GEPL Capital - Investment Talks - All About Investment, Nifty and Stock Ideas

While everyone was panicking over the new Claude 4.6 AI destroying IT jobs, smart money was quietly rotating into massive opportunities. Cigarette makers like ITC are smoking hot again! With UBS turning bullish and aggressive price hikes boosting per-stick profits, the defensive rally is on. \Plus, Adani Ports just signed a strategic maritime pact with France right here in Mumbai. Tonight, Sanket...

It wasn't luck. It was geometry. The Index dropped, hit the exact Fibonacci Retracement level, and bounced back with precision. This technical rebound confirms that the "Smart Money" algorithms are defending the trend. Neel Parekh explains the power of this "Golden Ratio" bounce and why this specific level was the bear trap of the month.

Global markets are bleeding, but Nifty held its ground at 25,725. The savior? A massive announcement from the Adani Group . They are betting a staggering $100 Billion by 2035 to build the future of AI and Green Energy infrastructure. We are talking about 5 Gigawatts of power! While Japan and the US struggle with weak data, is this the "Capex Supercycle" that will drive Indian stocks for the next d...

We are back above the danger zone. By closing above 25,500 with a bullish candle, the market has sent a clear signal: The dip buying is real. In this episode, Neel Parekh analyzes the volume behind this move. Is this a genuine breakout or a bull trap? We discuss the strategy to ride this new momentum without getting burned.

The Nifty staged a solid comeback to 25,683, but don't get too comfortable. A silent crackdown has begun in the Capital Markets. The RBI just mandated a strict "Cash-First" rule for broker funding starting April 1, 2026. The days of partial guarantees are over—it’s now 100% secured funding or nothing. While Realty and Pharma stocks rallied today, will this new rule drain liquidity fr...

The safety net is gone. Nifty has violated its previous swing low, signaling that the bearish trend isn't just continuing—it’s intensifying. When a swing low breaks, it triggers a cascade of sell orders. Vidnyan Sawant explains why this specific breach changes the game and reveals the next major support level where the bleeding might stop.

It was a brutal day for wealth creation. The IT index is in freefall for the third straight session, dragging the entire market down with it. A shockingly strong US jobs report just killed any hope of a quick Fed rate cut, meaning borrowing costs will stay painfully high. Combine that with the growing fear that AI is making human coders obsolete, and you have a recipe for extreme volatility. Tonig...

The world markets are bleeding, and the infection has reached our shores. Global sentiment is flashing "Weak," signaling a painful opening bell for the Index. Is this just a morning dip, or the start of a global correction? Neel Parekh analyzes the "Imported Weakness" and tells you how to protect your portfolio from the international sell-off

Good economic data just crashed the market. US job numbers are too strong, meaning interest rates aren't coming down. This hit Indian IT stocks hard. Simultaneously, Oil is heating up again. With the RBI also signaling a pause, are we entering a phase of stagnation? Tune in to find the sectors that survive high rates.

The Index is moving in inches, not points. We are witnessing back-to-back narrow trading sessions, and the volatility has vanished. But do not be fooled by this boredom. This "Compression" is a warning sign. Neel Parekh explains why a narrow range is the most dangerous setup on the chart—because it guarantees a violent expansion is coming. Get ready for the explosion.

Nifty kissed a fresh high of 26,009 and immediately reversed. Was this a classic "Bull Trap"? While retail investors cheered the milestone, smart money aggressively booked profits in IT and PSU Banks. The warning signs are piling up: The Rupee has slipped to 90.62 , and Brent Crude is creeping back towards $70 . Is this the signal to cash out? Join Sanket Bendre as we decode whether the...

One day is luck. Two days is a coincidence. But three days of Higher Highs and Higher Lows? That is a statement. The Index has been on a winning streak for 72 hours, confirming that the sentiment has officially shifted to "Positive." Neel Parekh explains why this specific 3-day pattern is the green light for the next leg of the rally. The bulls are not just back; they are dominating.

