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DSP Mutual Fund

@dspmf

Jun 5, 2023 • 13 tweets • 7 min read • Read on X

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The '2nd-anniversary' special edition of #DSPNetra is out now!🤩

It helps you keep track of the latest economic trends & gives you the insights that matter.📊

Follow the thread🧵below or download dspim.co/NetJun23

The relentless speed of modern life impedes our ability to act with a long-term perspective. However, those who can consciously prioritize long-term thinking and identify enduring people, organizations, and investments gain a distinct advantage.

Download: dspim.co/NetJun23

Have you ever wondered, adjusted for inflation, at what rate has investments grown since the year 1900? What is the real rate that Mr. Market has offered?

Download: dspim.co/NetJun23

The magnitude of improvement in our long-term outcomes is astonishing simply by avoiding acts of stupidity.

Download: dspim.co/NetJun23

What do you do when the opportunity knocks on your door? Are you prepared to act or are numb because of the unknown?

Download: dspim.co/NetJun23

What’s the ‘Big Bull’ recipe for investing success? Stick around, if you have got it right.

Download: dspim.co/NetJun23

Each winning investment inflates our ego & creates the possibility of the next investment going sour. The best start to investing happens during a bear market. Learn the right lessons and avoid mistaking market returns for investor intelligence.

Download: dspim.co/NetJun23

Contrarianism in action is hard. When done with sound principles and a process, the rewards are disproportionately high.

Download: dspim.co/NetJun23

Your investment returns are more a function of how you behave rather than how the market behaves. ‘Know thyself’.

Download: dspim.co/NetJun23

Simplicity over complexity. Structure over activity. Consistency over intensity.

Download: dspim.co/NetJun23

There are no new eras. Stupidity is repetitive. Question all manias and depths of despair.

Download: dspim.co/NetJun23

Can a process create better outcomes? Discipline is rewarding indeed. Here’s what a simple ‘Systematic Investment Plan’ can achieve over time.

Download: dspim.co/NetJun23

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More from @dspmf

DSP Mutual Fund

@dspmf

Aug 5

𝗧𝗵𝗲 𝟱𝟭𝘀𝘁 𝗲𝗱𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗗𝗦𝗣 𝗡𝗲𝘁𝗿𝗮 𝗶𝘀 𝗵𝗲𝗿𝗲!

We're diving deep into the market with 4 key segments:
1. Hard Data, Reflections on Corporate Performance & Valuations
2. Stocks Over the Long Term!
3. Cautionary Signals for the Indian Rupee
4. A Few Contra Signals to What Seems to Be the Trend

Read the full #DSPNetra report here: bit.ly/NetAug2025

India’s growth has reverted to pre-pandemic sluggishness.

Almost every economic indicator is failing to return to pre-COVID levels.

Read #DSPNetra here: bit.ly/NetAug2025

Stocks are trading as if we are in the ‘Noughties’.*
But are we?

*The Noughties refers to the decade of the 2000s, specifically the years from 2000 to 2009.

Read #DSPNetra here: bit.ly/NetAug2025

Read 17 tweets

DSP Mutual Fund

@dspmf

Jan 5

The first edition of #DSPNetra 2025 distills key lessons from the past year's editions, aiming to debunk some commonly quoted myths about the markets.

Netra helps you keep track of the latest economic trends & gives you the insights that matter.

Follow the thread below or download here: dspim.co/NetJan25

Myth 1: Markets always go up.

Fact: Long term equity returns are an exception, not the norm.

Download #DSPNetra: dspim.co/NetJan25

Myth 2: If GDP rises, so would the stock market.

Fact: Economic growth may or may not result in commensurate equity returns.

Download #DSPNetra: dspim.co/NetJan25

Read 17 tweets

DSP Mutual Fund

@dspmf

Nov 5, 2024

Our November 2024 edition of #DSPNetra is out!

Stay ahead of the curve with the latest insights on economic trends with Netra.

Follow the thread below or download here: dspim.co/NetNov24

When talk is cheap, liquidity is cheaper, stocks are expensive.

One of the reasons why equity markets with high return ratios are trading at multi-decade high valuations – Extraordinary rise in fiscal and monetary stimulus.

Download #DSPNetra: dspim.co/NetNov24

Can ultra-high corporate profitability be sacrificed for fixing the fiscal?
Indications from policy makers could be important.

Download #DSPNetra: dspim.co/NetNov24

Read 16 tweets

DSP Mutual Fund

@dspmf

Sep 5, 2024

The Sep 2024 edition of #DSPNetra is out now!

It focuses on the trinity of – The unsettling calm, India’s growth drivers and early signals – from diverse data sets that we track.

Follow the thread below or download here: dspim.co/NetSep24

The street is focused on buyers – the FII’s, MF’s, SIPers.

But the promoters are selling.

And the selling is widespread.

Download #DSPNetra: dspim.co/NetSep24

Stock indices make records move across time frames.

This could infuse a ‘false’ sense of calm among investors and undermine the risk perception for stocks.

Download #DSPNetra: dspim.co/NetSep24

Read 17 tweets

DSP Mutual Fund

@dspmf

Jan 5, 2024

The first #DSPNetra edition of 2024🌞is out now!

Keep track of the latest economic trends & insights that matter.

Follow the thread below or download here: dspim.co/NetJan24

US Corporate profit growth has got a big boost from:
1. Large government doles, of scale never witnessed before
2. Ultra loose monetary policy

Both these drivers are fading away. There is nothing extra special about record corporate profit margins in US.

It’s likely to see a mean reversion and with it the valuations that US corporations command in public markets.

Download #DSPNetra : dspim.co/NetJan24

Large firms have benefitted quite a lot from economic stimulus. Smaller firms have so far reflected the harsh underlying economic realities.

High interest rates are unlikely to be kind to US stocks.

Moreover in the past the US Fed has been too late in cutting rates and have often reduced rates when troubles brew.

Download #DSPNetra : dspim.co/NetJan24

Read 12 tweets

DSP Mutual Fund

@dspmf

Nov 30, 2023

In the latest edition of the #GettingSmarter series, we explain the Nifty Small Cap 250 Quality 50 Index

The🧵covers:
- Nifty Small Cap 250 Quality 50 Index
- ‘Exclusion’ filters
- ‘Value’ filters
- ‘Quality’ filters
- Why stick to Quality

Download dspim.co/NS250Q50

What is Nifty Small Cap 250 Quality 50 Index

What are the 'exclusion' filters?

Read 12 tweets

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