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ithought Connect Profile picture
@ithoughtconnect
Dec 11, 2021 • 7 tweets • 5 min read • Read on X
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Banking Sector!

A Thread.

#Banks #PublicBanks #PrivateBanks

(1/7)
Performance of Bank credit in last decade. Affected due to slowdown in industrial credit towards the second half of the decade.
#Bank #Credit #GDP

(2/7) Image
A triple blow!

1. A commercial credit downcycle due to capital downcycle.
#Bank

(3/7) Image
2. Emergence of alternative credit sources for companies.
#credit

(4/7) Image
3. Increased Risk aversion among bankers with the existing legal issues.

With the changing environment with respect to capital cycle and legal framework, can we expect industrial credit to improve?
#Risk

(5/7) Image
PSU banks have industry credit as a major share in their books. With industry credit improving, are the PSU banks capable of maintaining their market share in the industry credit?

SBI is already showing an improving performance over time.
#PSUBank #SBI

(6/7) Image
How does the valuations of banks look like?
#Bank #Valuations

(7/7) Image

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More from @ithoughtconnect

ithought Connect Profile picture
Mar 23
Here is this Week's Market Wrap "The Reset Will Continue" written by @shyamsek

Thread (1/n)

#MarketBounce #ValuationReset #Q4Watch #StockMarketInsights #marketwrap #ithought #shyamsekhar
This week, the market witnessed its strongest weekly rally in four years! The prolonged weakness seen from September waned and some green shoots emerged across sectors. (2/n)

#MarketRally #GreenShoots #SectorRecovery #StockMarketUpdate
But, we will probably see this positivity only for a few weeks until Q4 results start releasing. Almost always, after a sustained fall there will be a bounce back. This bounce is just that. (3/n)

#Q4Earnings #MarketSentiment #BearMarketBounce #InvestingCaution
Read 10 tweets
ithought Connect Profile picture
Aug 18, 2024
Here is this Week’s Market Wrap 'Safety First' written by @shyamsek

Thread (1/n)

#MarketWrap #ShyamSekhar #Investors #InvestmentStrategy #RiskMitigation #InvestSmart #RiskManagement
“How can I safeguard myself from a sharp correction?” For most investors, this top-of-mind question is bothering them. Yet, nobody wants to sell. Everyone definitely wants to participate in any potential upside. (2/n)

#Investors #RiskManagement
This is where a sound investment strategy can certainly help. Risk mitigation can be done in every portfolio. Portfolio strategy can also significantly reduce risks by choosing safer options like multi-asset strategies. (3/n)

#MultiAsset #RiskMitigation
Read 14 tweets
ithought Connect Profile picture
Feb 27, 2024
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 Connect Profile picture
Feb 18, 2024
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 Connect Profile picture
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 Connect Profile picture
May 14, 2023
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

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