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Oct 4, 2022 15 tweets 11 min read Read on X
Here it is: The October 2022 edition of #DSPNetra is out. Use it to keep track of the latest economic trends & check out the insights that matter!

Follow the thread below or download here: dspim.co/NetOct22

And from all of us at #TeamDSP, Happy Dussehra! 🏹🤗 Image
A ‘Risk-off’ signal from bonds & stocks sell-off. Is it a time to buy? Maybe!

Download #DSPNetra: dspim.co/NetOct22 Image
Emerging Markets have gone through a period of unprecedented pain.

What comes after the worst? Not worse.

Download #DSPNetra: dspim.co/NetOct22 Image
Are Emerging Markets at the inflection point of a big comeback? If history is any guide, it’s quite possible.

Download #DSPNetra: dspim.co/NetOct22 Image
High interest rates & high prices = Poor affordability. This wretched extreme is likely to mean-revert.

Download #DSPNetra: dspim.co/NetOct22 Image
Inflation: Soon to be a problem of the past. Indicators are rolling over.

Download #DSPNetra: dspim.co/NetOct22 Image
How expensive or cheap are global markets?

Download #DSPNetra: dspim.co/NetOct22 ImageImageImage
India remains a steady ship in choppy waters! We are sailing through this storm.⛵️

Download #DSPNetra: dspim.co/NetOct22 Image
Equity earnings may get a boost from lower dilutions and strong balance sheets.

Download #DSPNetra: dspim.co/NetOct22 Image
Forex Reserves used to support the Rupee. Can this continue?

Download #DSPNetra: dspim.co/NetOct22 Image
Credit Impulse suggests India is staring at strong growth ahead.

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Banks are likely to outperform over the next few years. A cyclical bull market is underway.

Download #DSPNetra: dspim.co/NetOct22 Image
Can the Capital Goods sector reclaim its glory days of the 2000s? Indicators suggest it can.

Download #DSPNetra: dspim.co/NetOct22 Image
Systems & Processes can set the stage for winning 🥇

Download #DSPNetra: dspim.co/NetOct22 Image
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More from @dspmf

Aug 5
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
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
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
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
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
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

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

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