India has been increasingly exploring equity as an asset class. It is heartening to see inflows from domestic investors and DIIs beat the dominant FIIs.

(1/n)

#Equity #AssetClass #Investor #FII For a retail investor, Mutual Funds (MFs) are the suited and preferred way to get a hang of equity assets. Passive funds have become popular over the recent years.

(2/n)

#RetailInvestor #MutualFund #Equity

Here is this Week’s Market Wrap 'Art of Getting Your Asset Reset Right' written by @shyamsek

Thread (1/n)

#AssetAllocation #Investor #Portfolio #Equity #Valuation #Stocks #MarketWrap #Thread Changing asset allocation is a sure shot way of ensuring risk mitigation in an investor's portfolio. But if you are already owning a portfolio of equity that you built assiduously, you are posed with a peculiar problem. (2/n)

#AssetAllocation #Investor

Here is this Week’s Market Wrap 'Stick to Valuations' written by @shyamsek

A Thread (1/n)

#stockmarket #equity #investing #nifty #marketwrap The markets seem to have hit a new all-time high and turned. Clearly, the index highs need more legs to stand on and still need tremendous firepower to rise. (2/n)

#markets #personalfinance

Here is this Week’s Market Wrap 'Politics Returns' written by @shyamsek

A Thread (1/n)

#stockmarket #investments #politics #personalfinance #marketwrap The markets have intense spells when politics prevails over everything else in directing sentiment. Closer to every general election, this trend returns to haunt the markets. (2/n)

#markets #indiangovernment #elections

Here is this Week’s Market Wrap 'FOMO & False Starts' written by @shyamsek

A Thread (1/n)

#stockmarket #investing #personalfinance #FOMO #marketwrap The markets go up too quickly when people are least prepared for it. That setting is perfect for us to get that fear of missing out. We call it the FOMO feeling. (2/n)

#stockmarket

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

Here is this Week’s Market Wrap

'The Times Get Taxing' written by @shyamsek

A Thread (1/n)

#tax #investing #taxbenefits #marketwrap Investment decisions can be taken based on tax implications. There is a natural tendency among investors to be drawn to investments where they feel taxes are lower. (2/n)

#taxes #investments #investors

#1 Decide Your Tax Regime

The new regime is no fuss and works well.

The old regime allows you to claim deductions and exemptions

If you choose the old regime finalise your tax planning strategy now! (2/7)

#tax #deductions #taxplanning #taxregime #2 Restructure Your Payslip

Study your pay slip and optimise your EPF contributions. If you choose the old tax regime structure your allowances properly.

Talk to our financial planning team today if you’d like assistance. (3/7)

#salary #CTC #payslip #epf #providentfund

Here is this Week’s Market Wrap

'Prepare With Patience' written by @shyamsek

A thread! (1/n)

#globalmarkets #investors #marketwrap The last week has caused a significant reset in our investing. We are once again worried about how global factors will come to hurt. Banking, which is the bed rock of every economy looks like the most rattled space in the west. (2/n)

#banking #economy #investments

Highlights from the keynote address made by Mr. Deepak Bagla, Managing Director & CEO of Invest India at the Standard Chartered Treasury Leadership Forum 2023.

A thread! (1/n)

#India #economy #GDP #highlights #thread India is going through the most unprecedented transformation of human history in the free world today. (2/n)

#india #economy

Here is this Week’s Market Wrap

'Banking on a Collapse' written by @shyamsek

A Thread (1/n)

#Banking #SiliconValleyBank #SVBCollapse #marketwrap One week is a long time in global banking. Or, so it seems if one goes by the latest inflation and interest rate commentary of the federal reserve Chairman Jerome Powell. (2/n)

#banking #inflation #interestrates

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

Wondering if you should start a SIP?

Here is a thread that can help! (1/n)

#mutualfunds #investing #SIP #thread The market has been very volatile for the last couple of months.

With 2023 lined up to be another uncertain year, how should investors take advantage of such a year? (2/n)

#investors #volatility #wealthcreation

Here are some highlights from the Voices of Tomorrow Bangalore Chapter! (1/n)

#VoicesofTomorrow #VoT2023 #ithoughtVoT #ithoughtVoT2023 Session #01

ithought Way – The Journey by Mr Shyam Sekhar

Mr @shyamsek answers the question, ‘What pain points does ithought address & solve?’ (2/n)

#ithought #portfoliomanagement #financialplanning

Here is this Week’s Market Wrap!

Time to Build a Multi-Asset Portfolio

A Thread! (1/n)

#multiasset #portfoliomanagement #marketwrap #thread Most investors have been favouring equity for the last 2 years. Recency bias nudges investors to think that equity is the only asset class to bet on.

It is this bias that kept investors from buying gold. (2/n)

#investors #equity #stockmarket #gold

A confluence of unprecedented events in 2022 weakened asset prices across all markets. (1/n)

#assetallocation #investing #personalfinance #throwback #thread The Fed’s pivot to a less aggressive monetary policy is likely to set the tone for the markets in 2023. (2/n)

#FED #FederalReserve #monetarypolicy

A look at India Vs the Rest of the world!

A Thread!

#india #economy #globaleconomy #inflation

(1/n) India is emerging as one of the relatively better-off economies in the post-COVID world.

#indianeconomy

(2/n)

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 Will recession hit India? How will it be different from past recessions that our country has faced?

Let’s look at some data points.

(2/8)

#recession #india #economy

The banking sector has been an underperformer since COVID. What makes it so interesting now? (1/8)

#bankingsector #COVID19 #investing The banking sector is the backbone of our economy. The health of our banks has always played a major role in our economic growth journey. (2/8)

#india #economy #banks

Infrastructure as a Theme

A Thread!

#stockmarket #investing #infrastructure #infrastocks

1/19 To understand the infrastructure cycle, we go back in time and look at our previous super Capex cycle, which started from 2003 to 2012

#capex #Markets

2/19

Banking Sector!

A Thread.

#Banks #PublicBanks #PrivateBanks

(1/7) Performance of Bank credit in last decade. Affected due to slowdown in industrial credit towards the second half of the decade.
#Bank #Credit #GDP

(2/7)