Markets this February feel very different from the nervous start to the year. The Union Budget, RBI’s growth stance, and fresh momentum in US-India trade discussions have together reset expectations. For investors, this is not just another earnings season—it is a structural turning point.
At Swastika Investmart, our research desk has curated Valentine Picks 2026 – Mother of All Trades, a basket built around three themes: post-Budget beneficiaries, sectors gaining from US-India realignment, and domestic consumption revival. These are not short-term tips but conviction ideas shaped by regulatory changes, liquidity trends, and corporate fundamentals.
The Budget placed clear bets on infrastructure, manufacturing, and middle-class consumption. Higher capital expenditure, incentives for electronics and defence manufacturing, and rationalisation of personal taxes are expected to lift both demand and corporate margins.
Indian markets historically reward such policy continuity. After the 2021 and 2023 Budgets, infrastructure and capital goods indices outperformed the Nifty by double digits over the next six months. A similar playbook seems to be unfolding again.
RBI’s commentary around balanced growth and inflation comfort has eased fears of aggressive tightening. GDP estimates hovering near the 6.5–6.7% range suggest India remains the fastest growing large economy. Mutual fund SIP flows continue at record levels, cushioning FII volatility.
For investors, this means focusing on companies with pricing power, low leverage, and visibility of order books—exactly the filters used in our Valentine Picks.
The evolving trade partnership with the US is more than headlines. Electronics, speciality chemicals, defence components and IT services are seeing tangible order enquiries. As supply chains diversify away from China and Russia faces prolonged restrictions, India is becoming a preferred alternative.
Companies linked to:
are likely to witness re-rating. Our research basket aligns portfolios to this geopolitical shift while managing valuation risks.
Budget allocation to roads, rail and urban housing directly benefits engineering majors and EPC players. Order books are at multi-year highs while commodity prices remain stable. We prefer firms with strong execution history rather than speculative names.
Retail credit growth remains healthy despite tighter norms. Well-capitalised private banks and select NBFCs with granular loan books are positioned to gain. Regulatory discipline from SEBI and RBI has improved transparency, reducing past asset-quality surprises.
Tax relief for the middle class and rural income support are positives for consumer discretionary, QSR, and travel. Brands with digital distribution and regional presence score higher in our model.
Speciality chemicals, auto ancillaries and EMS players stand to gain from the US-India corridor. Currency stability adds to earnings visibility.
Swastika Investmart’s screening framework combines technical strength with fundamental hygiene—cash flows, promoter behaviour, and sector tailwinds. This discipline helps separate real opportunities from social-media noise.
Consider an auto-ancillary exporting precision components to the US. After the trade discussions, enquiries rose 18% while raw material costs stayed benign. With a debt-free balance sheet and 22% ROE, such a company fits perfectly in our Valentine basket. Similar logic applies to a mid-tier bank gaining CASA share after digital onboarding initiatives supported by regulatory reforms.
Indian markets today are influenced by global yields, crude, elections abroad, and domestic reforms simultaneously. Retail investors often react late. A structured research partner helps convert these macro moves into actionable portfolios.
Swastika Investmart brings:
Our Valentine Picks are monitored continuously with exit rules, position sizing, and risk alerts.
No strategy is immune to risks. Escalation in Russia-Ukraine dynamics, delay in US rate cuts, or sudden FII outflows may trigger corrections. That is why our portfolio avoids over-concentration and focuses on companies with cash buffers and domestic demand cushions.
If you want exposure to the post-Budget opportunity without guessing, explore our curated basket and research notes. The objective is simple—participate in India’s growth while protecting capital from headline shocks.
Is this strategy only for short-term traders?
No. The basket is designed for 6–12 month horizons with staggered entries, suitable for investors seeking wealth creation rather than intraday speculation.
How does the US-India trade shift help Indian stocks?
Diversifying supply chains toward India boosts electronics, defence, chemicals and IT services, improving revenue visibility and valuations.
What role does RBI policy play?
Stable rates and adequate liquidity support credit growth and consumption, key drivers for financials and consumer sectors.
Are these recommendations SEBI compliant?
Yes. Swastika Investmart follows SEBI-registered research processes with proper risk disclosures and monitoring.
Can beginners participate?
Absolutely. Our platform offers educational resources, portfolio tracking and support to help first-time investors invest responsibly.
Indian markets are entering a phase where policy, geopolitics and domestic demand are aligning. Valentine Picks 2026 captures this rare confluence—the true Mother of All Trades after the Budget. Partner with Swastika Investmart to invest with research, discipline and confidence.
