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DSP Mutual Fund Profile picture
@dspmf
Aug 5, 2022 • 14 tweets • 10 min read • Read on X
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A very special 'Independence' edition of 𝗡𝗲𝘁𝗿𝗮 (August 2022) is out now!

#DSPNetra helps you keep track of the latest economic trends & gives you the insights that matter.

Download #DSPNetra: dspim.co/NetAug22
US Dollar’s dream run may be over… that’s what the data suggests.

Download #DSPNetra: dspim.co/NetAug22
Too many Dollar bulls aren’t a great set-up for US Dollar strength. Caution ahead.

Download #DSPNetra: dspim.co/NetAug22
Crude Oil shows signs of an imminent breakdown, as demand cools and supply improves.

Download #DSPNetra: dspim.co/NetAug22
Indian Rupee’s weakness might reverse. The worst of times are probably over.

Download #DSPNetra: dspim.co/NetAug22
Inflation differential between India and US begins to favour the Rupee. That’s rare.

Download #DSPNetra: dspim.co/NetAug22
The coming collapse of inflation – that’s the message from the bond market.

Download #DSPNetra: dspim.co/NetAug22
India’s growth is stronger than others and is likely to be more resilient.

Download #DSPNetra: dspim.co/NetAug22
Can India gain a stronger foothold in global market cap share? Probably yes.

Download #DSPNetra: dspim.co/NetAug22
The boring long term underlying trend for Pharma sector keep improving while prices fluctuate. A typical ‘Buy’ set-up.

Download #DSPNetra: dspim.co/NetAug22
Auto sector is now in a well-defined bull market. Can it sustain? History says…

Download #DSPNetra: dspim.co/NetAug22
Technology may exert its long-term bullish trend as valuation means revert.

Download #DSPNetra: dspim.co/NetAug22
Silver is relatively cheaper and is in a phase of consolidation. Good time to accumulate?

Download #DSPNetra: dspim.co/NetAug22
Choose only those actions that take you closer to your goal. Shun the rest.

Download #DSPNetra: dspim.co/NetAug22

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More from @dspmf

DSP Mutual Fund Profile picture
Aug 5, 2025
𝗧𝗵𝗲 𝟱𝟭𝘀𝘁 𝗲𝗱𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗗𝗦𝗣 𝗡𝗲𝘁𝗿𝗮 𝗶𝘀 𝗵𝗲𝗿𝗲!

We're diving deep into the market with 4 key segments:
1. Hard Data, Reflections on Corporate Performance & Valuations
2. Stocks Over the Long Term!
3. Cautionary Signals for the Indian Rupee
4. A Few Contra Signals to What Seems to Be the Trend

Read the full #DSPNetra report here: bit.ly/NetAug2025DSP Netra August 2025
India’s growth has reverted to pre-pandemic sluggishness.

Almost every economic indicator is failing to return to pre-COVID levels.

Read #DSPNetra here: bit.ly/NetAug2025Image
Stocks are trading as if we are in the ‘Noughties’.*
But are we?

*The Noughties refers to the decade of the 2000s, specifically the years from 2000 to 2009.

Read #DSPNetra here: bit.ly/NetAug2025Image
Read 17 tweets
DSP Mutual Fund Profile picture
Jan 5, 2025
The first edition of #DSPNetra 2025 distills key lessons from the past year's editions, aiming to debunk some commonly quoted myths about the markets.

Netra helps you keep track of the latest economic trends & gives you the insights that matter.

Follow the thread below or download here: dspim.co/NetJan25DSP Netra January 2025
Myth 1: Markets always go up.

Fact: Long term equity returns are an exception, not the norm.

Download #DSPNetra: dspim.co/NetJan25Image
Myth 2: If GDP rises, so would the stock market.

Fact: Economic growth may or may not result in commensurate equity returns.

Download #DSPNetra: dspim.co/NetJan25Image
Read 17 tweets
DSP Mutual Fund Profile picture
Nov 5, 2024
Our November 2024 edition of #DSPNetra is out!

Stay ahead of the curve with the latest insights on economic trends with Netra.

Follow the thread below or download here: dspim.co/NetNov24Image
When talk is cheap, liquidity is cheaper, stocks are expensive.

One of the reasons why equity markets with high return ratios are trading at multi-decade high valuations – Extraordinary rise in fiscal and monetary stimulus.

Download #DSPNetra: dspim.co/NetNov24Image
Can ultra-high corporate profitability be sacrificed for fixing the fiscal?
Indications from policy makers could be important.

Download #DSPNetra: dspim.co/NetNov24Image
Read 16 tweets
DSP Mutual Fund Profile picture
Sep 5, 2024
The Sep 2024 edition of #DSPNetra is out now!

It focuses on the trinity of – The unsettling calm, India’s growth drivers and early signals – from diverse data sets that we track.

Follow the thread below or download here: dspim.co/NetSep24
DSP Netra September 2024
The street is focused on buyers – the FII’s, MF’s, SIPers.

But the promoters are selling.

And the selling is widespread.

Download #DSPNetra: dspim.co/NetSep24
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Stock indices make records move across time frames.

This could infuse a ‘false’ sense of calm among investors and undermine the risk perception for stocks.

Download #DSPNetra: dspim.co/NetSep24
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Read 17 tweets
DSP Mutual Fund Profile picture
Jan 5, 2024
The first #DSPNetra edition of 2024🌞is out now!

Keep track of the latest economic trends & insights that matter.

Follow the thread below or download here: dspim.co/NetJan24
#DSPNetra Jan 2024
US Corporate profit growth has got a big boost from:
1. Large government doles, of scale never witnessed before
2. Ultra loose monetary policy

Both these drivers are fading away. There is nothing extra special about record corporate profit margins in US.

It’s likely to see a mean reversion and with it the valuations that US corporations command in public markets.

Download #DSPNetra : dspim.co/NetJan24Image
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Large firms have benefitted quite a lot from economic stimulus. Smaller firms have so far reflected the harsh underlying economic realities.

High interest rates are unlikely to be kind to US stocks.

Moreover in the past the US Fed has been too late in cutting rates and have often reduced rates when troubles brew.

Download #DSPNetra : dspim.co/NetJan24Image
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Read 12 tweets
DSP Mutual Fund Profile picture
Nov 30, 2023
In the latest edition of the #GettingSmarter series, we explain the Nifty Small Cap 250 Quality 50 Index

The🧵covers:
- Nifty Small Cap 250 Quality 50 Index
- ‘Exclusion’ filters
- ‘Value’ filters
- ‘Quality’ filters
- Why stick to Quality

Download dspim.co/NS250Q50

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What is Nifty Small Cap 250 Quality 50 Index Image
What are the 'exclusion' filters? Image
Read 12 tweets

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