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DSP Mutual Fund

@dspmf

Sep 5, 2022 • 14 tweets • 10 min read • Read on X

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The real change occurs when we aren’t looking. The slow, boring, long-term trends are often missed.

#DSPNetra presents a few which are visible, important, and well, actionable.

Download #DSPNetra: dspim.co/NetSep22

Follow the thread below 👇

Consumption: The India story is alive and kicking. The changes which happen slowly and aren’t visible on a daily basis are powerful. Indian households are becoming more affluent.

Download #DSPNetra: dspim.co/NetSep22

As incomes rise, discretionary spending rises too. This accelerates adoption of more goods & services as the expenditure of food & fuel stagnates. This means more demand for white goods, brown goods, electricity & contact services.

Download #DSPNetra: dspim.co/NetSep22

Hospitality: Foreign tourists are coming back with the Dollars.

Download #DSPNetra: dspim.co/NetSep22

Agri inputs: India’s usage of Agri inputs is such a steady long-term trend that it pays to stay with it. We have. Have you?

Download #DSPNetra: dspim.co/NetSep22

Employment hasn’t recovered as smoothly, but formal employment is supportive. For a resilient economic recovery, we need a strong employment situation.

Download #DSPNetra: dspim.co/NetSep22

Nifty earnings are not only a function of how India’s economy is doing but also what the world is doing. And there-in lies the opportunity. A sectoral earnings churn is underway.

Download #DSPNetra: dspim.co/NetSep22

Decoupling has never played out. We haven’t seen it in data, ever. But for now, India’s bank credit growth is bucking the trend & flying strong into the headwinds.

Download #DSPNetra: dspim.co/NetSep22

The nascent signs of a CAPEX revival are here. Another false alarm or a change of trend? We will stay with the data and play along.

Download #DSPNetra: dspim.co/NetSep22

Healthcare sector is NOT expensive. It has
i) Margin of Safety
ii) No euphoria
iii) Good quality stocks

What else do we want?

Download #DSPNetra: dspim.co/NetSep22

More evidence that US Inflation is likely to cool. Rentals and housing, both are cooling.

Download #DSPNetra: dspim.co/NetSep22

Market’s favourite trade: Long US Dollar isn’t the data favourite. Beware of the US Dollar long sentiment!

Download #DSPNetra: dspim.co/NetSep22

धीरे धीरे रे मना, धीरे सब कुछ होय
माली सींचे सौ घड़ा, ऋतू आए फल होय
- Kabir Das

Download #DSPNetra: dspim.co/NetSep22

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More from @dspmf

DSP Mutual Fund

@dspmf

Aug 5

𝗧𝗵𝗲 𝟱𝟭𝘀𝘁 𝗲𝗱𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗗𝗦𝗣 𝗡𝗲𝘁𝗿𝗮 𝗶𝘀 𝗵𝗲𝗿𝗲!

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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/NetAug2025

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/NetAug2025

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/NetAug2025

Read 17 tweets

DSP Mutual Fund

@dspmf

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/NetJan25

Myth 1: Markets always go up.

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

Download #DSPNetra: dspim.co/NetJan25

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/NetJan25

Read 17 tweets

DSP Mutual Fund

@dspmf

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/NetNov24

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/NetNov24

Can ultra-high corporate profitability be sacrificed for fixing the fiscal?
Indications from policy makers could be important.

Download #DSPNetra: dspim.co/NetNov24

Read 16 tweets

DSP Mutual Fund

@dspmf

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

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

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

Read 17 tweets

DSP Mutual Fund

@dspmf

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

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/NetJan24

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/NetJan24

Read 12 tweets

DSP Mutual Fund

@dspmf

Nov 30, 2023

In the latest edition of the #GettingSmarter series, we explain the Nifty Small Cap 250 Quality 50 Index

The🧵covers:
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- ‘Exclusion’ filters
- ‘Value’ filters
- ‘Quality’ filters
- Why stick to Quality

Download dspim.co/NS250Q50

What is Nifty Small Cap 250 Quality 50 Index

What are the 'exclusion' filters?

Read 12 tweets

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