Discover and read the best of Twitter Threads about #Thematic
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Lot of #AMCs come up with different ideas, themes, sectors.
These are demands from #Investors as they have done well in recent past.
AMCs are manufacturers & will offer what is in demand.
Final choice to say YES or NO lies entirely with Investors based on their #NEEDs
These are demands from #Investors as they have done well in recent past.
AMCs are manufacturers & will offer what is in demand.
Final choice to say YES or NO lies entirely with Investors based on their #NEEDs
What should investors choose and what should they ignore. A point by point guide on where and why to invest in certain #themes, #MarketCap bias, #Sectors, #AssetClasses etc.
What should be criteria for these selections and what should guide them to resist from Investing?
What should be criteria for these selections and what should guide them to resist from Investing?
Lets start with #Debt:
Keep enough money as 1 year of your expenses as #EmergencyFunds in #LiquidSchemes
You already have enough exposure to debt as:
1. #PPF
2. #TaxFreeBonds
3. #FDs
No need for separate debt allocation if you are investing thru #AssetAllocation (AA) or #DAAF
Keep enough money as 1 year of your expenses as #EmergencyFunds in #LiquidSchemes
You already have enough exposure to debt as:
1. #PPF
2. #TaxFreeBonds
3. #FDs
No need for separate debt allocation if you are investing thru #AssetAllocation (AA) or #DAAF
I'm about to launch at ten part thread on making #maps of #Coronavirus. Hang on to your #COVID19 facemasks 0/10 
Coronavirus map tips 1/10 use an appropriate #projection. It's for #thematic data so needs to be equal area. Web Mercator does not support the map's purpose. Distortions lead to people over- or under-estimating size of areas relative to one another.
Coronavirus map tips 2/10 don't map totals on a #choropleth. Impact of differently sized regions & population densities makes comparison between areas meaningless. Totals can heighten fear. 65,000 seems an awful lot. Do 5 provinces really belong in the same upper data class?
Important process differences within #thematicanalysis family: small q (deductive, coding reliability concerns, qual data in quant thinking) vs big Q (data driven, open flexible organic coding), middle q (training with @ginnybraun @QRNHub)
But what’s a theme @ginnybraun? Domain summaries - cluster responses to a q or issue but lots of meaning variation within eg a single theme that covers ‘risks and benefits of x’ #thisisbad
Vs meaning based themes - an underlying idea or concept that holds the data together (data may look superficially different but is united by the idea) #thisisgood @ginnybraun @QRNHub
