A young investor in 2005, huge set back in 2008. A learner as well as sharing my learnings. Trend is my friend. Mkt is GOD.. Equity, Real Estate & Start ups.
Chennai
Joined February 2018
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Next big bull run will start from India. Get ready for the biggest wealth creation opportunity ever from equity markets.
Just some more pain left before it starts.
#BIGBULL #Wealthcreation #Indiagrowth
TreasureHunt retweeted
Added lots of stock today in good qty.
Pessimism building up and the final blows are near to its end.
Being stocks specific is very important at this point. No MTF also.
#Investing
Though I have my own apprehensions, this could be a major trigger for markets and big relief for investors.
#LTCG
Once sentiment improves these companies will highly reward investors.
IDFC Bank stellar qtr, with 1000 cr+ profit again
TAMO with strong growth back to profits qoq
CG Pow strong numbers & focus on semi
HSCL plans 1613 cr capacity expansion
HFCL multi year order book + growth
Added lots of stock today in good qty.
Pessimism building up and the final blows are near to its end.
Being stocks specific is very important at this point. No MTF also.
#Investing
Our share among total global funds is dipping day by day due to relentless exit by FIIs. The size of global funds is growing & our share is dipping
Think why the fastest growing economy in the world is losing global capital?
Think logically & do not attribute to AI trade alone.
Some reports yesterday say India is into a long term bear market. This is creating panic among investors and liquidating positions.
Looking for opportunities in this fall based on risk reward ratio of individual stocks.
Be stock specific 👍
Revisiting this tweet once again.
HFCL trading just 18-20x to its FY28-29 earning multiples.
Or Am I being so conservative..?
Book mark the tweet !!
#HFCL
The best part of today’s Mkt participants is that they are no more silent on flaws in the tax structure. They understood that, with current policy makers the market may underperform and deliver sub par returns for a long period of time.
I salute those who raised it much before..
FM indirectly says, do not give liquidity to FIIs to exit..😊🙏
So stop all your SIPs and look for global investing and let our market sink its own.
#FM
Which is easier?
Collect max tax
Increase Freebies
Engage in corruption
Focus on party growth
Win elections
Come back 2 power
Collect tax
Invest in education health
Reduce red tapism
Bring foreign investment
Generate employment
Bring prosperity
Win elections
Come back 2 power
The more you delay on LTCG the correlation to become worse.
The RBI had to burn $60 bil in the last 45 days to defend rupee. The result is a drastic drop in foreign reserves to $ 726 bil & rupee gained nearly 2% in the same period.
FIIs pulled out $ 10 bil in the same period.
Indonesian Mkt ..!!
Collapsed due to uncertainty on removal from MSCI ..!!!
Such threats also exist. Investing is simple but risky.
#MSCI
TreasureHunt retweeted
Pointless - watching US bond gurus on CNBC, endless discussion with friends whether Fed will tighten by 25 bps or 50 bps, whether and by how much will RBI follow, whether a bear market has arrived or will soon arrive…you get the drift
Productive - follow outperformers in results season, listen concalls, read research reports and annual reports, if not this then go on vacation and recharge your mind and soul
Mid and Small cap cooling off.
Profit booking and shifting to large caps.
Long term opportunities remain as it is.
#Smallcap