Niraj Shah Profile picture
Executive Editor @NDTVProfitIndia. Associated with Anjeze, an NGO helping cancer patients - https://t.co/JlrFqWNCmx
Feb 12 7 tweets 2 min read
Spoke to two large money managers today.. @ravidharamshi77 and @SunilBSinghania ... a small summation of some of their views.. Small thread.. (1/7)

Key one - Certainly NOT the time to sell in panic. Ravi believes its a great time to build the portfolio. Sunil believes we are close to the capitulation phase, if this is not the bottom already Ravi believed that India will not be a casualty of 'Sell EM' phenomenon. From the next 5-10 years perspective, one should not give up on Emerging markets, as usually when FIIs sell upto 1% of the market cap, usually markets bottom out. FIIs have already sold about 30 billion dollars of M-Cap, and in non-crisis times, this may mark the peaking out of the FII selling. (2/7)
Dec 1, 2020 11 tweets 3 min read
A short thread, incase it helps people who are detected with #Covid. I was, have likely come out successfully and have learnt a lot, about #COVID19 care (1/n) Do homecare if possible, especially if its not a serious situation.. Dont rush to the hospital.. advised by the doctor who treated me and my mom (A Prahlad Prabhudesai). It is mentally less taxing for the elderly, less expensive and puts lesser load on the medical system.
(1/n)