The only thing more unpredictable than the markets this week was my internet connection during earnings calls—blame it on volatility (and maybe a few power cuts).
Markets went up. Promoters sold down. Retail investors frantically Googled "what is NPA" while tweeting Buffett quotes.
Welcome to another week where absolutely nothing makes sense, and somehow everything does.
🎯 The Score Board - 2025-11-10 - 2025 - 11 - 14
Index Name | Week Start | Current Value | Change | Change (%) |
Sensex | 83216.28 | 84562.78 | 1346.5 | ▲ 1.61% |
Nifty 50 | 25492.3 | 25910.05 | 417.75 | ▲ 1.64% |
Bank Nifty | 57876.8 | 58517.55 | 640.75 | ▲ 1.11% |
📣 THE MAIN EVENT (THIS WEEK: Bajaj Finance’s Reality Check)
So Bajaj Finance delivered a double dose of reality, cutting its asset growth guidance just as investors were bragging about their “sure shot” NBFC picks at Diwali parties. Market reaction? More dramatic than a Bigg Boss eviction—stock down over 7%, and suddenly everyone’s a bank analyst.
Why it matters: Bajaj Finance’s shift has investors questioning how much loan growth is too much, and if rising NPAs are the new viral trend (spoiler: not as fun as making reels). Consumer leverage is the latest villain, and even stable YoY profits couldn’t sweeten the story. For thrill-seekers: auto, IT, and metals tried to pull the market up while NBFCs and pharma pouted in a corner.
Investor impact? If you managed to dodge the volatility, treat yourself. If not, remember: what goes down may come up...eventually!!
💰 ACTION ZONE – What We’re Watching
Stock to watch: Tata Motors (demerger buzz, EV dreams, and all…watch for the twist!)
Sector heating up: Auto tech (because apparently, merger talks get more attention than wedding invitations)
Policy tweaks? Sector rotations? It’s like musical chairs but with more spreadsheets and fewer snacks.
[Track these? Ignore them? Either way, FOMO is real.]
🚀 IPO CORNER
• Groww: +20% since listing. Allottees living up to the company name.
• PhysicsWallah: Allotments finalized. Retail investors suddenly very religious.
• Grey market: Suspiciously quiet (calm before the storm or storm already passed?)
Should you care? Only if you enjoy watching other people make money!!!
💀 HALL OF SHAME 🔻
Paytm : -18% (RBI sent a “Try Again Later” notification)
Zomato : -12% (Promoters finally found the sell button—after three years)
🤔 RANDOM MARKET THOUGHT
Funny how retail investors become Warren Buffett disciples the moment their favorite NBFC dips 5%. Same people were Googling "what is NPA" three months ago.
The duality of man: long-term investor on green days, panic seller on red days.
📢 THAT’S ALL FOLKS
Markets open Monday. Your portfolio? That’s future-you’s headache.
📩 Forward to a friend who’s still arguing crypto isn’t dead.
💬 Reply: What’s on your radar? Wackiest answer features in Saturday’s BakeWake.
Jai Hind,
BakeWake
[Disclaimer: This is not financial advice. Do your own research. We're just here for the memes.]