Discover and read the best of Twitter Threads about #sector

Most recents (22)

#NIFTY bottom for the year 2022 is near 15400 - 15100

Mostly will get achieved in month on MAY 2022 only.

After #bottom out #TOP for the year 2022 is near 19100 - 19500 which i am expecting before NOVEMBER 2022

For SECTORAL OUTLOOK check out the thread 🧡
Read 12 tweets
It's weekend and it's the end of the month. The #markets are closed.

So there is the perfect time to analyze the #momentum & relative #strength of the markets.

This information is relevant for all #investors, but especially for #trend #followers πŸ“ˆπŸ“ˆπŸ“ˆ

#marketresearch

🧡
The #momentum of the markets are one of the most powerful forces in the evolution of the #asset #prices.

The #reversion to the mean is the opposite force, which is equally powerful. Momentum works on a short and medium term (up to 3 to 5 years).
There is a ton of academic research related to the momentum and the benefits of using it and relative strength. But presenting it this is not the purpose of this #thread.

Relative strength is actually a comparison between the #momentum of two or more #markets.
Read 35 tweets
THREAD: A picture is worth a thousand words. Let's look at a few #ETF graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Sharing only positive YTD #MSCI #Sector performance with #Financials.

$IXC $IXG
2/15

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA 1YR performance in USD (+9.9%) is still ahead of $EEM (-11.3%)

$URTH
3/15

#Global #Value #stocks (#ETF) recently enjoyed short-term recovery, but still got some serious catch-up to do over the longer term.

$IWVL
Read 16 tweets
With @StateBank_Pak releasing dissaggregated #trade data for December, we have a picture of the full 2021, which, despite #supply #chain disruptions worldwide, was 'good' for #Pakistan. Short thread below:
1\ #exports grew by 30.1% in 2021 w.r.t. 2020, with a strong pick up in merchandise, but also substantive in services.

#trade #Pakistan
2\ To be sure, in #real terms, #Pakistan's #exports remain below its local max in 2011. So, no 'record exports' if we talk real terms and not values.
Read 9 tweets
Sector Thread (Part 1): The Insurance Industry consists of 2 categories - Life Insurance and General Insurance. A total of 58 companies exist in the Indian Market of which 24 are Life Insurance and 34 are General Insurance companies. There is 1 reinsurance company in India. (1/n)
Industry growth reasons are attributed to four major factors - Product Innovation, Vibrant Distribution Channels, Targeted Publicity and Promotional Campaign by Insurers. (2/n)
There are 3 Public Sector and 3 Private Sector companies listed on BSE and NSE exchanges of India. (3/n)
Read 7 tweets
On May 26th @StateBank_Pak released #Pakistan's disaggregated #trade statistics for April '21. We now have 10 months of the FY21. Some analysis in #thread below. πŸ‘‡πŸ‘‡πŸ‘‡
#Pakistan #exports of #goods & #services grew by 6.2%., surpassing the US$25 billion mark. (2/n) Pakistan exports of goods and services, first 10 months of F
By #destination: substantial increases of shipments to #China and the #USA. Stability with #Afghanistan, and contractions in shipments to #UAE.

[#export growth to China and USA is confirmed by mirror data analysis] (3/n) Pakistan exports by destination, in million USD. (source SBP
Read 10 tweets
Anybody feels like looking at a few #Global #ETF graphs? Or are you all sitting in front of a big fire, ready for that Sunday braai or potjie?

If there's interest, I'll be happy to show 1 graph for every like or retweet?

#MonthEnd #Markets
That's nr1 (5 likes & retweets). Nice one @RocknDad πŸ˜‚- saw you sneak in both a like & retweet, but rules are rules.

#SouthAfrica dropping down to 10th in the #Country #ETF YTD rankings. #China losing the lead to #Taiwan. #Brazil new current holder of the wooden spoon.
That makes it 2.

#DevelopedMarkets (+2.5% in US$) making a bit of a comeback against #EmergingMarkets (+0.8% in US$) in February. #MSCI #SouthAfrica however outperformed both with 5.3% (in US$) over same period.