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The year 2025 has kickstarted one of the strongest IPO waves in India’s market history. From startups to large conglomerates, companies are lining up to raise capital via Initial Public Offerings (IPOs). With SEBI making IPO processes faster and digital applications simpler, retail participation is at an all-time high.
But here’s the catch – you cannot apply for or hold IPO shares without a DEMAT account. If you are serious about wealth creation through the upcoming IPO boom, now is the right time to get started.
Here’s why a DEMAT account is non-negotiable for IPO investments:
The Indian stock market has matured significantly in the last few years. Backed by favorable SEBI regulations, strong retail participation, and India’s status as the fastest-growing major economy, more companies are choosing to go public.In fact, experts estimate that IPO fundraising in 2025 could surpass all previous records, covering diverse sectors like fintech, renewable energy, digital commerce, and infrastructure.
<p>While many discount brokers focus on speed, <strong>Swastika Investmart</strong> has built its reputation on **trust, SEBI compliance, and deep research-based advisory**. With its strong technology stack and regional support network across India, Swastika empowers both beginners and experienced investors to participate confidently in IPOs.</p> <p>What sets Swastika apart is its investor-first approach, ensuring that new entrants into the stock market are guided properly and not just left with trading tools. From IPO recommendations to post-listing strategies, Swastika helps investors at every step.</p>
👉 Open a Demat Account with Swastika Today
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Q1. Can I apply for an IPO without a DEMAT account?
No. IPO allotments are only made in DEMAT form as per SEBI guidelines.
Q2. How much money do I need to start investing in IPOs?
Retail IPO applications usually start from ₹15,000–₹20,000 per lot.
Q3. Are IPOs always profitable?
Not always. While some deliver strong listing gains, others may underperform. Research is essential.
Q4. Which IPOs are expected in 2025?
Several companies in fintech, EV, renewable energy, and healthcare are expected to go public this year.
The IPO boom of 2025 is a once in a decade opportunity for Indian investors. With leading companies tapping into public markets, retail investors have a golden chance to grow wealth. But without a Demat account, you’ll be left out of the action. If you’re serious about making the most of the IPO wave, now is the right time to open a Demat account. Whether you prefer app-based brokers or value-added services, ensure your account is ready before the next big IPO hits the market. And with Swastika Investmart, you get not just access but also trusted guidance to navigate India’s exciting IPO journey in 2025 🚀
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The year 2025 has been marked by intensifying tariff disputes between the U.S. and several trading partners. India, being a significant exporter of textiles, pharmaceuticals, steel, IT services, and chemicals, is directly feeling the impact. With the U.S. imposing higher duties on steel and certain manufactured goods, Indian companies are rethinking their export strategy and market diversification.
Trade has always been one of India’s strongest growth levers. In FY24, India’s exports of goods and services crossed $775 billion, but the U.S. tariffs are creating headwinds. While India continues to be a trusted global partner, changing tariff structures require businesses to reimagine pricing, supply chains, and long-term competitiveness.
The U.S. remains India’s largest export destination, accounting for nearly 17% of total exports. From IT services to engineering goods, India’s dependency on U.S. markets is significant.
For example, a textile exporter from Tiruppur exporting cotton apparel to the U.S. now faces a 10–15% cost disadvantage compared to competitors from tariff-free countries.
India is accelerating trade agreements with EU, ASEAN, and African nations. The India-EFTA Trade Deal, signed in early 2025, is expected to boost textile and engineering exports by providing duty-free access to European markets.
Instead of relying on low-margin exports, Indian companies are shifting toward value-added products. For example, in the chemical sector, rather than exporting bulk chemicals, firms are focusing on specialty chemicals with higher margins and lower tariff sensitivity.
The stock market often reacts quickly to global tariff announcements. Sectors like metal stocks, textiles, and export-heavy IT firms witness volatility. For instance, after the latest tariff announcement in July 2025, several steel companies in India saw a 2–3% dip in share value due to expected demand slowdown.
However, long-term opportunities remain strong. Companies with diversified export bases, robust domestic demand, and strong R&D (such as specialty chemicals and pharma) are expected to emerge stronger.
For investors, this means a shift in focus toward:
The Indian pharmaceutical sector, a global supplier of generics, initially faced hurdles due to U.S. duties on certain APIs (Active Pharmaceutical Ingredients). To counter this, companies are strengthening backward integration, reducing dependency on imports from China, and exploring new export markets in Latin America and Africa.
This adaptability showcases India’s resilience and long-term growth potential, even in a turbulent trade environment.
