BazaarBaazi https://bazaarbaazi.com Long-form analysis and signed editorial verdicts on Indian markets. Four desks: PSU and defence, F&O options flow, IPO and GMP, smallcap and SME. en-IN © 2026 BazaarBaazi Mon, 04 May 2026 04:11:44 GMT BazaarBaazi launch day: signed verdicts on India's markets https://bazaarbaazi.com/psu/2026-05-04-bazaarbaazi-launch-day/ https://bazaarbaazi.com/psu/2026-05-04-bazaarbaazi-launch-day/ Tue, 05 May 2026 01:30:00 GMT Aditya Sharma PSU and defence The publication you are reading is built on one rule. Every story has a named editor of record, a public correction trail, and a verdict the reader can hold us to. The Smallcap-250 premium just hit 1.55x of Nifty. The last three times that printed, the basket bled 18 to 34 percent. https://bazaarbaazi.com/smallcap/2026-05-04-smallcap-250-pe-premium-cycle-frame/ https://bazaarbaazi.com/smallcap/2026-05-04-smallcap-250-pe-premium-cycle-frame/ Mon, 04 May 2026 04:03:35 GMT Aditya Sharma Smallcap and SME The flow surge, pledge creep, and 2.4x relative-strength stretch are all firing together at the 92nd-percentile PE premium for the first time since September 2024, making this a book-sizing call, not a cycle verdict. Norges, GIC and ADIA take 40 percent of GoFirst Logistics' anchor pot https://bazaarbaazi.com/ipo/2026-05-04-gofirst-logistics-820-crore-anchor-book-breakdown/ https://bazaarbaazi.com/ipo/2026-05-04-gofirst-logistics-820-crore-anchor-book-breakdown/ Sun, 03 May 2026 22:34:15 GMT Aditya Sharma IPO and GMP The QIB book was covered 86 times and the GMP faded from ₹38 to ₹22 by close, but the real signal sits in the 38-name anchor sheet that nobody outside the BRLM rooms is reading line by line. 1.2 crore PE lots at 24,800 have held seven of nine monthly expiries https://bazaarbaazi.com/fno/2026-05-04-nifty-24800-puts-pe-writing-strength/ https://bazaarbaazi.com/fno/2026-05-04-nifty-24800-puts-pe-writing-strength/ Sun, 03 May 2026 22:34:15 GMT Aditya Sharma Futures and options Nine-day RSI at 41 says heavy, but the strike-PCR at 24,800 is more than double the index reading, and that gap is where the next two weeks of price action gets decided. Behind the 320 percent defence-PSU rally, a ₹6 lakh crore order book quietly compounded https://bazaarbaazi.com/psu/2026-05-04-defence-psu-rally-18-month-read/ https://bazaarbaazi.com/psu/2026-05-04-defence-psu-rally-18-month-read/ Sun, 03 May 2026 22:34:15 GMT Aditya Sharma PSU and defence The lazy read calls it a geopolitics premium, while the order-book disclosures say the cohort is working off a multi-year procurement plan that the price action is only now catching up to.