06:47


🇺🇸Congratulations to Donald Trump and Elon Musk


Also, keep an eye on macro updates as Trump returns, the markets are likely to be highly volatile and swift sector rotation is expected

@kuttrapali26

06 Nov, 05:03


📋Harris 209 Vs 230 Trump


#USElections

@kuttrapali26

06 Nov, 04:16


Alert:Sharp Swing in Results


Harris 179 Vs 214 Trump

@kuttrapali26

06 Nov, 03:30


🌁Dow future is up by +600



#Uselection

@kuttrapali26

06 Nov, 02:34


Goodmorning

@kuttrapali26

05 Nov, 14:38


🇺🇸Trump Media up 9% at Opening



#UsElectionDay

@kuttrapali26

05 Nov, 11:48


📈Us Elections
📈War
📈Concall
📈Chart Analysis


Nothing matters if you are a Passive & ignorant investor


Time has changed, Be a Active investor



#Investing

@kuttrapali26

05 Nov, 09:15


📊Tracked upcoming IPOs, and most are above 100 PE with 5-10% ROE/ROCE and similar revenue growth.


⚠️In my opinion, if you’re applying for such IPOs based on GMP, try to exit on time.


I’ll share the names of IPOs if I find any with potential for value unlocking.


#Ipoinvesting

@kuttrapali26

05 Nov, 08:28


🌁1:30 PM: Sharp surge in PSU and private banks


Who is the buyer? It will be interesting to see the institutional data in the evening.


#Investing

@kuttrapali26

05 Nov, 07:53


📋Why it's difficult now to Be a trader & Investor together: Index data Negative since last 1 month & portfolio is daily suggesting new stocks to buy


⤵️If you short index,Thoughts of further pain in portfolio comes (Bias View)

🔀Hedge isn't much rewarding


There’s no option but to quickly adapt and change strategies to survive in all kinds of markets. And it’s not easy; if it were that easy, everyone would be a billionaire.😎

@kuttrapali26

05 Nov, 07:07


Taking portfolio allocation to the highest in 3 sectors:


♻️Consumer:Defensive+Expecting pro-consumer policies from the Govt following poor performance in the Lok Sabha


♻️Bank & NBFC:By the next quarter, all negatives should be fully priced in


♻️Metals:China


#Contrainvesting

@kuttrapali26

05 Nov, 06:29


🇨🇳Why I did I turn My bullish Stance on China


The Chinese market hadn’t performed well for a long time, despite all the growth, simply because the government showed minimal interest in supporting the market.


However,in the last 3 months, the Chinese government has been introducing pro-equity & consumer-focused policies rather than relying solely on monetary policy to stimulate the economy.



🌁Government policy is above all




#Macro

@kuttrapali26

05 Nov, 06:12



📋My Sector Analysis Parameters



🌁Reasons for Sector Growth:

•PSU:Govt policy
•Adani:Govt policy
•Renewable:Govt policy
•Power:Govt policy


⛔️Reasons for Lack of Sector Growth:

•Consumer:Govt policy
•Bank & NBFC:RBI & Govt policy


Now you All know how To pick a sector & invest😊


#SavetheMessage

@kuttrapali26

05 Nov, 05:39


Bullish on China: I don’t know if I’ll be right or wrong, but if I got it right, metal stocks might be the biggest beneficiaries


📋Long-term investors may plan keeping at least 2 stocks in their portfolios



#Metalsector

@kuttrapali26

05 Nov, 05:19


🇨🇳I have been bullish on China for the last 3 months.When I shared this on X, comments were filled with concerns about Risks,Govt policies,Communism & Trump👨🏼‍💼


I observed similar reaction when I took a contrarian stance on PSUs,Tata Motor & Adani stocks 4 years ago



#Contrainvesting

@kuttrapali26

05 Nov, 03:59


Good morning


📋With India VIX at 17 and US VIX at 19, I expect both to Fall after tomorrow’s election results.


👩🏻‍💼I believe the market trend will become clearer after the US elections, particularly in terms of institutional buying and volatility.