$URTH $EEM $EZA
Read 19 tweets
Compilation of Threads on Personal Finance
Hope this thread helps you. Please 're-tweet' so that it reaches maximum investors and helps them in their Financial journey.
Thank you.
#personalfinance #FinancialFreedom #finance #money #investing #wealthcreation #passiveincome
Read 7 tweets
#Global #ETF Weekly & Month-end (thread): 29 Jan 2021

- 2020 worst perf #sector making comeback in 2021 $IXC

- This is helping #oil producing countries with #Nigeria & #UAE in top5 #Country ETF YTD performers in USD $NGE $UAE

- #SouthAfrica $EZA moved into top15 YTD performers
2/12

#EmergingMarkets #ETF still storming ahead against #DevelopedMarkets ETF, still not relatively "overbought" yet, but getting close.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+0.2%) continued 2nd half on 2020 recovery against $URTH (-0.8%)
3/12

#Global #Value #stocks still making short-term recovery, with $IWVL #ETF still looking strong relatively over the short-term. Over 3yr period it is however still lagging quite substantially.
Read 13 tweets
#Global #ETF Weekly (thread): 15 Jan 2021

- 2020 worst perf #sector making comeback in 2021 $IXC

- This is helping #oil producing countries with #Nigeria, #UAE & #Russia in top5 #Country ETF YTD performers in USD $NGE $UAE $ERUS

- Few countries moving in red this week
2/8

#Global #Value #stocks still making short-term recovery, with $IWVL #ETF still looking very strong relatively over the short-term. Over 3yr period it is however still lagging quite substantially.

This should be interesting for this months #OrbisvsSP500 unofficial challenge
3/8

This one is worrying, but then again, it's been for some time. #Global #Tech #stocks relative to #MSCI All Country World Index is definitely creating some concern. Be very careful.

$IXN vs $ACWI
Read 9 tweets
Beste @hugodejonge,

Ik zit naar uw nieuwe #vaccinatiestrategie te kijken. Ik heb een paar vraagjes.
Waar komen de 4000 extra medewerkers verpleeghuizen (269k --> 273k) vandaan? Zijn er in de eerste ronde 4.000 aanvragen meer binnen gekomen dan verwacht? Of had u het in eerste instantie niet goed inzichtelijk?
Zelfde vraag voor medewerkers gehandicaptenzorg (+70k, +40%) en medewerkers wijkverpleging en Wmo (+38k, +25%)

Dit is wel meer dan een mistelling. Wat is hier aan de hand? Wie bent u vergeten? Zijn niet de huisartsen, die zijn maar met ongeveer 12.000.
Read 17 tweets
Read this book at the time of #CAMS #IPO.
A brilliant read to know about the #growth trajectory of the #company & why it's only starting.

@YMehta_ @finthusiasts @nid_rockz @manurishiguptha @MadrasMobile @MarketScientist
@AnyBodyCanFly @ipo_mantra

Thread coming.πŸ‘‡ Image
Foreword by- Mr. Deepak Parekh, Chairman @HomeLoansByHDFC

He writes about India's #economy post #Liberalization & how #companies that have come up have one thing in common- #knowledge.

2/n
#CAMS began as a #software development & #computer education firm, moved to share registry services handling #IPO's, later became a Registrar & Transfer Agent (#RTA). It now also handles documentation requirements in #banking, #insurance & #microfinance.

3/n
Read 25 tweets
1/ $AXXA Although the #Tweet front is #quiet, $AXXA has been working on yet another #NewDeal for several months which would expand our range of #TechnologyPlatforms.

#BigPicture: #Platforms are key to $AXXA β€˜s #RevenueGrowth and #AssetDiversification #strategies.
2/ $AXXA β€˜s management team seeks to acquire technologies that can be #repurposed in order to generate new revenue streams. Repurposed #technology may not even be used in the same #sector or #market it was originally developed for.
3/ #AXXAInvest was one example:
otcmarkets.com/stock/AXXA/new…

$AXXA combined its #CurrencyExchange, #AI, and #Blockchain technologies, into one new #SoftwarePlatform $AXXA
Read 8 tweets
This is a #revolutionary #reform of the #agriculture #sector, which will help farmers and hurt middle men & their political partners who share in monopoly rents. I have observed hints of this rent seeking in decision process of the Committee of Secretaries on prices!
2/ru Don't let vested interests mislead u by red herring of Usery (which is banned since 1918). That's a separate issue which was addressed by bank nationalization, DFIs, setting up of NBFCs and the proliferation of micro finance institutions(MFIs bankbazaar.com/personal-loan/… )
Read 7 tweets
"It's the #Party #Sector, stupid" The shift πŸ‘‡πŸΌis from autonomy of #PartyCapitalists with respect to everyday decisions & depend on self control to implement #CCP's goals, to explicit monitoring of key parameters like obedience of the #Party #Capitalist to #Xi's directives!🧐
2/cps #CCPchinaInc (2)Th freedom to decide what % of profits to take for personal use by party capitalist viz for party goals including maximization of growth &/or employment is being controlled more actively since 2014, and more desperately since collapse of growth & profits
3/cps #CCPchinaInc Most China experts don't understand #China's #Socialist #Market #Economy or the transformation of the #TVEs of the 1990s into the #PartySector of the 2000s (+ the e-economy created by new party members) 🧡
Read 4 tweets
πŸ’Ž Resources to Understand Banking Sector in India

