Money Plan Investment Talks
97 subscribers
49.7K photos
25 videos
33 files
43.8K links
FREE EDUCATIONAL GROUP ON TELEGRAM
This group is one stop solution for all Financial Products & Stock Market related knowledge.
Open Up, Interact & get to know all you want.
Join Here & feel the difference.
Download Telegram
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | PayTM Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi maintains 'Buy' ratings on Paytm with a target price of โ‚น 1,375.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Dixon Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Morgan Stanley maintains 'Underweight' ratings on Dixon with target price of โ‚น 8,157.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Delhivery Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ JP Morgan maintains 'Overweight' ratings on Delhivery with a target price of โ‚น 600.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Buybacks ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CLSA on Buyback |
This could incentivize IT service companies to undertake share buybacks.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Banks ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CLSA Views on Banks
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Life Insurers ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Morgan Stanley on life insurers |
Budget relief boosts near-term outlook
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Bajaj Auto Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Bernstein
stays bullish on Bajaj Auto, raises target price to โ‚น 11,500.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | ACC Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi
downgrades ACC to Neutral, cuts target price to โ‚น 1,755 post merger alignment.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Auto Sector ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi
reiterates Maruti, M&M & Hyundai as top auto picks after January sales trends.
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Jindal Steel Ltd. ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi
stays bearish on Jindal Steel, cuts target price to โ‚น 785
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Capital Goods ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ Citi on Capital Goods |
Capex growth re-accelerates across key ministries. Rail, Road, Defence capex growth improves vs FY26 trend. Medium-term positives: High-speed rail & DFC announcements, data centre ecosystem push & manufacturing scale-up in electronics, industrials
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Real Estate ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ CLSA on Real Estate |
Data Centre & GCC push offsets MAT concerns, #Tax holiday till 2047 for foreign data centre companies supportive. Top picks are DLF, EmbassyREIT
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Brokerages Views on Various Sectors & Stocks | Defence Estate ๐ŸŸข (Positive Outlook)
๐Ÿ‘‰๐Ÿฟ GoldmanSachs on Defence |
Overall defence budget up 7% YoY at โ‚น 7.85 Lakh Cr, ahead of estimates of โ‚น 7.75 Lakh Cr. Other equipment like missiles, ammo, radar, electronics up 62% YoY to โ‚น 82,200 Cr, key highlight. Stock implications on Direct beneficiaries: Solar Industries, BEL, Bharat Dynamics.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | Neelkanth Mishra of Axis Capitals
Talks
๐Ÿ“ข Budget was predictable, no wasteful spending, & quality of expenditure continues to be important; the challenge I see is more on the deficit financing front', says Neelkanth Mishra of Axis Capital. Govtโ€™s 10-year Bond Yield should be 6%, RBI & GoI will have to address this, he further adds.
@t.me/MonePlan : Stock Markets & Investment Updates with MonePlan :
Market Experts Views & Voices | S Naren of ICICI Pru AMC
Talks
๐Ÿ“ข 'While the market is fixated on STT Hike, everything else in the Budget was fantastic; on a long-term basis, India represents one of the best structural stories', says S Naren of ICICI Pru AMC. Would say Silver & Gold have broadly topped out, though the exact peak is hard to determine, he further adds
t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
"Financial Morning Thought to Start the Fresh New Trading Day"
S๐—บ๐—ฎ๐—ฟ๐˜ ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ถ๐—ป๐—ด ๐—ฆ๐˜๐—ฎ๐—ฟ๐˜๐˜€ ๐—ก๐—ผ๐˜„ โ€“ ๐—ข๐—ฝ๐—ฒ๐—ป ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—”/๐—ฐ ๐—ง๐—ผ๐—ฑ๐—ฎ๐˜†!
Dear All | Stock markets are moving up & showing signs of recoveryโ€”this is the perfect time to start your trading account & invest at lower valuations for long-term gains.

Donโ€™t miss this opportunity to position yourself ahead of the uptrend. Letโ€™s get started today!