1. Why are U.S. tariffs affecting Indian exports so much?
Because the U.S. is India’s largest export market, higher duties directly raise costs for Indian exporters, making them less competitive.
2. Which sectors are most impacted?
Steel, textiles, and certain chemical exports face the highest tariff pressure, while IT and pharma are moderately affected.
3. What steps is the Indian government taking?
Through FTAs, PLI schemes, and RoDTEP incentives, the government is ensuring exporters stay competitive globally.
4. Should investors avoid export-heavy companies?
Not necessarily. Investors should focus on firms with diversified markets, innovation, and strong domestic demand.
5. Can this tariff turmoil benefit India in the long run?
Yes. It encourages diversification, strengthens local manufacturing, and pushes companies to innovate in higher-value exports.
While U.S. tariffs are creating near-term challenges for India’s exporters, they are also driving innovation, diversification, and resilience in the long run. For investors, this is a reminder that global trade risks and domestic opportunities must both be factored into investment strategies.
At Swastika Investmart, our SEBI-registered research team provides in-depth insights, strong research tools, and investor education to help you make informed decisions in such dynamic times.
👉 Open Your Account with Swastika Investmart and navigate global market shifts with confidence.
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Anlon Healthcare, based in Rajkot, has carved a niche in manufacturing high‑purity pharmaceutical intermediates and APIs used in medications, personal care, nutraceuticals, and animal health—critical raw materials in drug production. Its IPO is a fully fresh issue of around ₹121 crore at ₹86–91 per share, with a lot size of 164 shares. Proceeds are earmarked for capacity expansion (₹30.7 crore), working capital (₹43 crore), debt reduction, and general corporate use MoneycontrolIPO Watch.
Pros Under the Hood:
Caveats to Consider:
Verdict: With expansion plans and stronger margins in sight, Anlon Healthcare shows promise—but given the high valuation, past revenue dip, location dependency, debt, and narrow client base—cautious investors may prefer to sit this one out.
Vikran Engineering, headquartered in Thane (Maharashtra), is a fast‑growing EPC firm focused on core sectors like power transmission (EHV substations, smart metering), water infrastructure, railway electrification, and solar projects. The IPO totals ₹772 crore, comprising ₹721 crore fresh issue and ₹51 crore via offer for sale, at ₹92–97 per share, with a lot size of 148 shares. The net proceeds largely support working capital and corporate needs SharescartUpstox - Online Stock and Share TradingFortune India.
Strengths That Stand Out:
Risks to Note:
Verdict: A fundamentally sound candidate with solid growth, diverse project mix, and strong credibility. Investors could consider participating for potential listing gains and long‑term growth, while remaining watchful on execution and policy risks.
Why Swastika Investmart stands out:
Q1. When do these IPOs open and list?
Both IPOs—Anlon and Vikran—open on August 26, 2025, and close on August 29. Allotment is expected by September 1, with refunds and demat credit on September 2, and listing on September 3 on BSE and NSE IPO Watch+1Sharescart.
Q2. What is the minimum investment for retail investors?
Q3. What share quotas are allocated among investor categories?
Q4. What does the grey market premium (GMP) suggest?
Vikran shows a strong grey market premium (~17–23%), indicating investor enthusiasm and possible listing upside The Economic TimesMoneycontrol. Anlon currently has no visible GMP activity The Economic Times.
Q5. Should a risk‑aware investor subscribe to both?
Anlon’s full valuation, FY 24 revenue slump, and operational concentration suggest prudence—this one could be avoided for now. Vikran, however, offers a well-balanced risk‑reward profile; investors may consider applying for potential gains and long-term infrastructure exposure.
The Anlon Healthcare IPO tells a story of niche manufacturing with potential—but shadowed by recent revenue decline, high valuation, and reliance on a single facility and a few clients. In contrast, Vikran Engineering stands out with healthy financials, diversified order book in vital sectors, and encouraging market sentiment.
For investors seeking support, clarity, and confidence in navigating these IPOs, Swastika Investmart delivers with its SEBI‑registered platform, powerful research tools, supportive customer care, and educational edge.
To explore these IPOs or your next investment opportunity with ease and authority:
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India’s Online Gaming Bill Passed: How Will It Shape Investments and Markets?
India’s rapidly growing digital economy is undergoing a dramatic policy shift. The passage of the Promotion and Regulation of Online Gaming Bill, 2025 by both houses of Parliament has triggered intense debate, concern, and strategic repositioning—particularly for investors and market participants. The Bill, which awaits presidential assent (largely seen as a formality), brings sweeping changes to India’s online gaming landscape, especially targeting real-money games. But what does this mean for your investments and the broader financial markets?
