Founder thoughts — 16 March 2026

12-MAr
There seems to be an exhaustion in the selling lots of stocks like SBI, LT , HINDPETRO very good quality stocks seem to be available at discounted rates hence is is the right time to buy.

Iran US war it seems US will not allow crude to go above 100 and try all means to keep it below it, Trump will at max get out of war in next 2-7 days that is what i feel.

Once that happens the sectors beaten most 1. Banks PSU 2. Petro Sector 3. Aviation 4. Hotels will outperform all others in coming 2-5 weeks.

13 Mar
The war has been raging and now it seems to be increasing not decreasing with the latest target being oil facilities but the amount the news is showing or making noise is more than the attacks, everyone seems to be retraining from attacking oil.

The Iran power is definitely less and US and everyone is fine with petro at 100, Iran seems to have softened a little and open to negotiation still, trump will buck only if petro doesn't come down.

Iran will permit it to open the strait but also doesn't want oil to collapse to 70, they want to keep the pressure up and their money coming in.

They wantbto signal the markets the tightness and give India just what is needs for survival not for export.

Indian markets fell more because of
1. Panic of lpg
2. Panic of fiis
3. Panic that cad might depriciate
4. All these factors taken in account still the
no markets in the world has fallen like we did not even kospi, no one should be a reason. Nikkei fell by 5, kospi by 3 , us by 6, we have decreased even more this is because our technical weakness…it seems world is losing confidence in india.

In case of max drawdown also i cannot see a reason as to why this should continue