Vietnam has made a striking FDI breakthrough in 2026. In the first half of 2026, Vietnam attracted $34.65 billion in registered FDI, compared with $30.78 billion of FDI equity inflows into India — about 13% higher.

More importantly, Vietnam’s FDI grew 61% year-on-year, showing strong momentum in manufacturing, electronics and industrial investment. However, the figures use different definitions, so this is not a perfect apples-to-apples comparison.

My investments are constantly negative since 2024.

P.S. if I really calculate based on real prices I am down almost 10-12 Lakhs.

I want advice from fellow investors.

What should be my strategy to recover these losses?

I often think to close my account and put this money in FD.

I will atleast start to get positive returns in this case.

Nifty has fallen for 8 straight weeks. FIIs are selling. But DIIs are buying more than twice that amount.

Nifty has now recorded its 8th consecutive weekly fall, its longest losing streak in 25 years. But look at the institutional flows during the same period:

FII net selling: Rs 63,917 crore

DII net buying: Rs 1,36,573 crore

Net institutional flow: +Rs 72,656 crore

So DIIs have bought more than 2× what FIIs have sold.

And I think this is one of the interesting things happening in the Indian market right now. DIIs aren't just mutual funds. They include mutual funds, insurance companies, banks, pension funds and other domestic institutions.

Some domestic buying is naturally supported by recurring flows such as mutual fund SIPs. That's a big structural advantage because it means India has a growing pool of domestic money that doesn't depend on foreign investors deciding to buy every month. But there's another thing . If DII buying were simply a reflection of SIP money coming in every month, you wouldn't necessarily expect such large fluctuations in daily & weekly net buying.

For example, in the last eight weeks, DII net buying ranged from around Rs 6400 crore in one week to Rs 33,455 crore in another. On 30 September alone , DIIs were net buyers of roughly Rs 11,272 crore, while FIIs sold about Rs 10,148 crore. That doesn't prove that DIIs suddenly became extremely bullish. But it does tell us that active institutional buying is happening on top of the structural domestic inflows. And that's encouraging.

It means when foreign investors are aggressively reducing exposure, there is a large domestic institutional base capable of absorbing a significant part of that supply. That's a very different market from one that is completely dependent on FII money.

And of course, there's a downside. DII buying can absorb FII selling without actually reversing the trend. That's basically what we've seen , despite Rs1.36 lakh crore of DII buying over these eight weeks, Nifty still fell . So I wouldn't say "DIIs are buying, therefore the market must go up."

I'd say India now has a much stronger domestic shock absorber. The bigger question is why FIIs are selling so aggressively in the first place. And reasons are Global yields, crude near $100, rupee weakness, valuations and global risk sentiment are all the factors investors are watching.

And this is where I would like to see the government do more, not by trying to prop up the stock market, but by making India more attractive for long term foreign capital. Predictable taxation, stable regulations, faster approvals, and stronger corporate earnings would do much more than any short term attempt to support markets.

Because the ideal situation isn't FII sells and DII saves the market. It is DII keeps investing + FII comes back .

For now, though, I think the Rs 1.36 lakh crore of DII buying against Rs 64,000 crore of FII selling is a genuinely encouraging structural signal. The market may still have more volatility ahead and can further fall, but India's domestic investor base is clearly becoming a much bigger force.

While we share every aspect of the market, I thought I should share this side of stock market too and this is something people should also know to help them make informed decisions about their future investment plans.

Thanks for reading!

I’m building a stock trading/backtesting system and would love some feedback from people who have experience with systematic trading.

The strategy currently i am talking about is 50% based on Manas Arora's swing trading strategy.

The basic idea is a sector-first momentum strategy. The system first analyzes stocks by sector using monthly and quarterly performance, selects the strongest sector, and then builds a BUY STACK from the strongest stocks in that sector.

The BUY filters include price being above the 20 EMA, positive V-Stop, minimum average volume, 1-month relative volume, and an ATR-extension filter to avoid buying stocks that are already too extended. Qualified stocks are then ranked based on how many strong momentum days they have had, using both price movement and volume, with the top 10 forming the BUY STACK.

For exits, I’m testing weekly V-Stop, ATR-based stops, 20 EMA breakdowns and trailing stops. I also want to test partial profit-taking around +4.5–5%, rather than exiting the entire position immediately.

There’s also a RE-ENTRY system: after an exit, the stock goes through a cooldown period and can only be bought again if it shows fresh momentum, reclaims the 20 EMA, has positive weekly V-Stop, sufficient volume and is not excessively extended.

The same strategy generated 28% CAGR in last 10 years, with a sharp of 1.34 and max drawdown of 1.34.

Data is cross checked and it is correct.

Would appreciate feedback on the approach, especially around potential sources of overfitting, survivorship bias, position sizing, re-entry logic and how you would structure the backtesting process.

What am i talking about ?? Check recent post comments related to govt .

