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Showing posts from September, 2025

SARASIJ'S BLOG

INDIAN SHARE MARKET: PRESENT & FUTURE

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  INDIAN SHARE MARKET PRESENT & FUTURE SARASIJ MAJUMDER I saw a few comments on social media on present fall in Equity Market, and thought that I should try to explain the ‘Cause, and Effect’ situation. SEPTEMBER—2026: Foreign Institutional Investors (FIIs) were heavy net sellers in September, pulling an estimated ₹35,861 crore to ₹45,536 crore out of Indian equities. The selling intensified sharply in the final week of the month, accounting for nearly 78% of the month's total outflow. This aggressive sell-off triggered an 8-week losing streak for the Nifty 50. Key sectoral impacts and insights from the September outflow data: • Financial Services Hit Hardest: The banking and financial services sector bore the brunt of the foreign exit, accounting for over a third of the selling pressure, with FIIs dumping ₹13,147 crore worth of financial stocks. • Other Targeted Sectors: FIIs also aggressively trimmed weightages in Oil & Gas/Consumable Fuels, FMCG, and Tele...

NEWS SNIPPET-2502||27SEPT.25

  NEWS SNIPPET-2502 SARASIJ||27SEPT.25 GLOBAL KALEIDOSCOPE - Despite more than a century of understanding that the 14th Amendment confers citizenship on people born in the United States, the Trump administration told the Supreme Court in an appeal that notion was “mistaken” and that the view became “pervasive, with destructive consequences,” and asked SC to review its constitutional validity.   CNN James Comey, the former FBI director fired by President Trump in 2017, was indicted in rushed proceedings by a federal grand jury in Virginia Thursday night. “There are costs to standing up to Donald Trump,” Comey said in  a short video response . “I am not afraid. My heart is broken for the Department of Justice. But I have great confidence in the federal judicial system and I am innocent. So let’s have a trial.” FREE PRESS Netanyahu is addressing the UN General Assembly (UNGA) today amid heightened international pushback to Israel’s war in Gaza and plans for the Wes...

NEWS SNIPPET ||26Sept.25

  NEWS SNIPPET SARASIJ MAJUMDER||26Sept.25 1.0: Prime Payout: Amazon reached a $2.5B settlement with the Federal Trade Commission yesterday, ending a civil trial over claims it enrolled customers in Prime without consent and intentionally made cancellations difficult. The company's shares fell 1% on the news. Without admitting wrongdoing, Amazon will pay a $1B civil penalty—the largest in FTC history—and refund $1.5B to affected consumers. Prime, with over 200 million paying members, helped generate almost $24B in subscription revenue in the first half of 2025. However, the FTC alleges Amazon locked nearly 40 million consumers into recurring subscriptions with deceptive page designs, including a four-page, six-click, 15-option journey to cancel called "Iliad Flow." Amazon revised the flow in 2023 and must continue streamlining user journeys under the settlement.   In recent weeks, the FTC settled similar lawsuits against Match Group for $14M and Chegg for $7.5M a...

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