Understanding the New Online Gaming Bill
India boasted over 568 million online gamers in 2025—one in five globally. The real-money gaming (RMG) segment, comprised of fantasy sports, rummy, and poker, contributed to 85% of industry revenue last year, embedding itself deep into India’s startup ecosystem and attracting massive foreign and domestic investments.
Key Provisions of the 2025 Bill:
Why Did the Government Intervene?
Policymakers argue the ban was necessary for national security and public health:
Real-World Market Impact: Investors, Startups & Markets React
The passage of the Bill has sent shockwaves across India’s startup and investment communities:
Example:
Amit, an angel investor, had allocated 10% of his portfolio to emerging fantasy gaming startups. Overnight, the Bill rendered these investments non-viable. Forced to reassess his positions, Amit is now redirecting capital towards SEBI-regulated fintech and tech stocks with robust compliance records.
What’s Next? Navigating Opportunities in Tech and Investor Safety
The Online Gaming Bill is more than just a ban—it’s a call for responsible digital development, innovation, and investor protection. The focus now shifts to:
Why Swastika Investmart Stands Out For Investors
As Indian markets evolve, the need for a trusted, SEBI-registered, and technologically advanced broker is paramount. Swastika Investmart ticks every box:
Example:
Ravi, after facing losses with a gaming app, opened an account with Swastika Investmart. He used Swastika’s research screeners to diversify into energy and banking stocks, accessed regional support for clarity, and benefitted from timely educational webinars.
FAQs
Q1. Does the new Online Gaming Bill completely ban all online games?
No, it bans only real-money gaming. E-sports, educational, and social (non-monetary) games are still encouraged and regulated.
Q2. How will this affect my investments as an individual investor?
Expect volatility in gaming and fintech stocks. Diversify and favor SEBI-regulated sectors and brokers for safer, research-backed investing.
Q3. Can Indian startups challenge the Bill?
Some gaming companies are exploring legal challenges, but the Bill’s provisions are sweeping and its passage by Parliament signals strong government intent.
Q4. Where can investors look for the next growth opportunity?
E-sports, fintech, AI, green energy, and regulated tech platforms with strong compliance and user support are emerging as new avenues.
Q5. Is Swastika Investmart safe for online investing after these regulatory changes?
Absolutely. The platform is SEBI-registered, ISO-certified, and follows stringent privacy and compliance protocols.
Conclusion: Invest Smarter with Swastika Investmart
The passage of the Online Gaming Bill signals a careful regulatory tone in India’s digital economy. While it brings challenges for a thriving sector, it also unlocks safer, more transparent, and innovative investing opportunities. For investors seeking stability, advanced market research, and trusted compliance, Swastika Investmart is your ideal partner.
Take charge of your financial future—Open an Account today with Swastika Investmart.
(Open Account CTA: https://trade.swastika.co.in/?UTMsrc=OnlineGamingBillPassed)
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Introduction
Intraday trading in India has become one of the most exciting opportunities for retail investors. With the right tools, traders can read market psychology and make faster decisions. Among these tools, Pivot Points and Support/Resistance levels stand out as some of the most reliable indicators. If you’re trading on platforms like Zerodha, Groww, Angel One, Upstox, or ICICI Direct, you’ve probably seen these levels on your charts. Let’s dive deep into how they work, why they matter, and how you can apply them effectively.
What Are Pivot Points?
Pivot Points are calculated price levels that traders use to identify possible support and resistance zones for the trading day. They are derived from the previous day’s high, low, and close. Many traders believe these levels reflect institutional behavior, making them powerful decision points.
For intraday traders, pivot levels provide:
Understanding Support and Resistance
Support and resistance are fundamental to price action trading:
These levels, when combined with Pivot Points, help traders validate intraday moves with greater accuracy.
Most trading platforms auto-calculate these levels, so traders only need to interpret them.
Why Are Pivot Points Popular in India?
Indian intraday traders, especially in indices like Nifty 50 and Bank Nifty, rely heavily on pivot levels due to high liquidity and volatility. Commodities such as Gold and Crude Oil also respond well to pivot analysis.
For example:
Beginner-Friendly Application
If you’re new to trading:
Trading apps like Zerodha Kite, Groww, and Upstox display these levels directly on intraday charts, making them accessible for beginners.
SEBI Regulations & Investor Protection
The Securities and Exchange Board of India (SEBI) consistently reminds traders to prioritize risk management. Pivot Points can assist in this by offering logical stop levels. Also, monitoring NSDL/CDSL alerts helps ensure your Demat and trading activities remain secure.