@kuttrapali26

04 Nov, 04:01


MACRO UPDATE:FII


Heavy FII selling in last 1 month including today (approx 13 Billion Dollar)

🇺🇸FII selling may slow down after the U.S. election results (Post 7 Nov)

It appears that pro-Trump accumulation is currently happening in U.S. markets

@kuttrapali26

31 Oct, 03:55


Happy Diwali and Very Happy New Year to you and all at home!!!!🙏🏻



Wishing you all peace, prosperity, health and happiness!!!! 🪔



#happyDiwali

@kuttrapali26

29 Oct, 08:55


🇨🇳China could launch a larger stimulus package and fiscal measures if Trump wins the presidential election next week.


If this happens:


•Outlook bullish for China
•Outlook bullish for the metals sector


#Macro

@kuttrapali26

29 Oct, 07:50


🌁PSU Banks Update:


Pros


•Excellent results
•Undervalued
•Improved asset quality


Cons


•Growth remains low and below expectations (Except Few)


📋Note:view Bullish where growth is high & Asset quality is also improving


#Investing

@kuttrapali26

29 Oct, 05:23


For Time being I have reduced higher allocation from stocks where PE is above 45 & revenue & profit Growth Is Below 10%



In good faith



#Investing

@kuttrapali26

29 Oct, 04:49


It’s a tough market to trade in


In the short term,it seems there are 3 ways to make money:


1.Adding short trades (F&O)
2.Buying undervalued stocks with positive results & growth guidance (cash)
3. Finding special situations (cash)


#SwingTrading

@kuttrapali26

29 Oct, 03:05


Wishing all a very happy Dhanteras☘️



#Goodmorning

@kuttrapali26

28 Oct, 15:35


As Expected


☑️Crude is down
☑️VIX is down (India,US & Israel)

Is this a dead cat bounce or the beginning of a sustained recovery



Let's Start analysing Data From Tomorrow

#Macro

@kuttrapali26

28 Oct, 13:23


📋F/O Trading in Simple Terms



💡It’s a group of really rich 200-300 big institutions stealing money from 2-3 crore small retailers.



☑️Disclaimer: Though I am into F&O trading but won't recommend doing it if purpose is not hedging

@kuttrapali26

28 Oct, 04:09


⛔️Dear Members: Alert


Nifty Goes To 25,000 or 20000 Here on one thing is certain, If you are holding overvalued stock with Low Growth,you could be in trouble.


📋Start reviewing your portfolio



#Caution

@kuttrapali26

27 Oct, 05:06


Bank & NBFC is valued not by how much AUM Growth & NIM It can Make But Only By how much of it can be recovered (NPA)




#BandhanBank
#RBL
#Poonawala

@kuttrapali26

27 Oct, 03:35



📋Old school Equity research


•Fundamental
•Technical
•Macro
•Concall


📋New School Equity Research


•You Tube
•Twitter
•Telegram
•Instagram
•Multibegger


#Goodmorning:Be An Old School 🌱

@kuttrapali26

26 Oct, 09:39


🏫Sector Update: Avoid buying NBFC stocks solely because they appear cheap-remember, catching a falling knife can be risky.



I’m bullish only on housing NBFCs, specifically those where management guidance says 25% growth and has strong historical track record of execution




#NBFC

@kuttrapali26

26 Oct, 08:09


🇮🇱 🇮🇷Finally Israel attacked Iran. With this,I expect Iran & Israel will avoid further direct escalation.


War is always a tragedy for humanity, also if Iran & Israel distant themselves from direct confrontation, it will be positive for crude & markets.


Expecting market recovery in coming days.


#Macro

@kuttrapali26

25 Oct, 07:07


•Anticipating Trump victory
•Bullish in Tesla
•Bullish in China Market
•Bullish in Silver
•Looks Like Fed Rate cut was politically motivated, RBI did The right Thing by not cutting Rates




#Macro

@kuttrapali26

25 Oct, 06:48


🌁Increased exposure in the Consumer and NBFC (Housing) sector



📋I will try to share more updates about portfolio churning, to the best of my capacity thereby meeting regulatory requirements.



#Investing

@kuttrapali26

25 Oct, 05:52


🪙Silver Made a High of 1,00,000



#MacroAnalysis

@kuttrapali26

25 Oct, 05:01


स्टॉक मार्केट में करेक्शन आता है, तभी हमें फंडामेंटल और टेक्निकल के साथ यह समझ में आता है कि इनके अलावा भी analysis कितना ज़रूरी है नीचे दी गई चीज़ों का



🛃Macro analysis
🛃Liquidity analysis
🛃Institutional long/short


Keep learning.......

