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ithought

@ithoughtadviser

Feb 27

India has been increasingly exploring equity as an asset class. It is heartening to see inflows from domestic investors and DIIs beat the dominant FIIs.

(1/n)

#Equity #AssetClass #Investor #FII

For a retail investor, Mutual Funds (MFs) are the suited and preferred way to get a hang of equity assets. Passive funds have become popular over the recent years.

(2/n)

#RetailInvestor #MutualFund #Equity

Active Fund Managers are backed by a research team that allows them to make well-informed decisions based on market opportunities.

Passive funds, however, follow a #benchmarkindex and require no fund manager or research team, thus reducing their cost.

(3/n)

#FundManager

Read 12 tweets

ithought

@ithoughtadviser

Feb 18

Here is this Week’s Market Wrap 'Art of Getting Your Asset Reset Right' written by @shyamsek

Thread (1/n)

#AssetAllocation #Investor #Portfolio #Equity #Valuation #Stocks #MarketWrap #Thread

Changing asset allocation is a sure shot way of ensuring risk mitigation in an investor's portfolio. But if you are already owning a portfolio of equity that you built assiduously, you are posed with a peculiar problem. (2/n)

#AssetAllocation #Investor

Should you sell your equity portfolio down as part of your risk mitigation? (3/n)

#Equity #Portfolio

Read 11 tweets

ithought

@ithoughtadviser

Jun 25, 2023

Here is this Week’s Market Wrap 'Stick to Valuations' written by @shyamsek

A Thread (1/n)

#stockmarket #equity #investing #nifty #marketwrap

The markets seem to have hit a new all-time high and turned. Clearly, the index highs need more legs to stand on and still need tremendous firepower to rise. (2/n)

#markets #personalfinance

With at least three major index constituents, private banks, information technology and pharma struggling to hold onto their recent valuations, it becomes a steeper climb for the index from here. (3/n)

#banks #IT #pharma #valuation

Read 6 tweets

ithought

@ithoughtadviser

May 14, 2023

@shyamsek

Here is this Week’s Market Wrap 'Politics Returns' written by @shyamsek

A Thread (1/n)

#stockmarket #investments #politics #personalfinance #marketwrap

The markets have intense spells when politics prevails over everything else in directing sentiment. Closer to every general election, this trend returns to haunt the markets. (2/n)

#markets #indiangovernment #elections

But, the ability of politics to drive sentiment is influenced by how much the outcome of the election will drive change. If change is likely to be significant and for the better, the markets can run up ahead of elections. (3/n)

#stockmarket #politics #investors

Read 10 tweets

ithought

@ithoughtadviser

May 7, 2023

@shyamsek

Here is this Week’s Market Wrap 'FOMO & False Starts' written by @shyamsek

A Thread (1/n)

#stockmarket #investing #personalfinance #FOMO #marketwrap

The markets go up too quickly when people are least prepared for it. That setting is perfect for us to get that fear of missing out. We call it the FOMO feeling. (2/n)

#stockmarket

But the markets also have an equally strong way of reversing direction. Either in stock price or in a broader market context. (3/n)

#stockmarketindia #stocks #equity

Read 13 tweets

ithought

@ithoughtadviser

Apr 23, 2023

@shyamsek

Here is this Week’s Market Wrap

'2023: The Year to Show Conviction' written by @shyamsek

A Thread (1/n)

#stockmarket #investors #marketwrap

The markets seem to be progressively losing steam. This would show up as weak sentiment, selling pressure, lower volumes on exchanges, and FII outflows. (2/n)

#stockmarketindia #FII #investors

But, there is also a section of domestic investors showing remarkable resilience and persistence in their investing. They are still buying every dip and gradually scaling up their portfolios. (3/n)

#investing #portfolio #equity

Read 13 tweets

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