🔴 DALAL STREET DEBRIEF 🔴

A sharp correction hits the market as Nifty snaps its streak & breaks the key 25,600 level.

Today's close:

Nifty 50: 25,597 (-0.64%)
Sensex: 83,459 (-0.62%)

But here's the real story: The VIX (fear gauge) was flat. This wasn't panic. It was an orderly, profit-taking correction.

#GIFTNIFTY #Nifty50 #Sensex #StockMarketIndia What caused the sell-off? A mix of three powerful forces:

1️⃣ Weak Global Cues: Fears of an "unsustainable" US tech bubble triggered a risk-off wave.
2️⃣ Profit-Booking: After a 1,500-point rally, traders locked in profits.
3️⃣ The "Great Divergence": RBI actively intervened to prop up the Rupee & Bonds, creating a firewall to protect India's macro-stability even as equities fell.

DALAL STREET DEBRIEF (Nov 3, 2025) 🧵

Here's our institutional insight into today's market close.

Don't be fooled by the flat headline indices (Nifty +0.16%, Sensex +0.05%). The real story was the massive outperformance in Midcaps (+0.62%) & Smallcaps (+0.71%).

A day of "cautious optimism."

#Nifty #Sensex #StockMarketIndia THE MACRO DRIVERS

What's supporting the market? A strong trifecta:

1️⃣ Domestic Resilience: Strong GST collections at ₹1.96 Lakh Cr.
2️⃣ Global Tailwind: A US-China trade truce over the weekend lifted global sentiment.
3️⃣ RBI Action: Easing 10-yr G-Sec yields (down to 6.54%) provides a stable floor.

#RBI #GST #IndianEconomy

When the market gets weird, the first cry is 'manipulation.' The real answer is almost always 'structure.'

Seeing this DST change? It's not a conspiracy; it's a predictable liquidity vacuum.

A thread for those who prefer data over drama. 🧵

#StockMarketIndia #Nifty50 #GIFTNIFTY A lot of you may not know, but let's recap. Remember when the market correction started last year? It was exactly when Daylight Saving Time (DST) began.

Well, DST just changed again in the US/UK.

And the market is already feeling... different.

"Resilient Growth"? "World's 4th Economy"? Don't just read the headlines on India's success. Time to read between the lines on the real story. 👀🇮🇳📈

#IndiaEconomy #IndiaGrowth #rbipolicy #Nifty50 #StockMarketIndia I don't just read the reports; I deconstruct them. And when you aggregate the data from the most recent reports (analyzing Q2 FY26 and the October earnings season), the public narrative falls apart.

the real story isn't one of strength. It's one of deep, interconnected rot that is being skillfully managed and masked.
The data shows. The positives are cosmetic. The negatives are structural. The true motive of policymakers is no longer "growth"; it's containment.

Here is the "Hidden Angles" analysis, connecting the dots on what's really happening.