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DSP Mutual Fund Profile picture
@dspmf
Sep 1, 2022 β€’ 12 tweets β€’ 9 min read β€’ Read on X
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The latest edition of π“π‘πž π“π«πšπ§π¬πœπ«π’π©π­ (Apr-Jun 2022) is out now!

Check out @abhishec_s's compilation of data, insights & comments from last quarter's earnings calls.

Download full version: dspim.co/Tq1FY23

A sneak-peek thread below πŸ‘‡
Segments covered in this edition of #DSPTranscript πŸ‘‡

Download the full report: dspim.co/Tq1FY23
Thank you @oraunak for contributing to this edition of #DSPTranscript! πŸ™

Download the full report: dspim.co/Tq1FY23
Quotes of the quarter πŸ‘‡

Download #DSPTranscript: dspim.co/Tq1FY23
Connected TV (CTV) is evolving faster than people expected!

Download #DSPTranscript: dspim.co/Tq1FY23
France is considering a nuclear β€œrenaissance” while Germany is reviving old coal plants as it retires its last 3 nuclear plants.

Download #DSPTranscript: dspim.co/Tq1FY23
IT investors are asking: β€œHow bad can it get?”

We would be wary of forecasting low single digit growth (which some stocks are close to discounting) forever.

Download #DSPTranscript: dspim.co/Tq1FY23
High inflation feeds into wage expectations (wage-inflation spiral).

Download #DSPTranscript: dspim.co/Tq1FY23
Can you recall which brand of fans you have in your home? Which toothpaste do you use? Which shampoo?

Download #DSPTranscript: dspim.co/Tq1FY23
As it has always been- nobody knows.

Download #DSPTranscript: dspim.co/Tq1FY23
You can send your contributions for the next edition (Releasing Dec 1, 2022) to TheTranscript@dspim.com

Download the latest edition of #DSPTranscript: dspim.co/Tq1FY23

Link to all our earlier editions: dspim.com/latest-literat…
Disclaimer πŸ‘‡

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More from @dspmf

DSP Mutual Fund Profile picture
Jan 5
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
Image
Stock indices make records move across time frames.

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

Download #DSPNetra: dspim.co/NetSep24
Image
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
- β€˜Exclusion’ filters
- β€˜Value’ filters
- β€˜Quality’ filters
- Why stick to Quality

Download dspim.co/NS250Q50

Image
What is Nifty Small Cap 250 Quality 50 Index Image
What are the 'exclusion' filters? Image
Read 12 tweets
DSP Mutual Fund Profile picture
Sep 5, 2023
A fresh edition of #DSPNetra is out now!

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

Follow the thread below or download

This time, let's begin differently.

Ask this every time you make a decision. 1/16 dspim.co/NetSep23
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US Corporate profitability has enjoyed a dream run. The dream is about to run out. 2/16

Download #DSPNetra dspim.co/NetSep23
Image
US Housing is going from β€˜Goldilocks’ to unfavorable. It has a large bearing on US growth and consumption. Watch out! 3/16

Download #DSPNetra dspim.co/NetSep23
Image
Read 16 tweets

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