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Mar 4 • 49 tweets • 31 min read
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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ithought Profile picture
Feb 14
Wondering if you should start a SIP?

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

#mutualfunds #investing #SIP #thread
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Feb 13
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

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Feb 12
Here is this Week’s Market Wrap!

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

#investors #equity #stockmarket #gold
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#gold #investments #personalfinance
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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
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#inflation #interestrates #globalmarket
Read 13 tweets
ithought Profile picture
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
ithought Profile picture
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

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