We still don\u2019t know if these tariffs will be eased, rolled back, or made more punitive for India.<\/p>\n
But here\u2019s the thing\u2014waiting and watching rarely works well in investing.<\/p>\n
Instead of second-guessing Trump, a far better approach is to look for businesses that remain resilient: Companies with robust supply chains and reliable<\/a> access to end markets. I recently shared three such tariff-proof stocks <\/a>that should be on your watchlist.<\/p>\n Now, let me bring your attention to something equally intriguing\u2014and much closer to home.<\/p>\n While scrolling through my news feed, a headline in The Hindu Business Line caught my eye: Promoter holding in listed Indian companies has dipped to an eight-year low of 40.58%, after a \u20b954,700 crore net share sale in the June quarter (source: Primeinfobase).<\/p>\n And it\u2019s not just promoters. Even foreign institutional investors (FIIs) <\/a>have turned net sellers in July.<\/p>\n So, who\u2019s stepping in?<\/p>\n Domestic mutual funds, flush with liquidity, are aggressively buying\u2014fuelled by retail investor inflows and the broader trend of financialization.<\/p>\n This rising demand has sparked healthy QIP activity. For companies, that means access to growth capital and a cleaner balance sheet. But for investors, it also means equity dilution.<\/p>\n So where does that leave us?<\/p>\n In a nutshell, the macro picture is cloudy. We\u2019re seeing insiders promoters selling into an overvalued market, while public shareholding is rising via mutual funds and retail money.<\/p>\n It\u2019s a setup that warrants caution, not complacency.<\/p>\n While analysts gear up for earnings season, don\u2019t be surprised if forecasts turn out wildly off\u2014especially in a world shaped by shifting geopolitical winds.<\/p>\n In times like these, it pays to do what the best investors do: Focus on signals, not noise.<\/p>\n And few signals are as powerful as promoter buying\u2014especially when it goes against the tide.<\/p>\n While promoter holding across India Inc. is trending lower, some promoters are quietly buying from the open market\u2014a strong show of conviction in their own businesses.<\/p>\n These transactions aren\u2019t just numbers on a screen. Behind them are people with skin in the game, betting on the upside they see before the rest of the world catches on.<\/p>\n As always, I believe this kind of on-ground signal is worth far more than any headline or analyst projection.<\/p>\n Stocks worth watching<\/p>\n So, let\u2019s take a closer look at a few such India-focused companies that can dodge tariff hits and where promoters are going against the trend, increasing their stake while others sell.<\/p>\n The first is Arkade Developers<\/a>, <\/a>a real estate development company focused on the premium and luxury segment.<\/p>\n Its notable developments include entry into the high-potential Thane micro-market and the acquisition of Filmistan Pvt. Ltd. It has also announced its maiden dividend.<\/p>\n It operates on an asset-light model with margins over 30%, return ratio over 30%, with zero net debt on the balance sheet, a focus on cash flows and internal rate of return. The company claims a quick turnaround \u2014well before RERA deadlines.<\/p>\n Pre-sales is a good leading indicator for the future prospects. For the quarter ended June 2025, its pre-sales have been the highest for the first quarter, growing at 17.1% year-on-year and collections are up 41.8% on-year.<\/p>\n What\u2019s more, the promoters have forgone their dividends to enhance shareholder value. From \u20b9680 crore in top line, the company has a five-year goal of reaching \u20b910,000 crore top line, with 2026-27 as an inflexion year.<\/p>\n Margin pressure amid competition is the risk to watch out for.<\/p>\n The stock has seen insider buying in the recent months\u2014 \u20b91.8 crore worth of stocks were bought by the promoters at \u20b9180. At the current price, the stock is trading at \u20b9191, at just 6% premium.<\/p>\n As a domestic focused company, the company also qualifies to be tariff-proof and deserves to be on your watchlist.<\/p>\n The second India-focused business is DB Corp<\/a> (Dainik Bhaskar). As a leading newspaper, it earns income from circulation and advertisement revenue. Apart from print media, it\u2019s focusing on digital user growth and on its radio business.<\/p>\n With the election base issue now behind it in the first quarter, the management expects core ad categories and digital to drive growth in the coming quarters.<\/p>\n The promoters have said they believe in the future of the company very strongly. The return ratios are healthy and the debt is negligible. The stock also has a dividend yield of 4.4%.<\/p>\n The stock has seen promoter buying worth \u20b93.3 crore, at an average price of \u20b9271. In fact<\/a>, this trend of insider buying has been going on since May.<\/p>\n It\u2019s trading at a similar level of \u20b9272 and deserves to be on your watchlist.<\/p>\n