Niraj Kansara

CNBC BAJAR 20-05-2026 #NIFTY #BANKNIFTY #BPCL #INTELLECT #ASHOKLEY #SCHAEFFLER @rathi_online @CNBCBajar @niraj_kansara23 youtube.com/live/6S6YieJLf…

@1shankarsharma @bsindia @Dhananj89102936 @kaul_vivek Such a nicely crafted article. This one will stay with me "Bull markets are often based on fiction, fantasy, fairy tales. But bear markets are always based on facts, figures, fundamentals."

Ok Baccha and Buddha Party, Le Grand Fromage writes today in @bsindia (The inspiration for this piece came from @Dhananj89102936 And @kaul_vivek) mybs.in/2g6D9Mk ( Message to all copy - pasters on Twitter: don't do this. Respect ideas, thoughts, IPRs. That's how great people & nations act. Always acknowledge gratefully.) Important Quiz Question: " How many Bull Markets has India had?" This is a deep, data driven piece, & meant ONLY for serious students of Investing. The data might surprise. Even shock you. Because it's never going to be told to you. Also meant for: Indian MF SIP investors. F2 Investors. NRIs. Probably not meant for MFDs. Fund Managers, TV anchors 😉 -I show you how our recent '20-'24 Bull Market was like Maradona 's Hand of God. -I highlight my own prop ratio for assessing Bull Markets: The Time Shift Return Dispersion. - I show you the shifting return plane of Indian Bull Markets -I also showcase Tim Dexter: my real & ONLY investing God. Read very very carefully. Absorb. Savor. Swirl. Swallow. Share. Let me know your thoughts. I read everything. I have plenty of time! Let me give you the initial few paras right here: How many Bull markets has India had And why this has implications on FII and retail flows You can tell a person from the heroes he worships. I worship Timothy Dexter. An eccentric entrepreneur of the 1700s, he made bets that had no logic. But they turned out to be gifts of Providence. For example, he was tricked into sending coal to Newcastle. Newcastle in England was the womb of coal. It was a move of the demented. But miners in Newcastle went on a flash strike. Coal prices shot up. Dexter made a ton. His business rivals suggested sending bed-warming pans—a winter tool—to tropical West Indies. His ship captain sold them as molasses ladles. Dexter made out again. My Dexter moment came in the spring of 1991. At the foothills of the Harshad Mehta boom, I espied an opportunity in a company called Karnataka Ball Bearings. The company did not seem to be having a great market for its ball bearings or whatever it is that it made. Hence, it was making massive losses. Then one fine day, it announced that it was closing down operations. A shifty trader sidled upto me in the trading ring of the BSE and whispered:" Buy KBB." I asked "Why?" " It's a sure thing: when it was operating it was making huge losses. But now that it has closed down, the losses will shrink. Heck, it might even turn profitable. And, by the way, I have some stock that I can sell you." I was a callow youth. My inner Dexter was seduced by the trenchant logic. It was God's own stock. Of course, it was a set up. I bought at Rs 5. Clearly, that low IQ Bull market thought the same and the stock went up to 150 or something. My moderately better IQ had me sell. I had my first fortune. You can be right for the wrong reasons and yet get rich. Mastering this is a rare skill. I have since, always believed, Great Fortunes are often outcomes of Good Fortune. But the reason why I mention this little story is: can we call the Harshad bull market an actual bull market? Or a bull market funded by PSU Banks, into a handful of stocks. A market that was played by a bunch of insiders (and Dexters like me). Naah, it was just a tiny, rigged wave. Dr. MMS was denied credit. That would come later.... mybs.in/2g6D9Mk

Petrol and Diesel prices see a sharp hike. 📉 ICRA estimates OMCs are still losing ₹500 CRORE daily despite these hikes. 📉 Barclays warns of a 15bp spike in headline inflation for June. shifts. #PetrolPrice #Economy #FuelHike #StockMarketIndia

@MyIndianBank @LnTFinance @Bajaj_Finance What do you think? Have you seen any other bank or NBFC using AI in a smart way? Drop your comments or share any examples you know! I'm curious to hear your views

@MyIndianBank @LnTFinance @Bajaj_Finance mentioned in their Q4 analyst call that on Diwali last year, they processed 6 lakh loans in a single day with the help of AI. Without AI, they think they could have done only around 1 lakh loans that day!They are also regularly talking about how AI is transforming.

