Your Master Voice 4 September 2026
Your Masters Voice……….. We were reviewing CNI performance over last 16 years and we were pleased to know that we covered more than 150 companies in CNI universe and the average CAGR growth was higher than 30% which means CNI has beat the street and funds by margin. This has helped CNI members to create massive wealth over last 15 years. There is sometimes we cannot write detailed report for sharing FPI through our channel partners which we come out with well researched... Read More
Posted On Sep-04,2026 / Categories : Special Features
Your Master Voice 28 August 2026
Your Masters Voice…………. Today we just want to post the summary of market trend reported in media after fantastic Q1 number. Now up to you to decide what you like as sometimes you do not love home food but would like to step out for outside food. We are doing this summarily for you. It is not our views though could look like hence we are also posting the source also so that you can appreciate it. Q1 FY27 (April–June 2026) has... Read More
Posted On Aug-28,2026 / Categories : Special Features
Your Master Voice 21 August 2026
Your Masters Voice………….. Why US Iran will be largely defied by the global markets. The US "lost" Iran primarily through the structural blowback of the 1953 CIA-backed coup, the ensuing 1979 Islamic Revolution, and decades of miscalculated containment strategies that drove Tehran into a resilient axis of asymmetric deterrence and Eastern economic integration. Global markets now largely defy US-Iran military escalation because of structural adaptation:... Read More
Posted On Aug-21,2026 / Categories : Special Features
Your Master Voice 14 August 2026
Your Masters Voice………. CNI proved right in predicting OIL, Nikkei, Dow and Kospi indices movement. It has proved right even in Nifty, earnings and GDP estimates. What more do you expect from the smallest fish of the pond that is CNI? CNI is small but best in micro-cap stock finding. Our last 25 years record bringing to fore more than 100 150 multi baggers proves our credibility. One stock have changed lives of many investors whether it was JAMNA Auto, Cera, VIP, Shivalik,... Read More
Posted On Aug-14,2026 / Categories : Special Features
Your Master Voice 7 August 2026
Your Masters Voice………………… CNI has been maintaining all along that F and O is a drag and we should learn why we should stay away from F and O. We have established time and again the volatility is created to pocket over Rs 50000 crs in options in every settlement. There is no way that this could be authenticated though we have given glimpses of recompilation how such amount is built up on expiry settlement. But what is available in public domain... Read More
Posted On Aug-07,2026 / Categories : Special Features
Your Masters Voice dated 31stJuly 26
Your Masters Voice Nikkei down 15% and Kospi down 35% and this was inevitable as AI and semiconductor stories will be useless without numbers. Money is going out of these markets. Again this is a standard practice of distribution. That is first take the index to unprecedented level, circulate stories in media and then sell till 15 to 35% lower then only the exit happen. Same thing happened in 2024 in India where Nifty was pulled to 26300 before distributing. The moot question was earnings... Read More
Posted On Jul-31,2026 / Categories : Special Features
Your Master Voice 23 July 2026
Your Masters Voice…… Many are still negative on India though they are not ready to exit India. First we see why are they negative then we cross examine whether it should be the case of remaining negative or should try to see optimism takes birth from these extreme negativity. India has completely misread the biggest economic shift of the last decade. Unfortunately the Government of India has failed. Not marginally. Not partially. It has failed in a big way. For years we have... Read More
Posted On Jul-23,2026 / Categories : Special Features
Your Master Voice 17 July 2026
Your Masters Voice………. Markets are divided in old economy and new economy stocks where many FPI have investing cult in new economy rather that old or traditional economy stocks. Investing in new sectors rather than traditional ones offers the potential for faster growth. New sectors solve modern problems using fresh technology. Traditional sectors are safe and pay dividends, but they grow slowly. Emerging industries give early investors a chance to multiply... Read More
Posted On Jul-17,2026 / Categories : Special Features
Your Master Voice 10 July 2026
Your Masters Voice……………… India will be energy surplus in next few years and apart from hydro and renewables hydrogen and nuclear are the gateway to succeed in energy. Currently there is high demand for solar and renewable energy which we feel getting hyped and the scenario is rapidly towards hydrogen and nuclear. Why hydrogen as even maize can be used for Creating hydrogen and research is getting successful. Why nuclear as it Create massive energy at... Read More
Posted On Jul-10,2026 / Categories : Special Features
Your Master Voice 3 July 2026
Your Masters Voice…………….. We need to assess what is that happening which is making FPI sell and also stay away from Indian markets even though India is outstanding in terms of numbers globally. And how the same could be corrected even though Govt is not going accept our suggestions for sure. The narrative of "Atmanirbhar Bharat" (Self-Reliant India) and economic sovereignty often tempts developing economies to shield their markets from the whims... Read More
