Mutual fund investors pour Rs 3,063 crore in largecap funds. Time to shift your portfolio?
By Surbhi Khanna Feb 19, 2025, 10:13:00 AM IST
https://economictimes.indiatimes.com/mf/analysis/mutual-fund-investors-pour-rs-3063-crore-in-largecap-funds-time-to-shift-your-portfolio/articleshow/118375563.cms
As gold prices soar by Rs 8,300 per 10 gram in 2025, here’s how to buy jewellery via SIP
By Shivendra Kumar Feb 18, 2025, 12:45:00 PM IST
https://economictimes.indiatimes.com/markets/stocks/news/as-gold-prices-soar-by-rs-8300-per-10-gram-in-2025-heres-how-to-buy-jewellery-via-sip/articleshow/118349978.cms
Recently SEBI took action against registered advisors by implementing some kind of new rule and the result was that many have shuttered their businesses and exited the markets to the public, and then… well everyone has no choice but to turn to the newspaper and pay ONLY 2000 per year. when you multiply that by 150,000 extra subscriptions then it adds up to a considerable amount…
Oh… the investor is in the red by 25% or more perhaps by 2 million rupees or more so what is the comparison between that 2 mio rupees and ONLY 2000 rupees for a yearly newspaper subscription, a 3 year subscription would go at a cheaper price considering the per month cost of a newspaper. Wait I’ll post a a few articles and prove it. The large investors are holding losses of up to 81000 crore which is 81000*10million rupees divided by the USD/INR Exchange rate. They are the first ones to get suckered into buying a newspaper subscription.
Bamboozling markets?
First the newspapers took concerted steps to mislead and trap retail investors into doing SIPS into stocks, and MF’s… Now everyone is trapped and is stuck with having to hold losses of up to 2 million or more. Now reporters have started doing that same trick on retail investors by using XAUUSD as the bait. Just look at the writer’s name, the date and time… and most of all the wordings used in the headline topic. Talk about bamboozling markets… The media is causing retail investors to get trapped just in order for them to suffer fear and take a newspaper subscription at steep discounts of up to 40% off!!!
USDJPY DAILY CHART – Major level cited

JP, the stalemate was broken when 150 was firmly broken as stocks extended slide
Break of 149.34 exposes the major support at 148.63, the base of the move to 158.85
If you go to the weekly, it shows a risk for 139.50 if 148.63 gives way.
At a minimum, 149.34-39 needs to be regained to slow the threat but only 150+ would negate it.
a refresher from the Fed on “communication” (propaganda to some)
jefferson casting some light on past, current and future methods of bamboozeling markets of its intentions and ultimate market digestion and reaction goals
Reading between the Lines? Textual Analysis of Central Bank Communications
February 21, 2025
Vice Chair Philip N. Jefferson
EURGBP DAILY CHART – Weighing on EURUSD

I got an email calling this Freaky Friday but there is some logic behind EURUSD falling (tests 1.0450, holding so far) despite weak US data
1. EURJPY selling (biggest weight)
2. EURGBP selling (adding to it)
10-year bund is down 7bps while 10 year gilt is up 3bps
GER30 is down for the 3rd day after coming very close to 23000.
There could also be some flows ahead of the German election.
Whatever the case, .8262 is a key support with next level at .8222
Note, EURJPY selling is a greater weight on EURUSD
More downside misses in US data… risk off… yields dip… JPY getting the flows… USDJPY back below 150… JPY cross offsetsa lifting thr USD elsewhere… stocks down

Source data headlines: Newsquawk.com
Yes, German Elections is another important moment, but I don’t think that the fate of EUR is in their hands…any more…Trumps dealings with Russia / Ukraine is way more important.
Aside feelings of honourable European politicians ( finally someone to make them sweat and lose some sleep) , if Trump manages it till the end, Europe as a region/continent will get another chance.
It all falls back to question of Gas and Minerals coming from Russia- so Europe might ( will ) lose this one – as in the eyes of local politicians Piece is a loss…but Europe will win in many ways…
Of course waves will be felt for months to come, but we like to say : every miracle lasts three days…
EURUSD Daily
Is it going to be the decision day today for EUR?
Supports at : 1.04600 & 1.04350
Resistances at: 1.05050 & 1.05550
Data today should finally gives us a clue – Economic Data Calendar

A look at the day ahead in U.S. and global markets from Mike Dolan
Wall Street nursed a bruising on Walmart (NYSE:WMT)’s downbeat results, casting a cloud over the U.S. consumer just as more buoyant European markets awaited the weekend’s German election.
Another blizzard of often conflicting influences from geopolitics, trade, monetary policy and corporate earnings barrelled into world markets over the past 24 hours.
But it was the retailing giant’s miss on its sales and profit forecasts – citing the turbulent political environment and trade uncertainties ahead – that cut deepest.
US OPEN
EUR weighed on by PMIs & JPY hit by Ueda remarks, Commodities are pressured by the firmer Dollar ahead of US PMIs
Good morning USA traders, hope your day is off to a great start! Here are the top 4Â things you need to know for today’s market.
4 Things You Need to Know
European bourses are mostly higher after paring initial pressure following dire French PMIs; US futures are modestly mixed.
DXY attempts to recoup lost ground, EUR weighed on by PMIs, JPY hit by Ueda remarks.
BoJ Governor Ueda said if markets make abnormal moves, the BoJ stands ready to respond nimbly, such as through market operations, to smooth market moves.
Bunds bolstered by soft PMI metrics; Commodities are pressured by the firmer Dollar.
XAUUSD 4 HOUR CHART –  Tests support

XAUUSD so far fighting off retracement pressure by holding (just) below support at 2918 cited yesterday.
This leaves it consolidating within a 2917-2950/55 range with a lingering retracement risk unless the upper end is taken out,
To repeat, betting on a retracement has been a losing bet and why I have been citing 2918 as the level hat needs to hold to contain the retrace risk
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