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Myth 1: Markets always go up.
When talk is cheap, liquidity is cheaper, stocks are expensive.
The street is focused on buyers – the FII’s, MF’s, SIPers.
US Corporate profit growth has got a big boost from:
What is Nifty Small Cap 250 Quality 50 Index 
US Corporate profitability has enjoyed a dream run. The dream is about to run out. 2/16
1. Revival story has started – Did you know PSU Banks have started to outperform after a decade of severe underperformance? 
India’s trade deficit & foreign flows have been a continued source of problems.
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.
Inflation is easing. The indicators which make up the inflation basket have softened. This lowers one of the hurdles for policy makers.
A ‘Risk-off’ signal from bonds & stocks sell-off. Is it a time to buy? Maybe!
Consumption: The India story is alive and kicking. The changes which happen slowly and aren’t visible on a daily basis are powerful. Indian households are becoming more affluent.
Segments covered in this edition of #DSPTranscript 👇
US Dollar’s dream run may be over… that’s what the data suggests.
What are the key drivers that make Silver a potent investment option?
“I don’t track inflation for investing”: 52-𝘺𝘦𝘢𝘳-𝘰𝘭𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳 𝘸𝘪𝘵𝘩 𝘯𝘦𝘨𝘢𝘵𝘪𝘷𝘦 𝘳𝘦𝘵𝘶𝘳𝘯𝘴 𝘰𝘷𝘦𝘳 10 𝘺𝘦𝘢𝘳𝘴!
Lenders have been lazy while metals were hyper active. Are they likely to wake up from their slumber & have a good time?
Corporate India’s margin expansion is under threat. Costs have escalated. A margins squeeze ahead?
India suffered a bleak employment situation due to the pandemic. This is now beginning to reverse. 
When equity prices rise exponentially, they reflect euphoric investor sentiment. This causes future real returns adjusted for inflation to be subpar for a long time.
Auto & Ancillaries generally outperform Nifty in most upcycles. Can this sector repeat the same? If it does, it will be quite an opportunity! 