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Oct 4 15 tweets 11 min read
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.

Download #DSPNetra: dspim.co/NetOct22 Image
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
Disclaimer 👇 Image

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More from @dspmf

Sep 5
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 👇 #DSPNetra helps you keep track of the latest economic trends
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
Read 14 tweets
Sep 1
The latest edition of 𝐓𝐡𝐞 𝐓𝐫𝐚𝐧𝐬𝐜𝐫𝐢𝐩𝐭 (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 👇
Segments covered in this edition of #DSPTranscript 👇

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

Download the full report: dspim.co/Tq1FY23
Read 12 tweets
Aug 5
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
Read 14 tweets
Aug 3
The case for investing in silver, via 𝗗𝗦𝗣 𝗦𝗶𝗹𝘃𝗲𝗿 𝗘𝗧𝗙

A short thread👇

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

➡️Download full presentation: dspim.co/AgETFpres
➡️Invest: dspim.co/AgETFsoc Image
Why Silver prices could potentially increase: The supply-demand economics! 👇

➡️Presentation: dspim.co/AgETFpres
➡️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 ‘𝗰𝗼𝗼𝗹𝗶𝗻𝗴-𝗼𝗳𝗳’ 𝗼𝗳 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻𝗮𝗿𝘆 𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗵𝗲𝗮𝗱.👇
“I don’t track inflation for investing”: 52-𝘺𝘦𝘢𝘳-𝘰𝘭𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘸𝘪𝘵𝘩 𝘯𝘦𝘨𝘢𝘵𝘪𝘷𝘦 𝘳𝘦𝘵𝘶𝘳𝘯𝘴 𝘰𝘷𝘦𝘳 10 𝘺𝘦𝘢𝘳𝘴!

Download report: dspim.co/InflationColla…

#DSPOnInflation
#DSPOnInflation: What are we saying?

Download report: dspim.co/InflationColla…
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 𝗡𝗲𝘁𝗿𝗮 is out now!🙏

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

Thread break-down with the latest update 👇 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

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