"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."
"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."
"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.”
"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."
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.”
"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."
"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."
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.
"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."
"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."
"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."