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💡 Real-world case studies
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Nasdaq is down 12-13% from its peak, and FIIs have bought ₹49,487 crore of Indian shares in just eight sessions. The money is moving, but not into the same stocks as last time.
Ishmohit Arora of SOIC takes the market's temperature this Diwali: the US midterms and the AI trade, the "regime change" that hit India's solar and EPC stocks after the 2024 election, why foreign money is leaving South Korea and coming back to India, and the sectors where Mr. Market is already showing his hand. Plus, a Diwali wish from Anshu at the end.
Recorded in November 2026, after the US midterm elections.
Watch it with the charts on YouTube: https://www.youtube.com/@SOICfinance
SOIC membership (StockScans included): https://learn.soic.in
StockScans: https://stockscans.in
Coupon code: SOICSCANS
Diwali offer, 72 hours: coupon DIWALI17 on SOIC membership and StockScans
Chapters
00:00 Intro: market temperature this Diwali
00:37 What's happening with Nasdaq
01:55 Indian elections, themes changed
05:39 What's happening around the world
07:34 Foreign money is back
09:03 What to do: watch the rotation
11:31 SOIC membership
12:58 Where Mr. Market is showing his hand
14:52 In a nutshell
16:11 Happy Diwali from Anshu
For education only; not investment advice or a recommendation to buy or sell any security. Do your own research or consult a registered adviser before investing.
1 Nov 2026
We Studied Where the Next Big Opportunity in Power Could Be Hiding
Ishmohit Arora of SOIC walks Naman Chandak through the investment themes for the next market cycle, Diwali special: where this results season stands, the hot themes, the contra themes, and the ones he would stay away from.
What you'll hear
• Why stocks swing so hard around results, and what this results season is telling us
• Batteries and electrification: where the profit really sits in the value chain
• Healthcare and pharma: who the real CDMO and peptide players are
• Contra themes: from a 70 P/E to 15-20, and what the lead supply hit means for metal recyclers
• Capital goods, capital markets and niche exporters
• The themes he is not bullish on, and why "AI can be the challenge" for marketplaces
• AI in five layers: energy, chips, infrastructure, models and applications
Recorded on 30 October 2026: views can change after the US midterm elections (3 Nov).
With Ishmohit Arora and Naman Chandak, SOIC
This episode is the audio of our YouTube video; watch it on YouTube (@SOICfinance) to see the charts and data on screen.
SOIC membership (StockScans membership included): https://learn.soic.in
Coupon code SOICSCANS: a discount on SOIC membership.
StockScans: https://stockscans.in
Timestamps
0:00 Ishmohit and Naman: the podcast begins
0:29 How is this results season going?
3:46 Why do stocks swing so hard around results?
11:21 Theme: batteries and electrification
12:21 Where is the profit in the battery value chain?
22:08 Theme: healthcare and pharma
25:30 CDMO and peptides: the real players
35:22 Theme: contra themes
39:12 Lead supply hit: what now for metal recyclers?
42:26 Theme: capital goods
52:39 Theme: capital markets
53:30 Theme: niche exporters
54:16 Themes Ishmohit is not bullish on
55:11 Theme: AI in five layers
1:00:12 To sum it up
1:01:54 Happy Diwali
Disclaimer: For education only; not investment advice or a recommendation to buy or sell any security. Do your own research or consult a registered adviser before investing.
25 Oct 2026
Why an AI Slowdown Could Be Good for Indian Stocks | Ritesh Jain
"US dollar will be just one currency. US bonds will be just one asset."
Ritesh Jain, founder of Pinetree Macro and former CIO of Tata Mutual Fund and BNP Paribas Mutual Fund, explains why the old rules of global investing are breaking, and why he believes India comes out a winner on the other side.
What you'll hear
• Why he calls the US "a one-trick pony, that of AI", and whether the AI bubble is deflating
• Why gold fell in the middle of a crisis, and what oil has to do with it
• What a long war and higher oil prices do to every other asset class
• Why India is "the best strategically placed country in the world"
• Why "your benchmarks do not have tomorrow's winners", and where the money may go next
• The themes for the next 5-10 years: electrification, healthcare and AI
• How to build your own macro thinking, and why AI won't do it for you
Host: Ishmohit Arora, SOIC
Recorded on 21 October 2026: some views may change after the US midterm elections.
This episode is the audio of our YouTube video; watch it on YouTube (@SOICfinance) to see the charts and news on screen.
Follow Ritesh Jain on X: @riteshmjn
SOIC membership (StockScans membership included): https://learn.soic.in
Coupon code SOICSCANS: a discount on SOIC membership.
StockScans: https://stockscans.in
Timestamps
0:00 Intro: the SOIC Podcast with Ritesh Jain
2:32 A protectionist US, yet US assets keep winning
7:21 Why old correlations are breaking
13:17 Is the AI bubble deflating?
18:06 Electrification after the data-centre boom
21:55 Self-reliance, while China cuts support
26:58 Think about the incentives of countries
29:00 SOIC membership: the medical devices webinar
30:52 Why did gold fall in a crisis?
39:49 What if the war drags on?
45:45 A modern-day cold war?
47:27 Where will the money go next?
51:12 Will AI make healthcare the big winner?
54:13 Themes for the next 5-10 years
56:43 How to build your macro thinking
Disclaimer: For education only; not investment advice or a recommendation to buy or sell any security. Do your own research or consult a registered adviser before investing.
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