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Feb 13 27 tweets 26 min read
Here are some highlights from the Voices of Tomorrow Bangalore Chapter! (1/n)

#VoicesofTomorrow #VoT2023 #ithoughtVoT #ithoughtVoT2023
Session #01

ithought Way – The Journey by Mr Shyam Sekhar

Mr @shyamsek answers the question, ‘What pain points does ithought address & solve?’ (2/n)

#ithought #portfoliomanagement #financialplanning
“We want to make Millennials as $ Millionaires – a well-managed wealth corpus for the 90’s born.” - @shyamsek on what ithought wants to accomplish.

Watch Mr Shyam Sekhar’s talk ‘ithought Way – The Journey’ here youtube.com/live/Gyg3D2djS… (3/n)

#investors #investearly
Session #02

Budget & International Investing by Mr Kalpen Parekh

@KalpenParekh starts with a question - "If you were an alien from Mars, how would you invest on earth?" @dspmf (4/n)

#UnionBudget2023 #globalinvesting #DSPMutualFund
No country ‘always’ stays at the top!

Watch Mr @KalpenParkeh’s talk ‘Budget & International Investing’ here - youtube.com/live/Gyg3D2djS… @dspmf (5/n)

#Budget2023 #investments #DSPMutualFund
Session #03

The Indian Equity Opportunity by Mr @Ihabdalwai @ICICIPruMF (6/n)

#stockmarket #equity #investing #ICICIMutualFund
“Try to be non-consensus and go right. Market will consistently overvalue favoured stocks and undervalue out of favour stocks. Market will find itself over optimistic on forecast of best stocks and too pessimistic on those of worst stocks.”, @Ihabdalwai (7/n)

#stockmarket
“Trick is to avoid investing in sectors or markets, where investment spending is unduly elevated & competition is fierce, and to put one’s money to work where capital expenditure is depressed, competitive conditions are more favourable. (8/n)

#investing #wealth #NIFTY
As a result, prospective returns are higher.”, Mr @Ihabdalwai, @ICICIPruMF

Watch Mr @Ihabdalwai’s talk ‘The Indian Equity Opportunity’ here - youtube.com/live/Gyg3D2djS… (9/n)

#equity #opportunity #NIFTY
Session #04

The Indian Fixed Income Opportunity by Mr Anupam Joshi, @hdfcmf (10/n)

#FixedIncome #Debt #inflation #interestrates #HDFCMutualFund
“Long-duration debt should be at the core of asset allocation.”

“How long you stay invested for will likely be the single most important factor determining how well you do at investing”- Morgan Housel (11/n)

#fixeddeposits #interestrates
Interest rates fall as countries move up the economic ladder. Despite the recent increases, overall yields have shown a downtrend for growing economies. (12/n)

#interestrates #inflation #indianeconomy
Watch Mr Anupam Joshi’s talk ‘The Indian Fixed Income Opportunity’ here youtube.com/live/Gyg3D2djS…

@hdfcmf (13/n)

#FixedIncome #Debt
Session #05

Multi-Asset Investing – The SPHERE Way by Mr @theninjax, @ithoughtpms (14/n)

#Multiasset #assetallocation
Winners can quickly become losers, and vice versa. Government Securities were at the top in 2016 and the bottom in 2017. Gold rose from the bottom of the pile in 2021 to be the leader in 2022.

@theninjax, @ithoughtpms (15/n)

#governmentsecurities #gold #bonds
Bold Calls - “For us, contrarian is a way of investing.” (16/n)

#contrarianinvesting
What can SPHERE do for you?

Watch Mr @theninjax talk ‘Multi-Asset Investing – The SPHERE Way’ here youtube.com/live/Gyg3D2djS… (17/n)

#SPHEREPMS #portfoliomanagement
Session #06

The Art & Science of Investing – The Solitaire Way by Mr @balajispice, @ithoughtpms (18/n)

#portfoliomanagement #SolitairePMS
“GREAT INVESTMENT = STRONG FUNDAMENTALS + ATTRACTIVE VALUATIONS”, @balajispice (19/n)

#investments #valuations
Solitaire is a portfolio of market leaders! (20/n)

#SolitairePMS #portfoliomanagement
#SolitairePMS Investing Framework

- Patience is a good virtue!
- Investing is counter-intuitive
- Seek long-term performance!
- Valuation matters! Can’t overpay even for a great business. (21/n)

#portfoliomanagement #Nifty #stockmarket
Proof of the Pudding!

