DATE25 Jun
Morning brief · Monday, 29 June 2026
BNP Paribas bets ₹30 crore on Bansal Wire in block deal
Week ahead
Indian markets eked out minor gains to close a listless session, as strength in Maruti and major private and state-owned banks counteracted a sell-off in the information technology space. The benchmark Nifty and Sensex indices both rose just 0.14 percent, weighed down by notable declines in Infosys, Bharti Airtel, and Bajaj Finance.
From the investor's mind
One post worth your time, explained

@deepakshenoy · on X
Deepak Shenoy observes that India's significant need for robotics stems not from population decline, but from upward mobility among its workforce. Factories face challenges such as political issues, worker holiday schedules, and workplace safety violations when overly reliant on manual labor. Shenoy suggests that this environment necessitates greater adoption of automation to ensure smoother operations and address the structural shift in labor dynamics.
Word in the street
What the wider market is buzzing about
Investor Psychology and Behaviour Patterns: how many versions of yourself has the market created?
The most discussed theme this week was not a single company, but the investor’s own journey. The chatter revolved around a simple question: does experience in the markets lead to wisdom, or just confidence? Many investors shared how they evolved, moving from scattered approaches to more concentrated, quality-focused portfolios. They spoke of building systems and checklists, trying to make their process more mechanical to guard against emotional decisions. Still, the tension remains. For all the frameworks and rules, the state of mind when buying or selling can still hold sway. The debate ultimately centers on whether an investor can truly systematize their way to better returns.
Yesterday's big moves
Bansal Wire Industries LimitedNew PositionBlock Deal
₹354Past year ▼ 9%M.cap ₹5,234 Cr
Invesco Mutual Fund
Emcure Pharmaceuticals LimitedNew PositionBlock Deal
₹1,831Past year ▲ 43%M.cap ₹35,054 Cr
Aditya Birla Sun Life Mutual Fund
Bansal Wire Industries LimitedNew PositionBlock Deal
₹354Past year ▼ 9%M.cap ₹5,234 Cr
BNP Paribas
Dalmia Bharat LimitedIncreasedSAST
₹1,709Past year ▼ 22%M.cap ₹31,905 Cr
Rama Investment COmpany Private Limited
Karnika IndustriNew PositionSAST
₹127Past year ▼ 80%M.cap ₹806 Cr
Karnika Industries promoters
“Respect the market. Have an open mind. Know what to stake. Know how to take a loss.”
Rakesh Jhunjhunwala
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