Saksham Sharma - SEBI RIA
@saksham.sharma.6125
Delhi
7+ Years of experience
SEBI Registration INA000022613Fee-only financial planning | Website: asksaksham.in | Instagram: @AskSaksham.in | Educational content, not personalized advice.
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shared an insight ⚡️ 16 hours ago
The 5-Day Losing Streak Just Broke. The Same Stocks That Fell Hardest Are Leading the Recovery.
Sensex opened up 549 points, or 0.72%, at 76,608.98 this morning, with Nifty gaining 161 points to 23,928.40, snapping the five-day losing streak. The trigger: crude oil fell another 5% overnight as the US-Iran ceasefire held through the weekend.
Here's the detail worth noticing.
INDIGO
, which we flagged as the biggest loser during the oil spike due to how directly jet fuel costs hit airline margins, is now among this morning's top gainers. Same mechanism, opposite direction.
This is a genuinely useful pattern. When you understand exactly why a stock fell, fuel costs, import dependency, currency exposure, that same mechanism usually tells you which stocks recover fastest once the driver reverses. It's not random, it's usually the hardest-hit names bouncing hardest.
Worth noting, FIIs were still net sellers on Friday, ₹3,892 crore, while DIIs bought ₹5,453 crore, the same domestic-absorbing-foreign-selling pattern from a few weeks back. That hasn't changed just because oil eased.
The takeaway. A streak driven by one clear cause can reverse just as fast once that cause reverses. Tracking why, not just that, is what lets you actually anticipate which stocks lead the recovery. shared an insight ⚡️ 20 hours ago
Oil Just Fell 7% Overnight. This Flips Everything We've Been Watching All Week.
Brent crude dropped as much as 7.4% overnight, falling below $90 a barrel, after the US and Iran both refrained from further retaliatory strikes, easing a nearly two-week escalation. This is worth pausing on, because it's the exact same mechanism we've tracked all week, just running in reverse.
Remember the chain we kept coming back to: rising crude, weaker rupee, worsening trade deficit, inflation pressure, market weakness. When crude spiked, all of that pressure built up together. Now that crude has dropped sharply on the ceasefire holding, that entire chain should start easing in the opposite direction too, at least if the de-escalation holds.
Here's a genuinely useful pattern to recognize.
ONGC
, which we mentioned earlier as a natural beneficiary of rising crude, now faces the mirror image of that same logic. As an oil producer, a sharp fall in crude prices directly pressures its realized revenue per barrel, the exact opposite effect from what helped it during the price spike. Meanwhile, the businesses that were hurting from expensive oil, airlines, oil-importing sectors, the broader economy through inflation, stand to benefit from this reversal instead.
This is worth remembering as a general principle beyond just this one event. Whenever you understand why something moved a stock or the market in one direction, that same logic almost always tells you what happens if that specific driver reverses. The chain works both ways.
The takeaway. A single overnight geopolitical development just flipped the dominant narrative driving markets for weeks. Worth watching over the next few sessions whether this reversal actually breaks the five-day losing streak, or whether other pressures, FII selling, rupee weakness, take longer to unwind even as oil eases. shared an insight ⚡️ 26th Jul
The US Just Cut India's Tariff Rate. But 45% of Exports Were Never Affected Anyway.
The US finalized a new Section 301 duty on Indian goods at 10%, down from an initially proposed 12.5%, placing India in what's being called a lower tariff tier. The headline sounds like a broad, sweeping tax on everything India sells to America. It isn't. The Centre itself confirmed that 45% of India's exports to the US remain entirely outside this new duty.
Here's why this matters for how you read any tariff headline, current or future. Tariffs are almost never a flat, blanket tax on "all trade with a country." They're typically applied selectively, by product category, based on specific trade negotiations, exemptions, and classifications. A tariff announcement covering "Indian exports" might genuinely hit certain sectors, textiles, certain manufactured goods, hard, while leaving others, like IT services, completely untouched.
This is exactly why a company like
TCS
is largely insulated from a story like this. IT services exports aren't goods crossing a border in the way physical products are, so tariffs like this one simply don't apply to that entire category of India-US trade at all, regardless of how the headline number reads.
The takeaway. Whenever you see a tariff rate announced between two countries, resist reading it as uniform. Check which sectors and product categories are actually covered, and which fall outside it entirely. The real business impact almost always sits in the details of exclusions and categories, not in the single headline percentage everyone quotes.FAQ's
What are the top stock recommendations by Saksham Sharma - SEBI RIA?
Saksham Sharma - SEBI RIA regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Dixon Technologies (India) Ltd (Bullish), Artemis Medicare Services Ltd (Bullish), Yatharth Hospital & Trauma Care Services Ltd (Bullish), INDIGO and ONGC. Explore Saksham Sharma - SEBI RIA's complete list of posts and trade views on their StockGro profile.
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Saksham Sharma - SEBI RIA follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
How long has Saksham Sharma - SEBI RIA been a SEBI-registered Research Analyst (RA)?
Saksham Sharma - SEBI RIA has been a SEBI-registered Research Analyst and have 7+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
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You can check Saksham Sharma - SEBI RIA's past stock recommendations, success rate, and investment insights on their StockGro profile. Their historical stock picks reflect a track record of strategic investment decisions based on thorough research.
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What is Saksham Sharma - SEBI RIA's track record in predicting market movements?
Saksham Sharma - SEBI RIA has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
What is the SEBI Registration number for Saksham Sharma - SEBI RIA?
Saksham Sharma - SEBI RIA is a SEBI-registered Research Analyst with the SEBI Registration INA000022613. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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