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9 Dec, 8 tweets, 7 min read
Mr. Naren's session has begun!  Tune in to learn how to effectively pick asset class and stocks right now. Tune in at bit.ly/39NG5jv.

#EmergingIdeas2020 #Live #Conference
"Today real estate is a contrarian asset class rather than equity."

- Mr. Sankaran Naren

#EmergingIdeas2020 #Live #Conference
"Our investing framework (VCTS) consists of four parts - market valuations, business cycle, triggers, and sentiments.”

- Mr. Sankaran Naren

#EmergingIdeas2020 #Live #Conference
"Market valuations are going up daily. Market valuations are important but triggers are more important."

- Mr. Sankaran Naren

#EmergingIdeas2020 #Live #Conference
"Checklist of contrarian investing in asset classes included low/muted past returns, declining flows and low valuations. One can use contrarian investing in asset classes but the same checklist will not hold for individual stocks."

- Mr. Sankaran Naren

#EmergingIdeas2020 #Live
"Power, telecom and pharma are my contrarian investment picks for the long term."

- Mr. Sankaran Naren

#EmergingIdeas2020 #Live #Conference
"Entire stock market is the creation of the developed world central banks."

- Mr. Sankaran Naren

#EmergingIdeas2020 #Live #Conference
"In times of inflation, equity tends to perform better than any other asset class. Crude oil shooting up is one of the biggest risks for the Indian economy."

- Mr. Sankaran Naren

#EmergingIdeas2020 #Live #Conference

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More from @EdelweissWM

Edelweiss Wealth Management Profile picture
10 Dec
Mr. @TaviCosta is live discussing the new age of risk and how to effectively follow asset allocation at #EmergingIdeas2020 right now.

Watch him at bit.ly/39NG5jv.

#EmergingIdeas2020 #Live #Conference
"Global central bank assets have surpassed the USD28tn mark - an all time high."

- Tavi Costa (@TaviCosta)

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"The fiscal indiscipline in the US started back in 1971, when the gold standard was broken, and a huge wedge between debt and GDP was seen during the GFC.”

- Tavi Costa (@TaviCosta)

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Read 23 tweets
Edelweiss Wealth Management Profile picture
9 Dec
We are Live!!

Tune in to watch @RRGresearch introducing you to this unique visualization method at bit.ly/39NG5jv.

#EmergingIdeas2020 #Live #Conference
"While building a portfolio using Relative Rotation Graphs (RRG), it shows relative trends for performance of multiple securities in a universe against a common benchmark and each other. They DO NOT show relative performance."

- Julius De Kempenaer (@RRGresearch)
The number of combination balloons in a one-on-one comparision. For example, to compare Nifty 50 stocks, we would have to analyse 1225 charts. RRG consolidates this into just one chart.”

- Julius De Kempenaer (@RRGresearch)
Read 7 tweets
Edelweiss Wealth Management Profile picture
9 Dec
Mr.@TamalBandyo and Dr. Viral Acharya are live, addressing pressing questions of the hour right now! Listen to their inputs at bit.ly/39NG5jv.

#EmergingIdeas2020 #Live #Conference
"Savers are earning very little on their fixed income assets. Risks are higher and yields have collapsed. Financial conditions are more benign than pre-Covid levels. Domestic savings are not being deployed for essential expenditures."

- Dr. Viral Acharya

#EmergingIdeas2020
"Private banks have been like an Achilles heel because of lazy lending and not providing credit to middle tier. We need to fix governance and dilute stakes of the government rather than coming up with adventurous solutions."

- Dr. Viral Acharya

#EmergingIdeas2020
Read 17 tweets
Edelweiss Wealth Management Profile picture
9 Dec
How should one tackle their fixed income investments? Ms. @Lakshmi1876 is live addressing such questions in her current session. Tune in at bit.ly/39NG5jv.

#EmergingIdeas2020 #Live #Conference
"Liquidity, accommodative bias by central banks around the world and low-to-negative interest rates are the trends for the coming five years."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference
"It makes sense to extend maturity periods on fixed income securities with expectations of some capital gains."

- Ms. Lakshmi Iyer (@Lakshmi1876)

#EmergingIdeas2020 #Live #Conference
Read 14 tweets
Edelweiss Wealth Management Profile picture
8 Dec
Mr. @JamesRBrodie's session has begun! Tune in to learn about how human psychology can affect trade at bit.ly/39NG5jv

#EmergingIdeas2020 #Live #Conference
"Data from 43,000,000 daily fx trades shows average loss per trade far outweighs average profit. We naturally lock in profits early while running losing trades."

- @jamesrbrodie

#EmergingIdeas2020 #Live #Conference
"Overly positive people focus on profits instead of the risk. Most people simply say whether I should buy or sell, they don't look at the process. Only 4% investors use 3 steps of strategic thinking."

@JamesRBrodie

#EmergingIdeas2020 #Live #Conference
Read 9 tweets
Edelweiss Wealth Management Profile picture
8 Dec
We are now Live!!

"Once we get through this terrible pandemic we may enter a much more optimistic environment which can be called the roaring 2020s "
 
- Edward Yardeni  (Mr.@yardeni)

#EmergingIdeas2020 #Live #Conference Image
"I believe what happened in February-March 2020 was a panic attack. As soon as the US Fed came in and resolved it, not only did the market overcome its March lows, but has also seen several new highs over the past few months."

- Edward Yardeni (Mr.@yardeni)

#EmergingIdeas2020
"The week of March 23rd - 27th 2020 was a week of Modern Monetary Theory.” -

- Edward Yardeni (Mr.@yardeni)

#EmergingIdeas2020 #Live #Conference
Read 8 tweets

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