Posted On Jul-03,2026 / Categories : Special Features
Your Master Voice 25 June 2026
Your Masters Voice…………….. There is a specific pattern of concentration irrespective of the country their growth and the MSCI weightage hence we have been discussing JAPAN, Korea, Taiwan and India again and again. As on June 2026 Korea + Taiwan have 43% of EM index even though population of these 2 countries in just 1% of the world population and 2.5% of world GDP (PPP basis). Whereas India + China now 35% of EM index and... Read More
Posted On Jun-25,2026 / Categories : Special Features
Your Master Voice 19 June 2026
Your Masters Voice……………… Oil crashed When OIL was trading at 115 $ CNI clearly said that 120 crossing is difficult and US is playing rounds of OIL as they do every 2 years and this week Oil crashed to 74 $ after the deal is announced. Yet the importance of OIL will not get over and if India ignores this again the they will have to pay the cost of 2.25 lac Crs every time. India is the third-largest consumer of crude oil globally, and the... Read More
Posted On Jun-19,2026 / Categories : Special Features
Your Master Voice 12 June 2026
Your Masters Voice………….. The record-breaking Nikkei 225 rally does not automatically indicate a booming domestic Japanese economy, as there is a notable disconnect between booming stock prices and everyday economic realities. While the benchmark index crossed historic thresholds like 68,000 in June 2026, this surge is primarily driven by specific corporate reforms, currency mechanics, and global tech trends rather than standard domestic growth. The Domestic Reality... Read More
Posted On Jun-12,2026 / Categories : Special Features
Your Master Voice 5 June 2026.......
Your Masters Voice…………….. MSCI rebalancing is always a fix match. Date get announced 30 days before and on date love arrangements are made. Yesterday FPI sell figure was just Rs 4000 Crs buy FPI gross sales were Rs 21000 Crs that is 2.5 bn $ net. Last 30 days front running happens and, on this day, only transfers happen because Indian markets do not have that much depth. It can absorb max a 500 to 800 mn $ in a day. 11.66 bn $ sales in a single day gross is... Read More
Posted On Jun-05,2026 / Categories : Special Features
Your Master Voice 29 May 2026
Your Masters Voice………………. Oil demand destruction is a rapid, non-reversible drop in global oil consumption caused by severe supply shocks and spiking prices. Triggered by the historic blockage of the Strait of Hormuz, the market is facing a staggering 10 to 13 million barrel-per-day supply loss, forcing economies to aggressively throttle usage. Around 20% of global energy supplies transited the Strait of Hormuz before the war, and the conflict has... Read More
Posted On May-29,2026 / Categories : Special Features
Your Master Voice 22 May 2026
YOUR MASTERS VOICE …………………….. The Hard Reality of Investor Sentiment During extreme global uncertainty, investor sentiment defaults to fear and panic selling, driven by loss aversion. Brokers, acting as intermediaries, experience intense pressure managing clients' emotional biases while facing their own business risks. Understanding these dynamics highlights the hard reality of how markets actually function under stress. During extreme... Read More
Posted On May-22,2026 / Categories : Special Features
Your Master Voice 15 May 2026
Posted On May-15,2026 / Categories : Special Features
Your Master Voice 8 May 2026
Your Masters Voice ……………… War is not yet over and may not be over easily putting pressure on oil for short term though oil demand destruction, alternative routes, alternative supplies due to very high oil prices have made certain that sooner than later oil will crash big time. The main issue of this war is destruction of both sides and both have lost war as explained earlier. US failed to Iran oil control and IRAN stubbornly responded to Israel and US... Read More
Posted On May-08,2026 / Categories : Special Features
Your Master Voice 30 April 2026
Your Masters Voice………… Expiry was on dot and stocks were on the skies what more you could have expected in April even WAR dust is not settled. We are now not focusing on WAR and OIL as we leave it to intelligent people like you or the Govt who is capable to handle the situation seamlessly which they did it 4 times details which you can find in our earlier reports. Tata CHEMICALS will remain in action till 12th June and we at CNI want... Read More
Posted On Apr-30,2026 / Categories : Special Features
Your Master Voice 24 April 2026
Your Masters Voice………………… As expected market started neglecting WAR news globally and in India. As of the close of trading on April 22, 2026, the Nikkei 225 index is trading in record-setting territory, having recently established a new all-time high. The Nikkei 225 rose to a new record of 59,691 though JAPAN is most affected country to OIL. The index has been performing extremely strongly in 2026, surpassing its previous... Read More
Posted On Apr-24,2026 / Categories : Special Features
Your Master Voice 16 April 2026
