PiperSerica

19/03/2026

𝐌𝐚𝐫𝐤𝐞𝐭 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐢𝐬𝐧’𝐭 𝐚 𝐫𝐢𝐬𝐤, 𝐢𝐭’𝐬 𝐚𝐧 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲, 𝐢𝐟 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐝 𝐰𝐢𝐭𝐡 𝐝𝐢𝐬𝐜𝐢𝐩𝐥𝐢𝐧𝐞.

In a recent interaction on waaz, Abhay Agarwal highlighted a simple strategy: Gradual accumulation, focus on high-growth opportunities, and stay patient in an event-driven market.

The key is to stay selective, think long-term, and avoid impulsive decisions during corrections.

Watch the full conversation here: https://youtu.be/Ii7VGdUKhcE

Disclaimer: This is for informational purposes only and not investment advice. Please consult your financial advisor before making any investment decisions.

Big Market Voices | मौजूदा बाजार में क्या करें निवेशक? | Abhay Agarwal | Stock Market News Today ...

19/03/2026

As we step into a new year, 𝐆𝐮𝐝𝐢 𝐏𝐚𝐝𝐰𝐚 reminds us that every cycle, in life and in markets, brings new opportunities to learn, adapt, and grow. 📈

In today’s dynamic market environment, where volatility often tests conviction, it is discipline, patience, and a long-term approach that truly create wealth.

At PiperSerica, we continue to focus on fundamentals and sustainable growth, helping investors navigate cycles with clarity and confidence.

May this new year bring renewed optimism, prosperity, and meaningful growth to you and your family.

🌿 𝐇𝐚𝐩𝐩𝐲 𝐆𝐮𝐝𝐢 𝐏𝐚𝐝𝐰𝐚! 🌸

10/03/2026

Markets are navigating a mix of positive and negative cues, creating short-term volatility and cautious sentiment among investors. In a recent conversation on , Abhay Agarwal shared his outlook on where opportunities may lie.

Despite the uncertainty, long-term investors can find attractive entry points by gradually deploying capital in high-growth companies. Sectors driven by domestic demand, such as autos, pharmaceuticals, and emerging themes like EMS and electric mobility, could offer strong growth potential.

At the same time, caution may be warranted in large-cap IT services, where structural challenges could limit growth in the near term.

Watch the full interview here: https://youtu.be/AeDTUc3MzoA



𝐷𝑖𝑠𝑐𝑙𝑎𝑖𝑚𝑒𝑟: 𝑇ℎ𝑖𝑠 𝑝𝑜𝑠𝑡 𝑖𝑠 𝑓𝑜𝑟 𝑖𝑛𝑓𝑜𝑟𝑚𝑎𝑡𝑖𝑜𝑛𝑎𝑙 𝑝𝑢𝑟𝑝𝑜𝑠𝑒𝑠 𝑜𝑛𝑙𝑦 𝑎𝑛𝑑 𝑠ℎ𝑜𝑢𝑙𝑑 𝑛𝑜𝑡 𝑏𝑒 𝑐𝑜𝑛𝑠𝑖𝑑𝑒𝑟𝑒𝑑 𝑖𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝑎𝑑𝑣𝑖𝑐𝑒.

09/03/2026

As India’s private space-tech ecosystem accelerates, a new generation of startups are building the foundational technologies that will power the next era of space exploration.

In our latest podcast, we sit down with Manan Joshi, Co-founder of (TWD), to explore what it really takes to build indigenous liquid rocket engines in India.

In this conversation with Satyadeep Singh from , we discuss:
• The journey of building deep-tech propulsion systems from India
• The vision behind TWD’s 𝐀𝐧𝐲𝐚 platform engine
• The engineering and commercialization challenges of scaling propulsion startups
• How India’s emerging private space ecosystem is creating new opportunities for aerospace innovation

Watch the full episode on YouTube: https://youtu.be/M0QLxr-AQjc

Aerospace Propulsion TWD PiperSerica

06/03/2026

In a recent conversation with , Abhay Agarwal shared his views on the current market environment and emerging investment opportunities.

He highlighted that markets are currently being driven more by technical factors and news flow than pure fundamentals, which is creating selective opportunities. Reliance Industries Limited continues to remain a market leader, supported by improving refining margins and potential value-unlocking triggers from Jio Platforms Limited (JPL).

