Big news! India is included in the JP Morgan Emerging Markets Bond Index, can attract up to $40 billion in inflows. This is a game-changer for the Indian bond market.
Thread 🇮🇳
Over the last 20 years, India's foreign exchange reserves have grown from $38 billion in 2003 to over $600 billion in 2023. This inclusion will further bolster these reserves.
Jan 31, 2022 • 36 tweets • 10 min read
🇮🇳 Economic Survey for 2021-22 released.
👇Detailed thread of 440 page survey.!🧵
Some very interesting data points 📚
RT for reach🗣️
> Indian economy is expected to witness real GDP
expansion of 9.2% in 2021-22.
> Agriculture and allied sectors have been the least impacted by the pandemic and the sector is expected to grow by 3.9%
> GVA of Industry (including mining and
construction) will rise by 11.8%.
Next time if you see any fund manager speak in public forum about ROE, profit, margins, pls boycott them.
No doubt why 85% MF in India don't beat Index.
@Raamdeo has extensively spoken on QGLP where G is growth in EARNINGS and 'sustained' ROE. How did MOSL apply for this IPO. L stands for longevity of competitive advantage. Where is the moat? If anyone offers higher discounts, people will jump to that.
Have principles changed?
May 22, 2021 • 14 tweets • 2 min read
*STRONG MONOPOLIES* :
*IRCTC* 100% Market share in Rail Network.
*IEX* > 90% market share in power trading.
*Zydus wellness* > 90% market share in sugar free product.
*Eicher motors* > 85% market share in 250cc bikes category.
*MCX* >85% market share in commodity trading.
*Coal India* >80% market share in coal production in India.
*ITC* >75% market share in cigarettes.
*Honda Siel* >75% in portable power generators.
*Hindustan Zinc* >75% market share in primary zinc industry.
Mar 8, 2021 • 20 tweets • 3 min read
Everyone speaks about when to buy a stock. Hardly anyone speaks on when to "Sell".
Thread on when to sell a stock🧵
1) Repeated Corporate Governance issues - Exit a stock if there is news of repeated CG issues popping up every now and then. It takes a mountain to change a bad management. Better opportunities always exists.
Apr 18, 2020 • 8 tweets • 3 min read
There is a lot of sync between Ramayan characters and real life Investors. Like -
1) Vibhishan - That type of investor who knows early on, that he is with 'wrong stock' , realizes his mistake and switches quickly (like moving from ADAG to Mukesh group early on)
2) Laxman - 'Hyper active' investor who is ready to sell with a small move (both up and down). Saved by fellow learned investors and ends up making money!
3) Hanuman - Brave investor. Takes ample risk in "asset allocation". Keeps chanting company name at every forum.
Jun 22, 2019 • 7 tweets • 3 min read
*List of HERO TO ZERO Stocks* 1. Reliance Infra - 2500 > 42.70 2. Rel Capital - 2924 > 62 3. Rel Power - 430 > 4.15 4. R COM - 800 > 1.45 5. R NAVAL - 117 > 3 6. DHFL - 690 > 62.90 7. Jet Airways - 883 > 33 8. Jain Irrigation - 264 > 25 9. PC jewellers - 600 > 45 #Hariom10. Vakrangee - 515 > 31 11. Suzlon - 400 > 3.35 12. Kwality - 225> 2.45 13. JP Associates - 339 > 2.70 14. JP Power - 140 > 1.90 15. JP Infra - 100 > 1.60 16. manpasand beverages - 500 > 28 17. Central Bank - 210 > 22 18. J&K Bank - 176 > 34.70
Thanks to @VijayKedia1 sir. Blog after a long time. "Trading is more harmful than smoking". Let me know your trading experience.
Btw, I have been bankrupt twice cos of trading.!
In pursuit to financial independence, you have to fight against your own self. If you are able to control your mindset and get the right style of investing, you will be comfortably placed. Repeating same mistakes again will only kill you.