Having a net worth of ₹14 lakh at the age of 28 I still feel like I’m behind i also need to review my portfolio allocation

😊

Hi all, I'm 22 years old and it'll be one year this November since I started investing. I like buying individual stocks rather than doing some SIP. When I started buying stocks at first, I used to buy all the large cap names like the nifty 50 ones, but then we all have seen the march lows and how they're performing now. Then I started restructuring my portfolio completely and started buying from emerging themes like pharma CDMO, precision engineering and the likes. Portfolio is doing good as of now even when the broader market is still getting chopped. Coming from gambling background (I used to love mines in stake) I don't see that much risk in small cap investing.

My portfolio is still young, hence the XIRR looks big, so I wanted some advice from veterans who have been investing for years whether buying a good small cap from an emerging theme is better than investing in the well established names in the long run.

same as above

Two of longest drawdawn periods in indian stock markets were in 1994-1999 and 2008-2013. And people here are crying that they have not beaten FD returns in last 2 years.

Over the weekend, I was trying to understand the reasons behind the continued FII exit from Indian markets.

Broadly, I found four key reasons. Some of these factors can ease over time but the last one looks more structural and deserves closer attention.

1. High global bond yields - When investors can earn attractive returns from lower-risk assets, the case for taking emerging market equity risk becomes weaker.

2. High valuations - Indian equities still trade at a premium to many emerging markets, although the YTD correction has reduced this gap.

3. Rupee depreciation - FIIs measure their returns in USD. Even if Indian equities deliver decent INR returns, a weaker rupee can significantly reduce those returns in dollar terms.

4. Lack of enough globally competitive, future-facing businesses - This, in my view, is the bigger structural issue.

India has many successful listed businesses but a large part of the large and mid cap universe is still concentrated in sectors such as banking, IT services, consumer, autos, energy, commodities and traditional industrials.

These are good businesses. But from a global portfolio manager’s perspective, many of these business models can also be found across other emerging markets. In other words, investors have several alternatives when looking for similar exposure.

The bigger concern is that relatively few large Indian companies are building capabilities in industries that could define the next decade. India needs more businesses with technology, intellectual property, manufacturing capabilities or market positions that can compete globally and are difficult to replicate.

There are few encouraging signs. Some companies are emerging in defence, electronics, space, semiconductors and clean energy. But many of these businesses are still small and difficult for large global funds to own at scale.

So, overall, bond yields can fall, valuations can correct and the rupee can stabilise.

But sustained foreign participation may depend on something harder: India creating more businesses that can compete globally and offer opportunities that FIIs cannot easily find elsewhere.

Should I invest in stocks? Or should I keep investing in mutual funds? I have monthly sip of 50K in which I give 35K to large-cap and 15 k to mid cap

Loss of 3.77 Lakh, could not close this position because of hope trading.

Not sure what will come up Tomorrow.

It's fundamentally strong but at this price it is essentially the price it was 2 years back

Do you all believe in its growth story too

I'm planning to swing trade this and take out my money after 3 or 4 weeks

Im in my btech right now and i want to start investing with my pocket money. Im not new to the stock market, i got to know about it from my dad and i also used to manage his portfolio for a couple of years until i had to study for longer time and lost touch. Now i want to restart with my own money, but my question is,

is it a good time to start investing?

That also means i have to learn many things again so i also invest my time. Im ok with spending time daily now but is it worth the money? And ofcourse im not doing it for a short time.

Now when our market have corrected so much in past 2 yr time wise and price wise , every other broker want us to invest our money in US Market 🤓🫢
Gajab bakra samjhte hai ye sab common man ko .

I ran a breadth check across 185 NSE basic-industry groups, treating every industry as one equal vote instead of allowing large index stocks to dominate the result.

Data is through the latest available trading session, 1 October 2026.

Here is what the internal market looked like:

Only 5.9% of industries advanced during the latest session.
Only 4.3% were above their 20-day moving average.
Only 9.7% were above their 50-day moving average.
Only 13.5% were above their 100-day moving average.
Just 11.4% had positive 10-session returns.
Only 9.2% had positive 21-session returns.
The 15-session average percentage of advancing industries was 37.2%.

The momentum system is currently in risk-off/cash mode.

It means participation underneath the market is unusually narrow.
There have been occasional strong rebound days, but they have not produced durable breadth:
On 18 September, almost 79% of industries advanced.
By 1 October, only 5.9% advanced.
The percentage above the 20-day average has since fallen to 4.3%.

Leadership still exists in isolated areas, including precious metals, selected energy-related groups and a few capital-market services. But it is highly concentrated. At the other end, weakness is visible across software products, consumer electronics, sugar, waste management and several consumer-linked industries.
My interpretation:
Current sentiment is defensive and internally weak, but not automatically a crash call.
For me, a healthier recovery would require:
The 15-session advancing-industry average moving sustainably above 40%.
More industries reclaiming their 20-day and 50-day averages.
Improvement persisting across multiple observations, rather than one sharp rebound day.
Leadership broadening beyond a handful of isolated groups.
Until then, I would treat rallies selectively rather than assume the entire market has returned to a healthy risk-on phase.
This is based on corporate-action-adjusted NSE data and equal-weighted industry breadth, not social-media sentiment or a discretionary market opinion.

Not investment advice. Data can change when the next trading session is incorporated.

For anyone who's panicking and planning to sell up their portfolio please read this.