Your Masters Voice………… USA lost the WAR means Petrodollar will collapse A scenario where the US "loses" a war with Iran —defined as failing to control the Strait of Hormuz, failing to stop Iran’s nuclear program, and being forced to withdraw under adverse conditions—would likely trigger profound, accelerated shifts in global finance. This indicate this could mark the beginning of the end for the 52-year-old petrodollar system. A US defeat... Read More
Posted On Apr-16,2026 / Categories : Special Features
Your Master Voice 10 April 2026
Your Masters Voice…………. War dust is settling with tons of destruction. We have shared very vital information related to WAR such as post was rallies, oil behavior, Govt actions, probable QE and also quantum of destruction which much have helped you by and large. What is important is to know that which way markets are likely to move post WAR. There is consensus that markets do rally post WAR but we have all champions who would like to time the market. Before... Read More
Posted On Apr-10,2026 / Categories : Special Features
Your Master Voice 2 April 2026
Your Master Voice…………….. Warren Buffet is the biggest follower of market cap to gdp ratio hence we this time chose to discuss the same which will help CNI members to understand where the current valuations stand. Berkshire Hathaway has not started aggressively spending its cash; instead, it reached a record high of over $381 billion by late 2025, with $373 billion remaining as of early 2026. While Berkshire has been a net seller of equities and... Read More
Posted On Apr-02,2026 / Categories : Special Features
Your Master Voice 27 March 2026
Your Masters Voice………….. As of March 27, 2026, the view on Indian markets is one of cautious recovery following a period of high volatility and sharp corrections. While the long-term structural growth story remains strong with projected GDP growth of 6.8%–7.2% for FY27, near-term sentiment is heavily influenced by global headwinds and institutional "tug-of-war" between foreign selling and domestic buying. Foreign Institutional... Read More
Posted On Mar-27,2026 / Categories : Special Features
Your Master Voice 20 March 2026
Your Masters Voice ……………….. Nifty after recovering 1000 points in first three days of the week fell by 700 points in one single day for IRAN ISREAL targeting each other’s oil reserves but more that for HDFC bank Chairman giving statement. CNI always maintained that even if you trade or invest in A gr and large caps 5 sectors which are 72% owned by FPI will always be on radar of selling and they are IT, Financials, FMCG, Oil and Gas and... Read More
Posted On Mar-20,2026 / Categories : Special Features
Your Master Voice 13 March 2026
Your Masters Voice We mentioned platinum last week and when it was trading at Rs 55000 and today it became Rs 67000 and the rally has just begun. We hold platinum target at Rs 200000 in next 2 years which means 300% rally going forward. We do not occasion to repeat our commodity targets as we have no expertise in commodity nor have any interest either in broking or otherwise. Platinum prices have surged past $2,300 an ounce for the first time, driven... Read More
Posted On Mar-13,2026 / Categories : Special Features
Exclusive views on OIL
OIL rise will not sustain A 2023 analysis by the European Central Bank suggested that inflation in Europe could rise by 0.8 points if a third of oil and gas supplies passing through the strait of Hormuz were disrupted. In the current situation, almost all shipping traffic through the strait has been halted. The price of consumer goods could also be affected by the disruptions. Shipping costs have already increased for containerized shipments to the region, with major... Read More
Posted On Mar-07,2026 / Categories : Special Features
Your Master Voice 6 March 2026
Your Masters Voice……….. War always affect sentiments and creates volatility and panic among investors but to our mind it creates opportunity as post WAR markets always rise as seen in last 100 years history. We try to through light on why markets get affected during WAR and why rise post War in detail which may help build your confidence and help buy in dips. Facts Global conflicts, such as Russia's invasion of Ukraine and recurring... Read More
Posted On Mar-06,2026 / Categories : Special Features
Your Master Voice 27 February 2026
Your Masters Voice…………… Why A gr shares are not performing and why investors getting trapped in A gr shares. CNI though always advocate on wealth creation through micro caps small caps and midcaps and A gr is for only traders who want to satisfy their trading ego. On the one hand SEBI has been continuously advocating that F and O is dangerous and investors are losing money in F and O, intermediaries does not want to lose business for... Read More
Posted On Feb-27,2026 / Categories : Special Features
Your Master Voice 20 February 2026
Your Masters Voice………………… Nikkei role model for splash rally As the Nikkei 225 surged toward the 58,015 peak in February 2026, its valuation underwent a significant "re-rating." The Price-to-Earnings (P/E) ratio enlarged from roughly 14–16x in 2024 to approximately 23x–24x by February 2026. For decades, the Nikkei traded at a "deflation discount," with a historical average P/E of around 18x. As the index... Read More
Posted On Feb-20,2026 / Categories : Special Features