πŸ“š List of books and video lessons very useful

ThreadπŸ‘‡ #Banking #sector #India Image
List of Best Books to understand the Role of RBI, Banking operations, NPA, threats and disruptions

#Books #Banking #India

πŸ’Ž amzn.to/3lLRCDz Image
The Bank Investor's Handbook by
@oddballstocks

Very Useful book to analyse banking business.

amzn.to/3hUAjO6 Image
Read 4 tweets
Starting a thread. Purpose is to capture relevant data on industry size across industry. We can put interesting charts, visuals, now from various sources here. Adding one on healthcare . Please #sectorname n post images or numbers along with source. Making first contribution :)
#healthcare from Narayana fly 20 AR Image
#agro bayercrop Ar 20 Image
Read 6 tweets
🀯🀯#BOOM🀯🀯

πŸ’₯#ShadownetπŸ’₯ #MillieWeaverπŸ™πŸ’™

➑#Our #reality has #been #hacked⚠

⚠#Exposes the #tech #wars to #manipulate your #thinking #AI #SethRich #JohnBrennan #JohnJones etc⚠

πŸ’™#Whistleblowers πŸ’™#ToreπŸ™ & πŸ’™#MillieπŸ™

πŸ’™#cathyfoxπŸ’™ #Bitchute
bitchute.com/video/b40mEcnf…
πŸ‘Š#BOOM #Go #SuzieDπŸ’™

#SuzieDawson @Suzi3DπŸ’™πŸ™ #suzi3d.com
Great Thread & Great Analysis πŸ‘
Read 39 tweets
Aug 2018: Bloomberg article -
Does #China Have What It Takes to Be a #Superpower?
bloomberg.com/graphics/2018-…
/1
Dec 2019: In the #UN, #China uses threats and cajolery to promote its worldview
economist.com/china/2019/12/…
/2
Apr 2020: #China is handed a position on #UN #HumanRights Council despite long-record of human rights abuses and wide-spread suspicions they have lied over #coronavirus
/3
Read 12 tweets
#TweetStorm - #Stocks - Prefer avoiding stocks in public foum, given the last couple of years have been terrible, so do your own research and risk management. Do add yours also to the thread. Talking what nobody wants to talk today.
#WelspunCorp – Market Cap of 4000-4500 cr with an EBIDTA of 1000-1200 cr and to be net debt free by year end and all the geographies firing with promoter not tendering in buyback at 135 seems an interesting case for re-rating.
#BanswaraSyntex – 200 cr market cap. 160 cr operating profit. 65 cr pat. 1350 cr topline. Peak Capacity for 1500 cr topline. Net Debt 350-400cr. Reducing average 30-40 cr debt every year. New independent director.
Read 5 tweets
How Extinction Rebellion 168 climate change zealots - incl. a baronet's Cambridge-educated granddaughter - are paid Β£400 a week to bring mayhem to our streets. Tory MP called on #HMRC to launch an immediate investigation into the XR tax affairs
mol.im/a/7566515
/1.
Paid XR activists who call for collective guilt & punitive #taxes on the western #taxpayer are enabling new breed of green capitalism, that make select few fabulously rich, while the rest of us choke down meatless hamburgers & pay our #politicians to tax us into oblivion
/2.
Climate Mobilization’s call to action has also managed to unite leftists & anti-capitalists with the global elite. Extinction Rebellion’s call forΒ β€œnet zero” atmospheric carbon is shared byΒ The World Bank, and a host of neoliberal think-tanks & financiers
/3.
Read 10 tweets
Corporate Bond Market in India - A snapshot

Corporate Bond Market comprises of all the debt fund-raising/ financing/ fund mobilisation activities by Corporates through debt capital market instruments - Debentures or Bonds. Read on to know more about this market. Thread 1/12
As per SEBI data, the total outstanding corporate bonds in India aggregate to ~ Rs. 30.63 lakh crore.

This is about one third the size of the G-Sec market as well as the aggregate of Bank credit (i.e. total outstanding loans of banks). 2/12
The accumulated value of all the Corporate Bonds outstanding is only about 16% of the GDP.

In comparison, the size of the US corporate bond market to GDP is ~124%. It shows that the corporates in India rely heavily on banks. 3/12
Read 18 tweets

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