Nifty survived the volatility to close at 25,935, but a nasty surprise hit the exporters. Just as we celebrated the India-US framework, the US signed a "Zero Tariff" deal with Bangladesh! This puts our Textile stocks under immediate pressure. On the flip side, domestic power is unstoppable—SIP inflows are near records, and MF assets have crossed ₹81 Lakh Crore. But why is "Smart Mon...

Confusion has taken over. The formation of a Doji candle tells us that the market has lost its direction. But don't be fooled by the silence. In technical analysis, indecision is almost always followed by a violent breakout. In this episode, Neel Parekh teaches you how to trade the "Doji Breakout"—we reveal the trigger points for both sides so you're ready when the market finally...

The Nifty surged to 25,867, but the real fireworks were in a specific sector. The US has officially confirmed that tariffs on Indian Gems and Diamonds will be slashed to ZERO ! This is the game-changer exporters were praying for. Textile stocks aren't far behind, with duties dropping to 18%. Is this the start of a massive export rally? Join Sanket Bendre as we identify the stocks that will dou...

The support line held. The Index tested the 50-Day Moving Average and rejected the downside. This bullish reversion proves that buyers are still hungry. Neel Parekh analyzes the volume behind this move and tells you if it's time to go all-in on the recovery.

The RBI played it safe, keeping the repo rate unchanged. But while the index stayed calm at 25,694, a massive reversal happened in a beaten-down sector. Cigarette stocks surged back to life today. Is the worst finally over? Nuvama seems to think so, citing price hikes and stable volumes. Tonight, Sanket Bendre analyzes if this is a "Dead Cat Bounce" or the start of a new rally for the he...

The Index has gone quiet. Too quiet. For sessions now, we have been rangebound tight against the 50 DEMA. In technical analysis, this is called a "Volatility Squeeze." It’s like a coiled spring being wound tighter and tighter. Neel Parekh warns that this silence is deceptive—when the price finally releases from this zone, the move won't be a walk; it will be a sprint. Be ready for th...

The rally paused today. Nifty slipped to 25,643 as investors took money off the table. A surging US Dollar hammered Metal stocks, dragging the sector down nearly 2%. But the real reason for the caution isn't global—it's local. The RBI Policy is scheduled for Friday morning. Is the market expecting a surprise status quo? While US officials prepare to visit India for the trade deal, the imme...

The Index has crossed the hurdles. Trading above the averages means the sellers are exhausted. Neel Parekh analyzes this bullish setup and identifies the next resistance level. The momentum is building—make sure your portfolio is positioned correctly.

Markets ignored the war drums but couldn't ignore the AI threat. While Oil and Auto stocks supported the index, IT stocks faced heavy selling after Anthropic's game-changing announcement. With SEBI ruling out immediate curbs on F&O, volatility is here to stay. Tune in to find out which sectors are safe from the AI disruption.

Control has shifted. With the trade deal finalized, uncertainty is gone, and big capital is deploying fast. The bulls are in total command. In this episode, Neel Parekh tracks the "Smart Money" flow triggered by this geopolitical win. We discuss which stocks will benefit most from this partnership and how to ride this new wave of optimism without chasing prices too high.

Nifty exploded 2.55% today! The trigger? A historic phone call between Donald Trump and PM Modi. The US has slashed tariffs on Indian exports from 50% down to 18%, making us more competitive than Vietnam and Bangladesh instantly. Textile, Jewellery, and Chemical stocks are already flying. Is this the return of the "Animal Spirits" that the market was desperate for? Join Sanket Bendre as...

The market is deeply oversold. History tells us that when indicators hit these extremes, the reaction isn't a slow climb—it's a violent jump. Neel Parekh analyzes the "Spring Effect" currently building up on the charts. Learn how to trade this counter-trend move for quick profits.

Yesterday, we saw the steepest Budget-day crash in 6 years. Today, the Nifty surged back to 25,088. Was the panic selling a mistake? While retail investors worried about the STT hike on F&O, smart money stepped in for "Value Buying." Plus, Finance Minister Nirmala Sitharaman just clarified that the Disinvestment roadmap is fully intact. Join Sanket Bendre as we decode whether this re...