फिर गिरा Nifty, कोई Hope बची है? SIP-IPO का गन्दा खेल, Market को कैसे ऊप?
Nifty has convincingly broken 24,000 and closed at 23,635 — its lowest level in over six weeks. Crude near $100, IT stocks selling off on rate-hike fears, and the RBI withdrawing more than ₹6 lakh crore of excess liquidity are the reasons we have been discussing for weeks.But the last two days of selling are different. There is no panic. VIX has barely moved. Volumes are low. This is calculated selling, not fear — and there is a specific reason behind it that most people have completely missed.
Tomorrow, Wednesday 9 September, roughly 10 IPOs open for subscription on the same day, pulling close to ₹7,000 crore out of the market. Six mainboard issues open together — something that has not happened since October 1996. Institutions have to fund those subscriptions, and that money is coming out of existing portfolios right now.
Then we go deeper into the question that actually matters: why have Indian markets gone nowhere for two years despite record domestic inflows? The answer is supply. IPOs, OFS, QIPs and rights issues are all competing for the same fixed pool of money
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📊 KEY DATA POINTS IN THIS VIDEO
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▶Nifty closed at 23,635, down 114 points — lowest in over six weeks
▶10 IPOs open on 9 September, raising close to ₹7,000 crore
▶Six mainboard IPOs on one day — first time since October 1996
▶RBI withdrew more than ₹6 lakh crore of excess liquidity
▶IPO fundraising: ₹1.75 lakh crore in 2025 — best year by number of issues since 2000
▶OFS: ₹62,730 crore across 23 deals in 2026, an all-time high led by the LIC stake sale
▶QIP issues fell from 95 in 2024 to 35 in 2025, and are rebounding through 2026
▶Rights issues hit a 28-year high, more than doubling in 2025
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⏱️ TIMESTAMPS
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00:00 Nifty breaks 24,000 — what is going on
00:51 The broad reasons behind the fall
01:31 Crude near $100 and the IT sector selloff
01:48 FII data: sellers last week, net buyers in September
02:40 RBI withdraws over ₹6 lakh crore of excess liquidity
03:12 Why the last two days look different — no panic, flat VIX
03:40 10 IPOs hit the market tomorrow, 9 September
04:04 The last time this happened: October 1996
04:39 How underwriters guarantee an IPO succeeds
05:15 Where does the subscription money come from?
05:51 Can the market recover once listing is done?
06:09 Why so many IPOs on one day — SEBI's 30 September deadline
06:42 Why our markets have been flat for two years
07:10 The fixed pool of money problem
07:35 IPO, OFS, QIP and rights issues competing for the same pool
08:14 Why Midcap and Smallcap indices are at all-time highs
09:09 Four ways paper reaches the market — and what each one takes
10:03 The wealth transfer chain explained
10:32 The data: IPO, OFS, QIP and rights issue numbers
11:58 Supply absorption vs weak earnings and premium valuations
12:20 BullTrack Stock X-Ray
13:15 Market close: Nifty at 23,635
13:29 Volatility, VIX and Put-Call Ratio
14:18 Futures data and open interest build-up
15:02 FII shorts in the futures market
15:31 Nifty chart: head and shoulders pattern breakdown
16:02 Where the market goes from here
16:35 A warning for short sellers
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⚠️ SEBI DISCLAIMER & COMPLIANCE NOTE
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. This video is for educational and informational purposes only and does NOT constitute investment advice or a buy/sell recommendation. All data is from publicly available, named sources and has been independently verified.
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