Contact us now to open your account & make the most of the market recovery.

Best Regards,
๐—ฅ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต ๐—ก๐—ฎ๐—ถ๐—ฟ @ ๐— ๐—ผ๐—ป๐—ฒ๐—ฃ๐—น๐—ฎ๐—ป ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—ผ๐—ฟ๐˜†
๐— ๐—ผ๐—ฏ. ๐Ÿณ๐Ÿฑ๐Ÿฌ๐Ÿฒ๐Ÿฎ๐Ÿฒ๐Ÿฑ๐Ÿฏ๐Ÿฒ๐Ÿฑ | ๐—˜๐— ๐—ฎ๐—ถ๐—น ๐—ฟ๐—ฎ๐—ท๐—ฒ๐˜€๐—ต๐—ป๐—ฎ๐—ถ๐—ฟ๐Ÿณ๐Ÿฎ@๐—ด๐—บ๐—ฎ๐—ถ๐—น.๐—ฐ๐—ผ๐—บ
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
GIFT Nifty Morning Opening Updates |
GIFT Nifty indicates a gap-up start for the Indian market, trading at a premium of nearly 800 points after India-US agree to trade deal. Textiles stocks to be in Focus in Trade Today.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
FII's Vs DII's Daily Activity Track for 2nd February 2026 | In Equities, FNO & Futures Segment

โœ”๏ธ As of February 2, 2026, Foreign Institutional Investors (FII's) have been Net Sellers of Indian equities worth โ‚น 1.32 Lakh Crore so far in the year.
โœ”๏ธ This reflects a sustained outflow trend, with FII's continuing to offload shares despite positive domestic economic indicators. The selling has been particularly pronounced in February, with FII Net Sales reaching โ‚น 34,574 Crore for the month, according to data from the Economic Times. This marks one of the most significant monthly outflows in recent years, driven by factors such as elevated valuations, global uncertainty, rising US bond yields & concerns over corporate earnings growth.

โœ”๏ธ In contrast, Domestic Institutional Investors (DII's) have been Net Buyers, accumulating shares worth โ‚น 1.38 Lakh Crore during the same period, providing a stabilizing influence on the market.
@t.me/MonePlan : Morning Stock Markets & Investments Updates with MonePlan :
US Markets Closing Updates | ๐Ÿ”ฐ Mixed Signals from Global Markets

๐Ÿ‡บ๐Ÿ‡ธ All-round rise in American markets
๐Ÿ‡บ๐Ÿ‡ธ Break on the 3-day fall of the S&P 500
๐Ÿ‡บ๐Ÿ‡ธ Dow on a week's upper, 725 point recovery from day low, close above 49,400
๐Ÿ‡บ๐Ÿ‡ธ Announcement of India-US trade deal
@t.me/MonePlan : Morning Stock Markets & Investment Updates with MonePlan :
Asian Markets Morning Opening Updates |
Asian markets trade Higher in Morning Trade.
โ–ช๏ธAsian Markets showed strength amid global recovery, with the MSCI Asia Pacific Index rising over 1.5%, led by technology stocks.
โ–ช๏ธSouth Koreaโ€™s markets rebounded after a 5.3% drop on Monday, while broader regional sentiment improved following sharp swings in Gold & Silver prices.
โ–ช๏ธJapan's Nikkei 225 surged as much as 3%, while the Topix index added 2.34%.
โ–ช๏ธSouth Korea's Kospi jumped over 5%, triggering a buy-side circuit breaker that temporarily halted trading. The Small-cap Kosdaq rose 2.59%.
โ–ช๏ธHong Kong's Hang Seng Index advanced 0.48% & mainland China's CSI 300 rose 0.75%.
โ–ช๏ธAustralia's S&P/ASX 200 climbed 1.3%, supported by expectations of a rate hike from the Reserve Bank of Australia.
โ–ช๏ธThe rebound followed recent volatility in gold and silver, which saw strong recovery in early trading, with Gold up 2.7% & Silver gaining 4%