@kuttrapali26

25 Oct, 04:13



🌁PSU SECTOR UPDATE


PSU sector has already shot Up to 5-10x & my Study regarding Govt policy & the most hated sector has played out


From here on,only PSUs with potential earnings & Revenue growth might continue to rise


✍🏻Please take note of this & Along with me "Track Results"



#Investing

@kuttrapali26

25 Oct, 04:03


Which sector is the most Hated right now?

Your vote will be valuable and help us all with bottom-picking opportunities😊


Please Vote🗳️

@kuttrapali26

25 Oct, 02:59


🌁Good morning everyone


The much-needed correction is here,and if you have only experienced bull market, you may not like it. However believe me, such corrections are healthy and necessary to prevent bubbles in the market


#Investing

@kuttrapali26

14 Oct, 06:06


🌁Good morning



Currently working on new learnings, stock insights & data analysis. I will be sharing all my insights in the coming days.



#Investing

@kuttrapali26

10 Oct, 05:36


📋Members holding metal stocks,keep eye on the China’s market & Dollar Index



🔖DXY CMP: $102.9



✍🏻Note: If the Dollar Index sustains below the $100 mark,I anticipate a significant bull rally in the metal sector for the next 3 years



#Learning

@kuttrapali26

10 Oct, 03:11


You will always be in our hearts. I bow my head to you🙏


Sir Ratan Tata (1937-2024)👏

@kuttrapali26

09 Oct, 18:45


Ratan Tata Sir:


A visionary leader, philanthropist & a true inspiration to millions.


Rest in peace Sir🙏🏻🕊️

@kuttrapali26

09 Oct, 06:09


🌁M&M 3200 From 1600



#Investing

@kuttrapali26

09 Oct, 04:53


🇮🇳A Very Good Decision by RBI of not Cutting rates immediately & keeping outlook dovish



Vs


🇺🇸I doubt on Fed's Stance of cutting interest rate aggressively Amid war & geopolitical instability.

(Don't forget us election in nov😉)



#Macro

@kuttrapali26

08 Oct, 08:38


🌁Nifty Future (+200)


#ElectionResults

@kuttrapali26

08 Oct, 06:10


🌁India Glycol Up 12% 1420 From 725 (Almost 100%)



⚠️Disclaimer: This is not a buy/sell recommendation, and I do not recommend adding at this level either.Holding For clients



#Consumer

@kuttrapali26

08 Oct, 05:04


Political surprise from Haryana—if it Converts into end result, keep an eye on:



•NIFTY’s trend
•FII & DII data
•PSU stock trend



#ElectionResult

@kuttrapali26

07 Oct, 11:04


Dear Members👨🏻‍💼,


Please accept my gratitude for your interest shared over emails and DMs.


📧Haven’t been able to respond to Emails due to massive work load, will take around 10 days to reply.


Apologies For Delay🙏🏻 Currently not Taking new enrolments due to my limited capacity to handle members’ queries.


Will positively update information on Twitter/Telegram when I start new enrolments again.


Thank you

@kuttrapali26

07 Oct, 07:30


📋Please note that the sector I recommended today follows the same format I have been sharing with you all for years:


🔘Most hated & ignored
🔘Long-term tailwind
🔘Undervalued



I hope this helps you to learn & benefit from these contrarian themes.


#Investing

@kuttrapali26

07 Oct, 05:55


Long-term investors should never feel bearish because: The best time to buy value+growth stocks at a discount is when the markets are down.




#Investing

@kuttrapali26

07 Oct, 04:56


🌕Gold made a High of $2,670
🪙Silver Next


📋Rationale:Study Macro


•Along with other central banks,China and Russia have aggressively started accumulating gold over the past year.


•Geopolitical uncertainties



#MacroInvesting

@kuttrapali26

07 Oct, 04:50


Dear Members:Alert


Avoid holding high allocation to overvalued stocks. Markets will not be as easy as it has been on the run in last 3 years.


I will also start sharing my index Analysis in coming time.


#Investing