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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
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
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
Profit by Segment - Nifty Vs Non-Nifty
Sales & Operating Profit Growth Matrix - December 2022
Numbers & Narration - Sector Wise
Sector - Banking

#Banking #maketoutlook
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: #FMCG
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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Feb 14
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#mutualfunds #investing #SIP #thread
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#investors #equity #stockmarket #gold
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A look at India Vs the Rest of the world!

A Thread!

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(1/n)
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#indianeconomy

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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

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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
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(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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