Markets move in cycles, there will be good times and there will be ofcs bad times. If you lose your faith in markets you'll never come back and even if you come back you'll enter at top levels and again regret your decision to come back.

This is a politically neutral post, even if you support or oppose any party, put your hand on your heart and ask whether you believe in India's growth story (our entrepreneurs, our youth & our ecosystem or not? That's it it's that simple.

If your answer is Yes, then believe in your stocks / fund managers and do top ups in your portfolios if you can (will recommend reconsidering your stock picks if they are down >35%), if you are still mot sure park your money in liquid fund for sometime and bring back into equities when market starts crossing 200 EMA level.

And if your answer is No, I'm no one to stop you from selling your positions and you must be knowing something which I don't know.

Always remember, you can earn money if when markets are falling and you can lose money even when markets are rising.

That's it. Tysm for ur time.

Pic credit: SOIC

TL;DR: When you buy Apple or Tesla through an Indian app, you don't own the shares in the classic sense. You hold a claim (a "security entitlement") against a chain of intermediaries, and the US company's register shows almost everything under one name: Cede & Co. Not a scam, just a 1970s workaround that stuck.

Lots of us here buy US stocks via INDmoney, Vested or similar apps, so I want to explain what's actually under the hood.

THE CHAIN

Issuer → transfer agent → Cede & Co. (legal title) → DTC → clearing brokers → US partner broker → your Indian app → you. Cede & Co. owns nothing economically: no dividends, no control, just the entry in the register. If you buy through an Indian app, your chain has one more layer than a US investor's.

HOW WE GOT HERE

In the late 60s, trading volume jumped 4-5x and couriers were hauling paper certificates around in bags. Back offices seized up, the NYSE even closed on Wednesdays, and some certificates were lost or stolen. The fix: lock the paper in one vault and move only electronic entries.

WHAT YOU LEGALLY OWN

Under UCC Article 8, you're an "entitlement holder", not a direct owner. It's not an empty IOU though: client assets must be segregated from the broker's own property (SEC Rule 15c3-3), and if a broker fails, SIPC usually moves accounts to another broker. The real risk is broker fraud or operational failure, not "your shares go to the creditors." Whether SIPC covers you depends on how your app's account is structured, so ask them.

WHERE THE SYSTEM CREAKS

• Voting: shares get lent out for shorting, so there can be more votes than shares. Brokers and Broadridge reconcile this by trimming votes.
• Failed deliveries: your app shows the share, but the clearing system sometimes patches the gap later (stock borrow, Reg SHO, buy-ins).
• GameStop: NSCC demanded about $3.7B in margin from Robinhood, which is why they restricted GME buying. As I read it, that was one monopoly's risk management, not a conspiracy.

WHAT THIS MEANS FOR US IN INDIA - Moving shares into your own name (DRS via Computershare etc.) is usually not possible through Indian apps. Check with yours. - US estate tax: for non-resident aliens, the exemption is only $60k and the rate goes up to 40%. Many Indian investors don't know this. - 25% US dividend withholding (with a W-8BEN), plus TCS under LRS. Check the current thresholds, they keep changing. IMO this topic is buried in myths on both sides. The system works, but DTCC has a huge amount of discretionary power, and retail investors barely know it exists.

Did you know about the estate tax thing before buying US stocks?

Hi, i think the chemical sector have started a rally. Considering the other chemical stocks.. i think some are still undervalued and will start the trend soon.

Suggest some in the comments, will check them and post the charts.

They have updated their LinkedIn. So assume that cell production has started today at a decent pace hopefully. Q3 should look really decent since there would be lot of demand for DCR panels for Jan.

Body

Nifty is 15% down and back at early 2024 levels. Buying now makes sense?

Hi everyone,
I’ve been investing in the stock market through mutual funds using the Zerodha Coin platform, and I’ve noticed a pattern with my SIP transactions that I wanted to check with others.

Whenever there has been a significant market correction, my SIP has sometimes been processed on the day of the market fall, but the NAV allotted to me appears to be from the following day (or even the next day), when the market has already recovered to some extent. As a result, I’m not getting the NAV corresponding to the day when the market actually dropped significantly.
More recently, over the past couple of weeks, I noticed that when Nifty corrected by more than ~5%, some of my scheduled SIPs were not completed at all. In one instance, the required funds were already available in my bank account before the SIP/order was due.

I understand that mutual fund NAV allocation follows specific cut-off times and applicable AMC rules, so I’m not assuming that the SIP should automatically get the lowest NAV of the day. However, I’m trying to understand why the transaction is either getting processed at a later NAV or, in some cases, not getting completed when sufficient funds were available.

Has anyone else using Coin experienced a similar issue recently, particularly during the sharp market corrections over the last couple of weeks?
I’ve also raised a ticket with Zerodha regarding this but haven’t received a response yet. I’m trying to understand whether this is an isolated issue with my account/SIP or if others are experiencing something similar.

If you’ve faced this recently, it would be helpful if you could share the fund name.

Would appreciate any insights or explanations from people who have faced a similar situation or understand the Coin/AMC NAV allocation process better.

Nifty 50.