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ithought Connect Profile picture
@ithoughtconnect
Mar 4, 2023 • 49 tweets • 31 min read • Read on X
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Set a reminder for my upcoming Space! twitter.com/i/spaces/1kvJp…

We are going live in 5!

Follow the thread below for slides!

#nifty50 #NiftyBank #corporateindia
Before we begin, here is the Disclaimer
We are now LIVE!

#corporateindia #NiftyBanks #Nifty
Mega Trends - India & Markets
India GDP - An Overview

#India #GDP
The Big Picture - Price Follows Earnings in the Long-Term

#pricevsvalue #longterm
Mega Trends - Corporate India
#megatrends #corporateindia #ithoughtpms #nifty
Shareholders Investment in India
NSE 500 - Profitability over a Decade

#NSE500 #Nifty
Top 25 Stocks by Mcap - Historical Profit Trend

#StocksToBuy #longterminvesting #historical #marketcap
Mega Trends - Corporate India Exchange Filings - December 2022
Synchronous Capex Recovery: India & GCC

#CAPEX #Corporateindia #inflation #GCC
India's Total Credit Market

#creditmarket #NSE500 #nseindia
Strategic Construct - 5 Blocks of Strategy

#Bajajfinance #indiagrowthstory #megatrends
Strategic Construct - 5 Blocks of Strategy - An interesting view!

#Bajajfinance #indiagrowthstory #megatrends
How much we pay as #consumers vs as #corporations

#ConsumerBanking #Corporateindia
Shrinking - ATM Network - Rise of Digital?
Supporting India's Transition to Green Energy

#greenenergy #india #JSW #IndianEconomy
Green Logistics

#greenindia
Emerging Market Focused Company: Unilever

#unilever #corporateindia
New Product Development - Interesting Launches - New Category Creation

#newproductdevelopment #corporateindia
New Product Development - High Scalable Products by Value

#newproductdevelopment #corporateindia
Numbers - BSE500 - December 2022!
#BSE500
Sales Value MCap-wise

#BSE500 #marketcap #largecap #midcap #smallcap
Sales - Sector wise

#IT #Banking #fmcg #pharma
Sector Sales - Growth segment
Operating Profit Growth - Sector wise
Sector wise Pat Value & Growth
PAT SPLIT #largecap #midcap #smallcap
Profit by Segment - Nifty Vs Non-Nifty
Sales & Operating Profit Growth Matrix - December 2022
Numbers & Narration - Sector Wise
Sector - Banking

#Banking #maketoutlook
Snapshot - Banks

#Banking #marketoutlook #corporateindia
Branch Addition Let Primarily By Private Banks

#Banking #marketoutlook #corporateindia
Banks - Well Capitalised to Fund India Growth

#Banking #indiagrowthstory
Sector: #IT
IT / Internet / Flexi Staffing #3QFY23 Recap

#resultsseason #PAT #ITsector
IT / Internet / Flexi Staffing #3QFY23 Recap

#resultsseason #PAT #ITsector
Sector: #Auto

#autosector #marketoutlook
Sector: #FMCG
Sector: #Pharma

#marketoutlook #sectoroutlook
Sector: #Pharma

#marketoutlook #sectoroutlook
Sector: Capital Goods

#capitalgoods #corporateindia
Are there enough opportunities to invest?

#investmentopportunity #indiagrowthstory
Stocks - % Fall from ALL TIME HIGH

#stockmarketindia
Valuation dispersion in NSE500 remains high

#NSE500 #nseindia #valuation
To conclude...

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More from @ithoughtconnect

ithought Connect Profile picture
Mar 23
Here is this Week's Market Wrap "The Reset Will Continue" written by @shyamsek

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#MarketBounce #ValuationReset #Q4Watch #StockMarketInsights #marketwrap #ithought #shyamsekhar
This week, the market witnessed its strongest weekly rally in four years! The prolonged weakness seen from September waned and some green shoots emerged across sectors. (2/n)

#MarketRally #GreenShoots #SectorRecovery #StockMarketUpdate
But, we will probably see this positivity only for a few weeks until Q4 results start releasing. Almost always, after a sustained fall there will be a bounce back. This bounce is just that. (3/n)

#Q4Earnings #MarketSentiment #BearMarketBounce #InvestingCaution
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ithought Connect Profile picture
Aug 18, 2024
Here is this Week’s Market Wrap 'Safety First' written by @shyamsek

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#MarketWrap #ShyamSekhar #Investors #InvestmentStrategy #RiskMitigation #InvestSmart #RiskManagement
“How can I safeguard myself from a sharp correction?” For most investors, this top-of-mind question is bothering them. Yet, nobody wants to sell. Everyone definitely wants to participate in any potential upside. (2/n)

#Investors #RiskManagement
This is where a sound investment strategy can certainly help. Risk mitigation can be done in every portfolio. Portfolio strategy can also significantly reduce risks by choosing safer options like multi-asset strategies. (3/n)

#MultiAsset #RiskMitigation
Read 14 tweets
ithought Connect Profile picture
Feb 27, 2024
India has been increasingly exploring equity as an asset class. It is heartening to see inflows from domestic investors and DIIs beat the dominant FIIs.

(1/n)

#Equity #AssetClass #Investor #FII
For a retail investor, Mutual Funds (MFs) are the suited and preferred way to get a hang of equity assets. Passive funds have become popular over the recent years.

(2/n)

#RetailInvestor #MutualFund #Equity
Active Fund Managers are backed by a research team that allows them to make well-informed decisions based on market opportunities.

Passive funds, however, follow a #benchmarkindex and require no fund manager or research team, thus reducing their cost.

(3/n)

#FundManager
Read 12 tweets
ithought Connect Profile picture
Feb 18, 2024
Here is this Week’s Market Wrap 'Art of Getting Your Asset Reset Right' written by @shyamsek

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#AssetAllocation #Investor #Portfolio #Equity #Valuation #Stocks #MarketWrap #Thread
Changing asset allocation is a sure shot way of ensuring risk mitigation in an investor's portfolio. But if you are already owning a portfolio of equity that you built assiduously, you are posed with a peculiar problem. (2/n)

#AssetAllocation #Investor
Should you sell your equity portfolio down as part of your risk mitigation? (3/n)

#Equity #Portfolio
Read 11 tweets
ithought Connect Profile picture
Jun 25, 2023
Here is this Week’s Market Wrap 'Stick to Valuations' written by @shyamsek

A Thread (1/n)

#stockmarket #equity #investing #nifty #marketwrap
The markets seem to have hit a new all-time high and turned. Clearly, the index highs need more legs to stand on and still need tremendous firepower to rise. (2/n)

#markets #personalfinance
With at least three major index constituents, private banks, information technology and pharma struggling to hold onto their recent valuations, it becomes a steeper climb for the index from here. (3/n)

#banks #IT #pharma #valuation
Read 6 tweets
ithought Connect Profile picture
May 14, 2023
Here is this Week’s Market Wrap 'Politics Returns' written by @shyamsek

A Thread (1/n)

#stockmarket #investments #politics #personalfinance #marketwrap
The markets have intense spells when politics prevails over everything else in directing sentiment. Closer to every general election, this trend returns to haunt the markets. (2/n)

#markets #indiangovernment #elections
But, the ability of politics to drive sentiment is influenced by how much the outcome of the election will drive change. If change is likely to be significant and for the better, the markets can run up ahead of elections. (3/n)

#stockmarket #politics #investors
Read 10 tweets

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