Kulneet singh
@kulneet.singh.9016
Mumbai
8+ Years of experience
SEBI Registration INH000014845CFA CANDIDATE/ Options & Swing Expert/ Mentor
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Posts
shared an insight ⚡️ 15 hours ago
Nestlé Plans $1 Billion Vitamins Business Sale
NESTLEIND
lé is looking to sell its mainstream vitamins and supplements business to US private equity firm Yellow Wood Partners for around $1 billion. For me, this is more interesting from the perspective of how a large consumer company keeps reviewing its portfolio rather than simply continuing with every business it owns.
The proposed deal includes brands such as Nature’s Bounty, Osteo Bi-Flex and Puritan’s Pride, along with the US private-label supplements business and its manufacturing and logistics operations.
What stands out to me is the strategic thinking behind such transactions. A company like Nestlé operates across multiple categories and geographies, and not every business will necessarily fit equally well with its long-term priorities. Selling a business can allow management to simplify operations and concentrate capital and resources on areas where it sees better growth or stronger competitive advantages.
At the same time, I would not judge the transaction only from the $1 billion consideration. The more important things to understand are the profitability of the business being sold, how the proceeds are eventually deployed and whether the divestment improves Nestlé’s overall growth and return profile.
For investors, portfolio restructuring can sometimes be as important as expansion. Growth is not always about acquiring more businesses; occasionally, exiting the right business can also improve focus.
Learning Outcome: Divestments should not automatically be viewed as negative. Investors should understand why a company is selling an asset, the valuation received and how management plans to redeploy the capital. shared an insight ⚡️ 2nd Sep
MSCI Exit Adds Fresh Technical Pressure on Swiggy
SWIGGY
is facing a different kind of pressure right now, and this has more to do with index eligibility and foreign ownership limits than any immediate change in its underlying business.
MSCI has decided to remove Swiggy from its Global Standard Indexes effective September 7, 2026, under the foreign ownership limit event category. This comes after Swiggy moved towards becoming an Indian-owned and controlled company, with shareholders approving proposals to cap foreign shareholding at 49.5%.
The company also entered NSDL’s red flag list on September 1 after foreign ownership moved within three percentage points of the applicable FPI limit. According to the reported data, foreign investors can now purchase a maximum of around 2.8 crore additional Swiggy shares.
For me, the important learning here is how index-related events can influence a stock even when they are not directly connected to operating performance. Funds that track MSCI indices may need to adjust their holdings after the deletion, potentially creating additional selling pressure around the effective date.
Swiggy shares have already been under pressure, falling 4% to ₹264.55 and extending their two-day decline to around 6%.
I would therefore separate this event from the company’s business fundamentals. Index exclusion can create short-term technical pressure, while Swiggy’s longer-term performance will still depend on growth, profitability and execution across food delivery and quick commerce.
Learning Outcome: Index inclusion or exclusion can create temporary buying or selling flows because passive funds need to rebalance their portfolios. Such technical flows should be analysed separately from changes in a company’s underlying business. shared an insight ⚡️ 2nd Sep
Rising Gold Imports Put Focus Back on Trade Deficit
KALYANKJIL
Gold has again come into focus after Prime Minister Narendra Modi urged Indians to avoid unnecessary purchases as rising imports put pressure on India’s trade deficit and the rupee.
What caught my attention is the scale of the increase. Gold imports jumped more than 32% year-on-year during the first four months of the financial year. The trade deficit also widened sharply in July. Since India is the world’s second-largest bullion buyer and depends heavily on imports to meet domestic demand, a strong rise in gold purchases directly increases the country’s import bill.
For me, there are two sides to this story. At the economy level, lower unnecessary gold imports can help reduce pressure on the trade deficit and foreign-exchange demand. But from the stock-market perspective, jewellery companies are the ones I would watch closely if consumer behaviour changes or the government takes further steps to discourage imports.
The impact is not necessarily straightforward. Jewellery demand in India is also linked to weddings, festivals and savings, so it cannot disappear completely. But persistently high gold prices, import-related measures or weaker discretionary purchases can affect volumes even if jewellery companies protect revenue through higher gold prices.
That is why I would track jewellery volumes and margins rather than looking only at the value of sales.
Learning Outcome: Higher gold prices can increase a jeweller’s reported revenue even without strong volume growth. For jewellery businesses, actual demand, volumes, margins and inventory management give a better picture of underlying performance.FAQ's
What are the top stock recommendations by Kulneet singh?
Kulneet singh regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Torrent Pharmaceuticals Ltd (Bullish), Bharat Heavy Electricals Ltd (Bullish), PB Fintech Ltd (Bullish), NESTLEIND and SWIGGY. Explore Kulneet singh's complete list of posts and trade views on their StockGro profile.
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