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MIDWEEK TREND WATCH | उत्तर भारत मंडियों की मध्य-सप्ताह रिपोर्ट Data Window / डेटा अवधि: Mon 11 Aug – Wed 13 Aug 2025

 

Quick Heatmap / त्वरित हीटमैप

Legend / संकेत: ▲ Up/मज़बूत | ▼ Down/कमज़ोर | → Steady/स्थिर | ⚠ Volatile/अस्थिर

Commodity / वस्तु Key Mandis / प्रमुख मंडी Trend (Mon–Wed) / रुझान Volatility / अस्थिरता Comment / टिप्पणी
Wheat (MP/Delhi line) Delhi-Narela, Karnal, Khanna Low MSP sentiment steady; mill demand routine
Paddy/Raw Rice Kaithal, Narela, Bareilly Low–Med Old crop discounts persist; quality-led spreads
Maize Khanna, Bareilly, Narela Low–Med Feed demand supportive; arrivals patchy
Bajra Jaipur, Alwar, Hapur Low New crop watch; steady trades
Chana (Gram) Bikaner, Jaipur, Delhi → / ▲ Low–Med Retail pull aids firm tone in select grades
Tur/Arhar Kanpur, Lucknow Med Imported parity & retail lift
Moong Jaipur, Kota Med Quality sensitive; wide spreads
Masur (Lentil) Delhi, Kanpur → / ▼ Low–Med Range-bound; weak undertone in average lots
Mustard (SARSON) Bharatpur, Alwar, Sri Ganganagar Low Crushers active; oil & cake steady-firm
Groundnut (Kharif) Bikaner, Sikar Low Limited fresh cues midweek
Coriander (Dhania) Kota–Ramganj, Jaipur ⚠ ▲/▼ High Sharp grade-wise moves; watch carry spreads
Mentha Oil Sambhal, Chandausi, Barabanki ⚠ →/▲ High Intraday spikes; low liquidity pockets
Onion Azadpur, Alwar, Chandigarh Med Rain-hit arrivals; quality premium widening
Potato Azadpur, Agra, Chandigarh Med Storage stocks adequate; grade spreads wider
Tomato Azadpur, Chandigarh, Muhana-Jaipur ⚠ ▲/▼ Very High Weather-led swings; time entries carefully

Volatility Alerts / अस्थिरता अलर्ट

  • Tomato (Azadpur/Chandigarh/Muhana): Very high intraday swings; arrivals disrupted by showers. Strategy: Use smaller lots, stagger orders; avoid chasing spikes.
  • Mentha Oil (Sambhal/Chandausi): High speculative activity; thin depth. Strategy: Strict SLs; prefer options/hedged exposure where available.
  • Coriander (Kota-Ramganj): Grade-led two-way moves; carry spreads moved sharply. Strategy: Focus on quality arbitrage; avoid low-clarity bids.


Weather Watch / मौसम निगरानी

  • Monsoon update (उत्तर भारत): Intermittent moderate rains across Delhi-NCR, West UP, East Rajasthan.
  • Operational impact:

    • Arrivals: Delays in morning inflows (perishables); moisture complaints in leafy/soft veg.
    • Quality: Wider A/B/C grade spreads for onion, potato; sorting cost up.
    • Logistics: Patchy last-mile transport → afternoon price firmness in veg counters.

Trader Playbook (Mon–Wed) / ट्रेडर प्लेबुक

  • Grains (गेहूं/मक्का): Bias steady-to-firm; buy-on-dips for mill deliveries; avoid over-hedging.
  • Pulses (चना/तूर): Prefer selective longs in chana/tur; roll risk if spreads unattractive.
  • Oilseeds (सरसों): Maintain light long; keep eye on oil/oilcake basis.
  • Perishables (टमाटर/प्याज/आलू): Intraday only; use tight risk; align with arrival windows.


Mandi Notes / मंडी टिप्पणियाँ

  • Delhi–Azadpur: Tomato & green veg show afternoon firmness post-rain; onion premium for dry, damage-free lots.
  • Karnal/Khanna: Wheat steady; maize bids improving on feed pull.
  • Kota–Ramganj: Dhania choppy; stick to known grades only.
  • Sambhal–Chandausi: Mentha oil spiky; execute with caution; verify can levels before lift.


Risk & Compliance / जोखिम व अनुपालन

  • Data usage: Midweek directional brief for T+0 to T+2 decisions; confirm invoices/receipts for settlement.
  • Hedging: Use position limits; mark-to-market twice daily in volatile counters.


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