Why Swastika Investmart Deserves a Mention
While several brokers provide excellent trading platforms, Swastika Investmart distinguishes itself through:
For traders who value both tools and trusted guidance, Swastika adds an extra layer of confidence.
👉 Open your account with Swastika Investmart today
📱 iOS: Swastika on App Store
📱 Android: Swastika on Play Store
Pro Tips for Traders
Q1. Are Pivot Points reliable for intraday trading?
Yes. They are widely used, especially in indices and commodities, to identify intraday turning points.
Q2. Which is better – Pivot Points or Moving Averages?
Pivot Points are better for intraday setups, while moving averages are suited for long-term trend identification.
Q3. Can beginners use Pivot Points?
Absolutely. They are easy to understand, automatically plotted on charts, and widely trusted.
Q4. Do Pivot Points work in all markets?
They work best in liquid and volatile markets like Nifty, Bank Nifty, Gold, and Crude Oil.
Pivot Points and Support/Resistance are not just technical jargon — they are practical tools that help intraday traders make informed decisions. In India’s fast-moving markets, combining these levels with SEBI’s safety guidelines and reliable platforms can significantly enhance trading success. While brokers like Zerodha, Groww, Angel One, and Upstox provide the infrastructure, Swastika Investmart’s blend of advisory, compliance, and trust makes it an excellent partner for your trading journey.
Whether you’re a beginner or an experienced trader, learning Pivot Points could be your first step toward consistent intraday performance.
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India’s insurance sector has been at the center of policy reforms in recent years, aiming to improve financial inclusion and make risk protection more affordable. The latest discussion revolves around removing Goods and Services Tax (GST) on health and life insurance premiums. On the surface, this may look like a boon for customers. But beneath the surface, the implications are more complex—for insurers, the financial markets, and even long-term policyholders.
Currently, insurance premiums in India attract an 18% GST (except a few segments like certain micro-insurance products). For example:
Removing GST would reduce the immediate outflow for customers. However, insurers today enjoy input tax credit (ITC) on GST paid for their services, technology, and operations. If GST is removed, insurers lose this credit and may face higher net costs.
At first glance, policyholders save money upfront. A ₹25,000 health insurance policy would cost exactly₹25,000 instead of ₹29,500 (with GST). This reduction could encourage more people, especially in middle-income households, to purchase insurance.
However, if insurers pass on their increased operational costs due to loss of ITC, premiums could rise in the medium term. Customers may face:
For insurers, this move is a double-edged sword. On one side, the industry can promote insurance as more affordable and expand penetration. On the other side, companies may face-
This could also trigger industry consolidation, with stronger players leveraging technology and scale to offset costs.
India’s stock markets are highly sensitive to regulatory shifts, and insurance companies are a key part of the financial services sector indices (Nifty Financial Services, Nifty 50 in case of HDFC Life, SBI Life, ICICI Prudential).
For investors, GST exemption means:
Example: If SBI Life manages to offset ITC loss through its wide distribution and bancassurance tie-ups, it could sustain margins better than smaller peers.
The GST Council and Insurance Regulatory and Development Authority of India (IRDAI) both play a role in shaping this decision.
This reform aligns with the government’s larger push toward “Insurance for All by 2047”.
For investors trying to under stand the bigger picture, navigating the insurance sector’s dynamics requires research-backed insights.
At Swastika Investmart (SEBI Registered Research Analyst), we provide:
Q1. Will customers really save money if GST is removed from insurance premiums?
Yes, initially premiums will appear cheaper, but insurers may increase base premiums later due to higher operating costs.
Q2. How will this affect listed insurance companies like HDFC Life or SBI Life?
They may face margin pressure in the short term, but companies with scale and strong distribution can manage better.
Q3. Is this reform final?
Not yet. The GST Council has proposed it, but final implementation depends on government approval.
Q4. Will this boost insurance penetration in India?
Yes, lower upfront costs could encourage more middle-class families to buy insurance, supporting long-term penetration goals.
Q5. What should investors do?
Investors should monitor quarterly results of insurance companies and track how each adapts to regulatory shifts before making decisions.
The idea of insurance premiums without GST sounds appealing to customers, but the story is more nuanced. While households may save upfront, insurers could face margin pressures, potentially leading to higher premiums in the future. For investors, this is acritical policy shift that can reshape stock valuations in the financial services sector.
As the sector evolves, staying informed and guided by expert research is essential. With Swastika Investmart, you get trusted insights, tech-enabled investing tools, and dedicated support to help you make better financial decisions.
Trust Our Expert Picks
for Your Investments!
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