Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
ithought Profile picture
@ithoughtadviser
Mar 4, 2023 • 49 tweets • 31 min read • Read on X
Scrolly
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...

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with ithought

ithought Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @ithoughtadviser

ithought Profile picture
Feb 27
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 Profile picture
Feb 18
Here is this Week’s Market Wrap 'Art of Getting Your Asset Reset Right' written by @shyamsek

Thread (1/n)

#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 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 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
ithought Profile picture
May 7, 2023
Here is this Week’s Market Wrap 'FOMO & False Starts' written by @shyamsek

A Thread (1/n)

#stockmarket #investing #personalfinance #FOMO #marketwrap
The markets go up too quickly when people are least prepared for it. That setting is perfect for us to get that fear of missing out. We call it the FOMO feeling. (2/n)

#stockmarket
But the markets also have an equally strong way of reversing direction. Either in stock price or in a broader market context. (3/n)

#stockmarketindia #stocks #equity
Read 13 tweets
ithought Profile picture
Apr 23, 2023
Here is this Week’s Market Wrap

'2023: The Year to Show Conviction' written by @shyamsek

A Thread (1/n)

#stockmarket #investors #marketwrap
The markets seem to be progressively losing steam. This would show up as weak sentiment, selling pressure, lower volumes on exchanges, and FII outflows. (2/n)

#stockmarketindia #FII #investors
But, there is also a section of domestic investors showing remarkable resilience and persistence in their investing. They are still buying every dip and gradually scaling up their portfolios. (3/n)

#investing #portfolio #equity
Read 13 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(