Despite global uncertainties, investors who are not over-leveraged can consider gradually deploying capital, with conviction in sectors like pharma, defence, and domestic consumption. While auto has seen some pressure, a recovery in large-cap players is expected.

He also noted that metals and chemicals remain structurally strong, with companies like National Aluminium Company Limited - NALCO and Hindustan Zinc continuing to play an important role in India’s long-term infrastructure growth.

𝐷𝑖𝑠𝑐𝑙𝑎𝑖𝑚𝑒𝑟: 𝑇ℎ𝑒 𝑣𝑖𝑒𝑤𝑠 𝑒𝑥𝑝𝑟𝑒𝑠𝑠𝑒𝑑 𝑎𝑟𝑒 𝑓𝑜𝑟 𝑖𝑛𝑓𝑜𝑟𝑚𝑎𝑡𝑖𝑜𝑛𝑎𝑙 𝑝𝑢𝑟𝑝𝑜𝑠𝑒𝑠 𝑜𝑛𝑙𝑦 𝑎𝑛𝑑 𝑠ℎ𝑜𝑢𝑙𝑑 𝑛𝑜𝑡 𝑏𝑒 𝑐𝑜𝑛𝑠𝑡𝑟𝑢𝑒𝑑 𝑎𝑠 𝑖𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝑎𝑑𝑣𝑖𝑐𝑒 𝑜𝑟 𝑎 𝑟𝑒𝑐𝑜𝑚𝑚𝑒𝑛𝑑𝑎𝑡𝑖𝑜𝑛 𝑡𝑜 𝑏𝑢𝑦 𝑜𝑟 𝑠𝑒𝑙𝑙 𝑎𝑛𝑦 𝑠𝑒𝑐𝑢𝑟𝑖𝑡𝑖𝑒𝑠.

02/03/2026

🌈 𝐂𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐧𝐠 𝐇𝐨𝐥𝐢 – 𝐭𝐡𝐞 𝐟𝐞𝐬𝐭𝐢𝐯𝐚𝐥 𝐨𝐟 𝐜𝐨𝐥𝐨𝐫𝐬, 𝐫𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞, 𝐚𝐧𝐝 𝐫𝐞𝐧𝐞𝐰𝐞𝐝 𝐨𝐩𝐭𝐢𝐦𝐢𝐬𝐦 🌈

Much like the markets, reminds us that phases of uncertainty and volatility are temporary, but patience, discipline, and long-term vision always add vibrant colors to the journey. 📈

At PiperSerica, we continue to stay focused on fundamentals, quality businesses, and thoughtful capital allocation, even when market sentiment fluctuates. Because true wealth creation, like Holi, is about embracing cycles and emerging stronger each time.

Wishing you all a joyful and prosperous Holi filled with growth, positivity, and long-term success.

21/02/2026

Abhay Agarwal on shared key insights on the evolving US tariff landscape and its implications for India’s trade outlook and foreign investment flows.

The recent 𝐔𝐒 𝐒𝐮𝐩𝐫𝐞𝐦𝐞 𝐂𝐨𝐮𝐫𝐭 ruling curtails unilateral tariff actions under emergency powers, yet alternative legislative routes still permit tariffs with proper justification. Importantly, India’s bilateral trade negotiations remain insulated, given their item-specific and advanced nature, setting the stage for a constructive market response.

A likely 18% tariff framework could accelerate trade deal finalization, a critical step if India aims to expand its global trade share from ~2.5% toward 4.5%. However, the real impact will depend on ex*****on, policy follow-through, and clarity from the US administration. Ultimately, sustained foreign inflows will hinge on India’s ability to strengthen its export competitiveness.

In the interim, the reduction of duties from 25% to ~10% offers temporary relief, while India’s relative positioning improves as peers like Bangladesh and Vietnam face steeper tariffs. Even if the final agreement locks in an ~18% tariff, the comparative advantage and short-term savings provide tactical breathing room.

19/02/2026

Abhay Agarwal on shared a sharp take on how could reshape the IT services landscape.

Rising AI-led disruption is prompting structural concerns around traditional IT & BPO models. While short-term rebounds are possible, long-term competitiveness will hinge on reinvention, moving from legacy coding work to AI-driven, solution-oriented business models. The message is clear: adapt or risk obsolescence by 2030.

