Sernet

10/02/2026

Markets cheered the Indo-US trade deal 📈
But $500bn imports, dollarized trade & export capacity raise tough questions.
The rally is emotional. The math is structural. 🇮🇳🇺🇸
👉 Read before you react https://zurl.co/f6mjV

10/02/2026

💼 Arbitrage Funds after the F&O STT hike — still a smart parking option?
Returns could dip 35–40 bps, but tax edge still matters.
Key risk: shrinking spreads if volumes fall.
👉 Read before you deploy cash https://zurl.co/DTGH6

21/01/2026

FPIs hit the sell button again.
💸 $2.1Bn outflow in Jan 2026 so far.
📉 FMCG, BFSI & IT lead the cuts amid valuation & rupee worries.
👉 What this means for Indian markets https://zurl.co/iH9lX

19/01/2026

Supreme Court denies Tiger Global capital gains exemption in the Flipkart deal.

Form ≠ Substance.
Mauritius route just got tougher.

👇 What this means for FPIs & global investors. Read here: https://zurl.co/qaX3Q

19/01/2026

₹51.08T equity AUM. But where did MF money actually move in Dec 2025? 👀

📈 BFSI, retail & autos gained
📉 FMCG, pharma lost momentum
🇮🇳 Clear tilt toward domestic demand

👉 Full sectoral breakdown: https://zurl.co/zrWum

This article explains sector-wise AUM shifts, top gainers like BFSI and retail, and laggards such as FMCG and pharma.

29/12/2025

Silver up 150% — louder than gold 🔊
But silver rallies are powerful… and volatile ⚡
Is this demand-led or ratio-driven?

👉 Full breakdown https://zurl.co/O4fBq

Silver surged over 150%, outpacing gold. Was it demand, EVs, or the gold-silver ratio? Find out whether silver’s rally can sustain ahead.

29/12/2025

What will drive India Markets in 2026? 👀
📌 FPI flows
📌 RBI vs ₹90/$
📌 Fed rate cut odds
📌 IPO pipeline & key Nifty–Sensex levels
🔗 Read the full outlook 👉 https://zurl.co/H663S

Will FPIs return in 2026? Track RBI’s rupee defense, Fed rate cues, gold volatility, and key Nifty–Sensex levels shaping India’s markets.

29/12/2025

FPIs aren’t bearish on India — they’re being selective 📊
✔️ Selling secondary market equities
✔️ Buying debt & IPOs
Flows don’t lie. They signal valuation & currency risk 💱

👉 Full breakdown here https://zurl.co/azTVL

Heavy FPI selling in Indian equities contrasts with strong debt inflows. What 4 years of data reveal about rupee risk, and global events.

17/12/2025

Mutual funds hit the rotate button in Nov 2025. 🔁
Large caps out. Mid & small caps in.
This wasn’t passive investing — it was active conviction at work
🚀 Cash deployed. Profits booked. Conviction reshaped.
👉 Full MF churn data https://zurl.co/v2Ffs

Mutual fund buying and selling across large, mid and small caps in November 2025—key stocks, churn data and portfolio shifts decoded.

17/12/2025

Debt funds out. Equity stays resilient. 💪
Nov 2025 MF inflows stood at ₹33,233 crore, even as overnight & liquid funds saw exits.
SIPs hit a record ₹29,445 crore despite volatility. 📈
👉 Full breakdown https://zurl.co/ky0A7

MF inflows stood at ₹33,233 crore in Nov 2025. Debt funds saw sharp outflows, while equity, hybrid, passive funds and SIPs stayed strong.