Thread by @ithoughtadviser

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

There is a third section of doubtful investors who keep choking their portfolios nervously, more often than necessary and are grappling with rising self-doubt. (4/n)

#investors #portfolio #personalfinance

The questions on their mind “Should I exit and move to #fixeddeposits? Or, must I repay my home loan by exiting my stock portfolio?”, are hardly unusual. They keep coming back in every market cycle, #bearmarkets test behaviour. And, long bear markets test survival skills. (5/n)

We are now returning to a bear market, and don’t really know how long it will last. If it lasts longer than people are willing to bear, the patience of investors will further thin. (6/n)

#bearmarket #investors

This is not a market to simplify decision-making and just buy whatever falls. This is a market to be extremely judicious in our investment choices. (7/n)

#investments #markets

The markets will gradually turn, shift focus on newer sectors, reduce exposure to falling sectors and reposition portfolios for the future. In such a setting, simply buying the darlings of the COVID boom which are correcting heavily may not work. (8/n)

#stockmarket #portfolio

In fact, we could see that approach boomerang as these darling stocks of the market hit lower tops and only fall again. (9/n)

#stocks #equity #personalfinance

The better approach would be to invest steadily in listed companies whose managements you have confidence in, bet on investment managers who will deliver against the odds or develop your own forward-looking strategies. (10/n)

#investmentmanagers

This will require continuous homework, tracking of companies, creating watch lists and constantly looking out for opportunities. (11/n)

#investing #strategy #decisionmaking

The year 2023 may be a very difficult year to make returns and at the same time a great time to build your #portfolio for the rest of this decade. The past three years may not be the guiding factor for the next seven years. The future is set to be different and distinct. (12/n)

To read our previous Market Wraps, click on the link: ithought.co.in/category/marke… (13/n)

#marketwrap #stockmarket #investing #investors #personalfinance