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Aug 5 โ€ข 14 tweets โ€ข 10 min read
A very special 'Independence' edition of ๐—ก๐—ฒ๐˜๐—ฟ๐—ฎ (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 Dollarโ€™s dream run may be overโ€ฆ thatโ€™s what the data suggests.

Download #DSPNetra: dspim.co/NetAug22
Too many Dollar bulls arenโ€™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 Rupeeโ€™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. Thatโ€™s rare.

Download #DSPNetra: dspim.co/NetAug22
The coming collapse of inflation โ€“ thatโ€™s the message from the bond market.

Download #DSPNetra: dspim.co/NetAug22
Indiaโ€™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 โ€˜Buyโ€™ set-up.

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

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

Aug 3
The case for investing in silver, via ๐——๐—ฆ๐—ฃ ๐—ฆ๐—ถ๐—น๐˜ƒ๐—ฒ๐—ฟ ๐—˜๐—ง๐—™

A short thread๐Ÿ‘‡

Explore/ invest: dspim.co/AgETFsoc Image
What are the key drivers that make Silver a potent investment option?

โžก๏ธDownload full presentation: dspim.co/AgETFpres
โžก๏ธInvest: dspim.co/AgETFsoc Image
Why Silver prices could potentially increase: The supply-demand economics! ๐Ÿ‘‡

โžก๏ธPresentation: dspim.co/AgETFpres
โžก๏ธInvest: dspim.co/AgETFsoc Image
Read 11 tweets
Jul 14
US inflation came in at 9.1% y-o-y yesterday, a 40 year record. Inflation has been a key area of concern for investors lately.

In this (long) thread, we highlight trends which indicate a likely โ€˜๐—ฐ๐—ผ๐—ผ๐—น๐—ถ๐—ป๐—ด-๐—ผ๐—ณ๐—ณโ€™ ๐—ผ๐—ณ ๐—ถ๐—ป๐—ณ๐—น๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—ฟ๐˜† ๐˜๐—ฟ๐—ฒ๐—ป๐—ฑ๐˜€ ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ.๐Ÿ‘‡
โ€œI donโ€™t track inflation for investingโ€: 52-๐˜บ๐˜ฆ๐˜ข๐˜ณ-๐˜ฐ๐˜ญ๐˜ฅ ๐˜ช๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฐ๐˜ณ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ฏ๐˜ฆ๐˜จ๐˜ข๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ณ๐˜ฆ๐˜ต๐˜ถ๐˜ณ๐˜ฏ๐˜ด ๐˜ฐ๐˜ท๐˜ฆ๐˜ณ 10 ๐˜บ๐˜ฆ๐˜ข๐˜ณ๐˜ด!

Download report: dspim.co/InflationCollaโ€ฆ

#DSPOnInflation
#DSPOnInflation: What are we saying?

Download report: dspim.co/InflationCollaโ€ฆ
Read 29 tweets
Apr 5
Here's a quick way to keep track of the latest economic trends & connect the dots with insights: The April 2022 edition of ๐—ก๐—ฒ๐˜๐—ฟ๐—ฎ is out now!๐Ÿ™

Download our Early Warnings & Signals Guide: dspim.co/NetApr22

Thread break-down with the latest update ๐Ÿ‘‡ Image
Lenders have been lazy while metals were hyper active. Are they likely to wake up from their slumber & have a good time?

Download Netra's Apr '22 edition: dspim.co/NetApr22 Image
Banks witnessing improving fundamentals. Markets likely to sit up & take notice. Soon!

Download Netra's Apr '22 edition: dspim.co/NetApr22 Image
Read 13 tweets
Dec 3, 2021
Hello dosts, ๐—ก๐—ฒ๐˜๐—ฟ๐—ฎ's latest edition (Dec 2021) is out now!๐Ÿ™

Download the new edition of our Early Warnings & Signals Guide: dspim.co/NetDec21

Here's a thread with the latest update ๐Ÿ‘‡
Corporate Indiaโ€™s margin expansion is under threat. Costs have escalated. A margins squeeze ahead?

Download full deck: dspim.co/NetDec21
Small & mid cap stocks' outperformance has hit the proverbial road block. A consolidation or underperformance ahead? Probable.

Download full deck: dspim.co/NetDec21
Read 13 tweets
Oct 5, 2021
Many of you asked for the latest 'Netra' (our Early Warnings & Signals Guide through Charts)!

The October 2021 edition is out now ๐Ÿ™Œ

A thread with the latest update ๐Ÿ‘‡

Download full report: dspim.co/NetOct21
India suffered a bleak employment situation due to the pandemic. This is now beginning to reverse.

Full report: dspim.co/NetOct21
Banking credit moves with corporate profitability. Profitability is settling at healthy levels, indicating a likely improvement in banking credit growth ahead.

Full report: dspim.co/NetOct21
Read 13 tweets
Aug 5, 2021
The August 2021 edition of Netra (our Early Warnings & Signals Guide through Charts) is out now!

A thread with the latest update๐Ÿ‘‡

Download full report: dspim.co/NetraAug21
When equity prices rise exponentially, they reflect euphoric investor sentiment. This causes future real returns adjusted for inflation to be subpar for a long time.

Download full deck: dspim.co/NetraAug21
Banking credit has plunged to an all-time low. A revival can set economic growth back on its long term trend growth.

Download full deck: dspim.co/NetraAug21
Read 12 tweets

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