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A SEBI registered investment advisory firm that follows the principles of value investing to achieve long term wealth creation.
Oct 13 8 tweets 6 min read
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)
Aug 26 8 tweets 7 min read
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
May 16 8 tweets 6 min read
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
Feb 7 19 tweets 11 min read
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
Dec 11, 2021 7 tweets 5 min read
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) Image
Dec 1, 2021 11 tweets 7 min read
The IPO Hype!

A Thread.

#IPO #StockMarket #investing #strategy

1/11 IPOs have been all the rage this year. We’ve seen 98 IPOs from January 2021 till date. Are they worth this hype? Let’s take a closer look.

#IPO #IPOUpdate

2/11
Nov 13, 2021 14 tweets 11 min read
Why gold should be the asset to focus on for the next few years?

#gold #investing #wealthcreation

A Thread!

1/13 M2 which is a broad measure of money supply, has grown 81% in the last 7yrs to nearly $20Trn. An increase in the supply of money typically lowers interest rates, which generates more investment and puts more money in the hands of consumers. Hence stimulating spending.

#gold
2/13
Jan 28, 2021 7 tweets 4 min read
You are constantly making #financial decisions. Are you making the best possible ones? What can a #financialadvisor do for you?
Jan 7, 2021 9 tweets 4 min read
Let’s talk about the pitfalls of past performance, when credit risk works, and beating #inflation in #retirement. Which #mutualfunds did well last year? One year Mutual Fund return...
Dec 16, 2020 4 tweets 2 min read
The new wage rules come into effect in April 2021. In this thread, we break down
•How this could impact you
•How a financial adviser can help
The government is seeking feedback on these rules and is yet to publish the final rules.

#newwagecode What: Basic component of #salary to be at least 50%
Impact for Individuals: Contribution to #PF increases, Take home reduces.
Impact for Corporates: Employee costs go up
Dec 9, 2020 5 tweets 4 min read
We're at the crossroads of a new year and an evolving #market context☦️📈
So, what's the most powerful thing you can do today? Review your #investments - objectively!
We've done this for 100 + people with great results. We're going to talk about one of them.

Watch our video to know more about ithought's Investment Review Engagement:
Dec 4, 2020 6 tweets 2 min read
No surprises in today's #RBIPolicy
✅Key rates unchanged
✅Accommodative stance continues
✅Inflation an area of concern
✅Growth: green shoots visible
✅Bond markets will see deeper participation Policy rates:
- Repo: 4.00%
- Reverse Repo: 3.35%
- MSF: 4.25%
- Bank Rate: 4.25%

Policy stance:
Remains accommodative into next financial year

Policy Tools:
Will continue to use OMO, TLTRO, and Operation Twists to manage yields

#reporate #InterestRates
Nov 20, 2020 8 tweets 5 min read
Why don’t you use #AI?

#fintech #advisors When to book profits in #investments?
Nov 13, 2020 11 tweets 3 min read
FM Announcement
#Atmanirbhar Rozgar Yojana
 • EPFO registered companies incentivized to hire freshers or those who have lost their jobs from Mar-Sep
 • CG to contribute EPF on behalf of employees for the next 2 years where wages <15,000.on behalf of employers if <1000 employees Emergency Credit Limit Guarantee Scheme
 • Extended to stressed sectors per KV Kamat report
 • Outstanding debt 50-500 Crores, to any sized company as long as account was not NPA pre #covid
 • 20% extra borrowing to be repaid over 5 years. 1 year #moratorium
Nov 9, 2020 5 tweets 3 min read
Working with a competent investment adviser could help you find the right risk-reward. We see value in selective credit and medium term strategies: ithought.co.in/fixed-income-o…

#rbipolicy #FixedIncome Looking for an #investment adviser? We’ll let our clients speak for us. DM to schedule an appointment with our team.
Oct 13, 2020 13 tweets 8 min read
Should #NRIs based out of Singapore and the US #invest in India now? Should we #invest now or wait until the #USElections2020 are over?
Sep 7, 2020 6 tweets 4 min read
What are the best channels to #invest in if I want monthly #returns? What can we teach #children about #financialindependence?
Sep 7, 2020 25 tweets 14 min read
#Assetallocation changes as you near retirement. What if your equity #investments are stuck in a phase where the markets are battered? Can I share #income by creating a trust?
Feb 6, 2020 10 tweets 3 min read
Direct tax proposes a new optional #tax regime optional for taxpayers.
Under the new tax regime – tax rates are as follows
Up to 5 lakhs – 0%
5 lakhs to 7.5 Lakhs – 10%
7.5 Lakhs to 10 Lakhs – 15%
10 Lakhs – 12.5 Lakhs – 20%
12.5 Lakhs to 15 Lakhs – 25%
More than 15 Lakhs – 30% DDT has been removed. #DDT will be taxed in the hands of individuals at their slab rate. With DDT scrapping, govt lets go of Rs 25,000 crore revenue.
Jan 8, 2020 8 tweets 3 min read
When someone says the word #SIP, most of us associate it with equity #mutualfunds. But did you know that SIPs are possible in the fixed income asset class as well? #Debt SIPs can be one of the most useful ways to meet your short term goals, recurring goals, and asset allocation needs.