On sector rotation, optimism remains strong for private banks and NBFCs as credit demand strengthens and deposit pressures ease. Pharma also stands out, supported by global demand and supply-chain diversification away from China. Advanced electronics manufacturing and auto ancillaries continue to show resilience backed by consistent ex*****on.

Within the semiconductor & EMS value chain, leaders like are delivering strong results, while Amber Enterprises India Limited is building scale in PCBs and electronics. Ex*****on gaps at have led to stock pressure, whereas Dixon Technologies India Limited faces demand headwinds, yet select EMS players remain structurally well-positioned.

Watch the full discussion here: https://youtu.be/IbOl3MXV22s

13/02/2026

While was once the market’s darling, the reality over the last 2–3 years has been stark. The 𝐍𝐢𝐟𝐭𝐲 𝐈𝐓 𝐈𝐧𝐝𝐞𝐱 has corrected sharply from 46,088 (Dec’24) to ~33,160 (Feb’26). Through this entire phase, Piper Serica stayed consciously underweight on the IT sector.

In this compilation of Abhay Agarwal’s TV interviews, he clearly articulates why staying away from crowded narratives and focusing on better risk-reward opportunities was a deliberate portfolio decision.

Sometimes, wealth creation is as much about avoiding the wrong sectors as it is about picking the right ones.

12/02/2026

🚀 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐄𝐝𝐠𝐞 𝐀𝐈 𝐈𝐧𝐟𝐥𝐞𝐜𝐭𝐢𝐨𝐧 𝐏𝐨𝐢𝐧𝐭

In our latest conversation, Hardik Dua, Associate at sit down with Vijay Muktamath and Namit Varma, Founders of Sensesemi Technologies Private Limited, to decode what’s changing in the semiconductor landscape, and why this is India’s moment.

From global chip shortages and geopolitical supply chain shifts to low-power Edge AI SoCs, this discussion explores how intelligence at the sensor level can transform industrial IoT, healthcare, and connected devices.

When AI moves to the edge, latency drops, power efficiency improves, and data stays secure.

This is more than innovation.
It’s strategic deep-tech capability in the making.

Watch the full podcast here: https://youtu.be/SeymYMVDj5U

10/02/2026

Our Research Analyst Sanket Balla featured on 𝐃𝐨𝐨𝐫𝐝𝐚𝐫𝐬𝐡𝐚𝐧 𝐒𝐚𝐡𝐲𝐚𝐝𝐫𝐢’𝐬 𝐁𝐚𝐧𝐝𝐚 𝐑𝐮𝐩𝐚𝐲𝐚, decoding some of the most important macro themes shaping India’s economy, from the historic India–EU FTA to RBI’s policy stance, Union Budget 2026–27, and evolving Gen-Z investing trends.

From trade, growth, liquidity, and capital markets to long-term investment thinking, a sharp, balanced view of where India is headed.

Watch the full conversation here: https://www.youtube.com/live/3Mn3BCUjCJ4

09/02/2026

In the recent interview on , Abhay Agarwal shared practical insights on where investors should focus, and where caution is necessary.

Key highlights from the discussion:
𝐒𝐁𝐈 & 𝐏𝐒𝐔 𝐁𝐚𝐧𝐤𝐬
SBI continues to deliver strong performance, supported by its vast branch network and superior ability to raise deposits, an area where many private banks are currently facing challenges. With healthy credit demand and rising consumption, the entire PSU banking space is seeing solid growth. Notably, profits across PSU banks have doubled over the last three years.

𝐈𝐓 𝐒𝐞𝐜𝐭𝐨𝐫 𝐎𝐮𝐭𝐥𝐨𝐨𝐤
Abhay shared a cautious view on the IT sector, pointing out that the traditional IT services model is under pressure. Even after sharp price corrections, he believes IT stocks do not offer attractive risk-reward at this stage. The recent fall in software stocks, driven by AI-led disruption, was expected, and stronger wealth-creation opportunities exist in other sectors.

Stay invested where fundamentals are improving, and be selective where structural challenges remain.

Watch the full interview: https://youtu.be/QO4DPDIHtOQ