#AI is changing the way companies work — especially in the #finance and #banking world. During this earnings season, I spoke to a few NBFCs and banks about how they're using Agentic AI in their business. Here's what I found: #Markets #EarningsGrowth #BSE #Nifty 🧵🧵⬇️⬇️

CNBC BAJAR 29-04-2026 #NIFTY #BANKNIFTY #MARUTI #OIL #COALINDIA #JIOFIN #SRF @rathi_online @CNBCBajar @niraj_kansara23 youtube.com/live/qytsrqj9o…

India Cements માં આજે શાનદાર તેજી કેમ? જણાવી રહ્યા છે @niraj_kansara23 #indiacements #shareprice #businessnews

CNBC BAJAR 22-04-2026 #NIFTY #BANKNIFTY #GODFRYPHLP #POLICYBZR #COALINDIA @rathi_online @CNBCBajar @niraj_kansara23 youtube.com/live/_ceV1Soz2…

MTAR માં આજે મજબૂત તેજી | શેર લગભગ 10% વધ્યો | Stock in News | Nifty Bank #Stockinnews #MTAR @niraj_kansara23 #Stockinfocus #Nifty

@rathi_online About MTF Diversification ➡️The company plans to engage with specific NBFCs that are equipped to handle and fund ths specific book ➡️Exploring various other financial avenues and resources ➡️reserved capital during the last quarter to maintain liquidity for margin requirements

In coversastion with Pradip Gupta of @rathi_online After Q4 Results ➡️MTF growth target of 1,500 crore was missed because the company adopted a conservative approach ➡️diversifying funding sources beyond traditional bank financing youtu.be/af6XEAxxlZI?si…

In Conversastion with @anandpandit63 of Sri Lotus Developers 🏢 Announced 11 Projects across Mumbai Coastal line 💵GDV of about `9000 Cr across 4 years 🌆Mumbai Skyline will get new look youtu.be/ytPr59wmF5U?si…

CNBC BAJAR 15-04-2026 #NIFTY #BANKNIFTY #MANKIND #GODFRYPHLP #SONACOMS @rathi_online @CNBCBajar @niraj_kansara23 youtube.com/watch?v=OLSYn6…

#CNBCBajar | આજે કયા સ્ટોક્સમાં કરશો રોકાણ? જાણો બુલવેવ રિસર્ચ ફર્મના અમિત પાસ્તાગિયા પાસેથી @niraj_kansara23 #Nifty #NiftyBank #Gujaratinews #GujaratiBusinessnews #Gujarati #Business #Businessnews @AmtPst

#CNBCBajar | આજે કયા સ્ટોક્સમાં કરશો રોકાણ? જાણો Jainam Broking ના Kiran Jani પાસેથી #GujaratiBusinessnews #GujaratiBusinews #Gujarati #Business #Businessnews #Marketnews #WorldMarket @Mr_K21 @niraj_kansara23 #Nifty #NiftyBank #BusinessNews

વેચવાલીના કારણો શું?💵💵 ▶️ક્રૂડમાં આવેલા ઉછાળાને કારણે બજારમાં દબાણ ▶️યુદ્ધ પહેલાથી જ રૂપિયો નબળો હતો ▶️યુદ્ધ પહેલા પણ વેલ્યુએશન વધારે હતા #Market #bse #NSE

માર્ચ મહિનામાં FIIs દ્વારા ભારતીય બજારમાં $11.7 બિલિયનની વેચવાલી થઈ છે આ સાથે જ આ વર્ષમાં કૂલ વેચવાલી $13 બિલિયનને પાર થઈ વેચવાલીના કારણો વાંચો નીચે ⬇️⬇️ #Market #bse #NSE