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DSP Mutual Fund

@dspmf

Dec 5, 2022 • 16 tweets • 11 min read • Read on X

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The December 2022 edition of #DSPNetra is out!

Netra is a smart way to keep track of the latest economic trends & insights that matter.

Follow the thread below or download here: dspim.co/NetDec22

Inflation is easing. The indicators which make up the inflation basket have softened. This lowers one of the hurdles for policy makers.

Download #DSPNetra: dspim.co/NetDec22

India inflation is also easing. This can have a major bearing on RBI’s monetary policy stance.

Download #DSPNetra: dspim.co/NetDec22

Crude Oil futures curve exits bullish territory. More price damage could be in the offing.

Download #DSPNetra: dspim.co/NetDec22

India’s monetary policy hasn’t been as tight as in the past. What happens when RBI tones down its hawkish stance? Few are thinking about this.

Download #DSPNetra: dspim.co/NetDec22

Emerging Markets are exiting one of the most oversold and disliked phases. Better performance ahead is likely. Bullish.

Download #DSPNetra: dspim.co/NetDec22

Time for FIIs to return to EMs and to India, in hoards.

Download #DSPNetra: dspim.co/NetDec22

Small & Midcap stocks likely to outperform the large-caps. Performance and valuation froth washed off.

Download #DSPNetra: dspim.co/NetDec22

India large-caps have entered ‘not cheap’ zone. Consolidation and earnings growth to be the key driver. Be bottom-up.

Download #DSPNetra: dspim.co/NetDec22

Earnings have been supportive for large-caps. This means the bullish trend to continue with focus on earnings growth drivers.

Download #DSPNetra: dspim.co/NetDec22

Indian consumption recovery is uneven. This is the key risk going into 2023. Improvement in broader economy key.

Download #DSPNetra: dspim.co/NetDec22

US Generics business is picking up. Price erosion is in 11th hour. Bullish Healthcare.

Download #DSPNetra: dspim.co/NetDec22

Realty is probably an opportunity hiding in plain sight. Deleveraging, improved profitability and a reversal in decade old slump. Watch out for opportunities.

Download #DSPNetra: dspim.co/NetDec22

A dashboard to know which sectors contribute to Corporate India’s earnings.👇

Download #DSPNetra: dspim.co/NetDec22

Being more active or doing more doesn’t guarantee success.

Download #DSPNetra: dspim.co/NetDec22

Disclaimer 👇

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More from @dspmf

DSP Mutual Fund

@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/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:
- Nifty Small Cap 250 Quality 50 Index
- ‘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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