Watch Mr @balajispice, @ithoughtpms talk ‘The Art & Science of Investing – The Solitaire Way’ here youtube.com/live/Gyg3D2djS… (22/n)

#SolitairePMS #investments
Session #07

Is The Time Ripe To Unearth Hidden Gems – The VRDDHI Way by Mr @rohitkrishnan, @ithoughtpms (23/n)

#VRDDHIPMS
Private equity style extensive due diligence. (24/n)

#privateequity #privatecapital #venturecapital
Resilient portfolios! #VRDDHIPMS falls less than the market. (25/n)

#stockmarket #smallcapfund #activefunds
“We are very close to investing zone with a view of 3 - 5 years. Small cap is down 18% from peak.” (26/n)

#smallcapinvesting
Watch Mr @rohitkrishnan, @ithoughtpms talk ‘Is The Time Ripe To Unearth Hidden Gems – The VRDDHI Way’ here youtube.com/live/Gyg3D2djS… (27/n)

#VRDDHIPMS #portfoliomanagement

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More from @ithoughtadviser

Feb 14
Wondering if you should start a SIP?

Here is a thread that can help! (1/n)

#mutualfunds #investing #SIP #thread
The market has been very volatile for the last couple of months.

With 2023 lined up to be another uncertain year, how should investors take advantage of such a year? (2/n)

#investors #volatility #wealthcreation
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#SIP #investingtips #compounding
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Feb 12
Here is this Week’s Market Wrap!

Time to Build a Multi-Asset Portfolio

A Thread! (1/n)

#multiasset #portfoliomanagement #marketwrap #thread
Most investors have been favouring equity for the last 2 years. Recency bias nudges investors to think that equity is the only asset class to bet on.

It is this bias that kept investors from buying gold. (2/n)

#investors #equity #stockmarket #gold
Investors thought that gold wouldn’t do well. The post-COVID rally in #cryptos spooked the prospects of gold & added to that conviction. But that conviction has proved to be short-lived, and gold did exceptionally well in 2022. (3/n)

#gold #investments #personalfinance
Read 9 tweets
Jan 13
A confluence of unprecedented events in 2022 weakened asset prices across all markets. (1/n)

#assetallocation #investing #personalfinance #throwback #thread
The Fed’s pivot to a less aggressive monetary policy is likely to set the tone for the markets in 2023. (2/n)

#FED #FederalReserve #monetarypolicy
It is expected that global inflation will continue to be higher in this decade, in combination with a significant slowdown of the U.S. economy. (3/n)

#inflation #interestrates #globalmarket
Read 13 tweets
Oct 13, 2022
A look at India Vs the Rest of the world!

A Thread!

#india #economy #globaleconomy #inflation

(1/n)
India is emerging as one of the relatively better-off economies in the post-COVID world.

#indianeconomy

(2/n)
Looking closely, we find that India’s inflation is well controlled, ATH FX reserves have acted well as a shock absorber against volatility, and our GDP growth expectations is one the highest in the world!

#inflation #volatility #GDP

(3/n)
Read 8 tweets
Aug 26, 2022
The global economy has changed dramatically this year, and financial markets have turned volatile. The question on everyone’s mind now is…

(1/8)

#globaleconomy #financialmarkets #nifty
Will recession hit India? How will it be different from past recessions that our country has faced?

Let’s look at some data points.

(2/8)

#recession #india #economy
Based on the RBI’s assessment, the Real GDP projection is retained at 7.2% for FY23. This comes on the back of strong investment activity, improving bank credit and rising capacity expansion.

(3/8)

#rbi #gdp #centralbanks
Read 8 tweets
May 16, 2022
The banking sector has been an underperformer since COVID. What makes it so interesting now? (1/8)

#bankingsector #COVID19 #investing
The banking sector is the backbone of our economy. The health of our banks has always played a major role in our economic growth journey. (2/8)

#india #economy #banks
With the introduction of the Asset quality review in FY15-16, banks' asset quality has been under pressure. This was further aggravated by events such as demonetisation, GST, and the IL&FS crisis. As a result, the GNPA ratio for Banks rose to 11.2% in FY18 vs 4.3% in FY15. (3/8)
Read 8 tweets

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