Ajaya Sharma
@Ajaya_buddy
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Lifelong student of Mr Market. Ex- Senior Editor-Markets, Anchor- ET NOW, ET NOW स्वदेश
Mumbai- Lucknow
Joined February 2014
If you enjoy studying biz models, you are in love w/ stock markets, get engrossed in co presentations & Annual Reports. Want to meet mgmts & promoters across sectors & learn. Adfactors is Hiring for various roles in cap markets practice. Write to- shwetha.harshwal@adfactorspr.com.
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Constellation of ⭐stars, #Dandiya in Baroda am told largest Garba festivities, over a lac people dancing in such amazing precision, Outstanding!!
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Indian banking system's balance sheets are the cleanest i have seen in almost 50-years.- KV Kamat IEC 2022.
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One of my mentors told me a very nice thing during our regular chats. Don't prepare the road for your child. Prepare your child for any road. #Parenting.
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I have been in this hall the experience was magical , beyond words . .
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Murphy's law on markets: Smallest position in your portfolio rallies most, biggest position in your portfolio tests your patience longest. would you agree? ;).
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My seven year old boy telling me today. Pa the next time Zomato guy comes to deliver please give him 50bucks extra. he is being so brave and servicing us even in Covid times.
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सुप्रभात . That's a wonderful headline to start your day with specially coming from @McKinsey
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Hail the Retail Investor !! March SIP data hits fresh all-time-high of 12328cr vs 11438cr . @amfiindia.
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[RTRS] - INDIA GEOLOGICAL SURVEY: FOUND LITHIUM DEPOSIT IN JAMMU & KASHMIR FOR THE FIRST TIME IN INDIA.
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Nikunj to RJ: Are you disappointed with pharma stocks? RJ: Am not disappointed with pharma but am disappointed with my own judgement & bets I took on some of the pharma stocks. .
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ITC Group's earning from foreign exchange in FY'21 up 29% at Rs 5,934 cr, on the back higher exports of agri-commodities: Annual Report.
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Wow Retail Investor. in this market !!!! ?? SIP at 8641cr for March . new record levels !!!?? Shaken but not stirred . sign of investor maturity I would say. .
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Real Estate Sector is ready for another super cycle: Chris Wood.
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Traders see about 5%, investors care see 5x, founders / promoters see 500x . Perspective changes your vision efforts actions everything. .
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Those who laughed at SIP investors in correction, at 11,005cr/nov SIP all-time-high see who is standing tall, investors Bought the fall, there is a new informed class of investors emerging across India who understands equities & it's long term benefits 🤗👏 cheers to y'all guys!.
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EPFO investment in equities may be hiked to 25% from the existing 15%: Report.
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There is a silent pandemic unfolding out there . homes, markets, planes, everywhere . kids using phones disproportionately higher than they should. mums giving phones to infants, teenagers rightfully upgrading to way expensive models . school going kids-hours on phone. scary.
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Shilpbuilding in focus !! Adani eye foray . Yards in China , Korea Japan booked till 2028
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[RTRS] - TATA POWER COMPANY - JOINS HANDS WITH HPCL TO SET UP EV CHARGING STATIONS AT ITS PETROL PUMPS ACROSS COUNTRY.
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Monthly SIPs crossing 9000cr is quite a feat, the Indian investor is truely realising the power of equity, & disciplined investing, this balances out the Robinhooders in a nice way, people mocked they will run away in corrections but they stood strong even last 2 challenging yrs.
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Amazing, this guy should be rewarded. What confidence. We need more such people. Firm and determined.
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Sensex at 100000 is achievable. Says Chris Wood of Jefferies. Assuming 15% EPS growth is on trend. In my view carefully crafted individual portfolios could do evn better. make the most of this earnings cycle guys think 3-5 years read, research, dig & be patient, let mkt do rest.
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As I wind up my over 15-Yr enriching journey at ET NOW, I’d like to thank my colleagues current & past for the fun we had. Well wishers in mkt MDs , CEOs, CFOs, IR/PRs, Fund Mgrs & Analysts for all their support. Big thanks for a great learning experience 🙏.
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Chandra says Air India will be financial fit & tech AI backed. Vistara says will ramp up workforce to 5000. Jet has appointed new CEO, Air India has a new CEO, RJ says Aksa will be profitable in 1st year. Indigo mgmt changes. So much news flow in Aviation in a week.
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*INDIA FINANCE MINISTER SITHARAMAN SAYS IN PARLIAMENT REPLY.*INDIA STOCKS DRIVEN BY EXPECTATIONS OF FUTURE ECO GROWTH: FM.
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FIIs buy 14,000cr worth of Indian stock in 1st week of Aug. vs 5000cr buy in entire July, where they turned net buyers after 9-months of brutal selling. .
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RIL's 10% upmove in 2-days is teaching an important.lesson to newbies- stock market returns are lumpy- 80% of the move will come in 20% of trading sessions- try timing at your own peril, or at least keep a good part of portfolio in mkt always, or repent if you miss best days.
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'At 21' I bought my first mutual fund (Franklin India Blue-chip NAV was at 26 bucks) from the proceeds of my giving tuitions to neighborhood kids & part-time accountant role at a pharma wholesaler. Current NAV 650. #lessons #startearly #compounding.
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Upstox says over 70% of 2 mnn new customers first-time investors: PTI.
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i think in 30-40yrs of an average investing life. it takes about 10yrs to learn how to arrive upon good investable cos. the next 10yrs to master how not to chase. & buy only at valns comfortable to you. once tht half journey is done the remaining is when you enjoy the fruits. .
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Morgan Stanley ups Sensex target for December 2021 to 50,000 !!.
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Tata Chem in talks to buy out UK based EV company in battery business : Mint.
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Superb Whassap share this morning. Couldnt help but to share, i follow some of them & strive to follow the remaining.
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Maruti says semiconductor issues seems improving, Tata Motors had already indicated that matter should start getting resolved in H2 . market starting to price it in now . .
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Portfolio value hitting the 1cr mark first time may take 7-8 yrs, subsequent cr half the time & then half the time that's how the snowball effect takes place, just stay in the game, make non fatal errors in your investing process. Stay focused.
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TVS Motor Company acquires Switzerland’s largest e-bike player -Swiss E-Mobility Group AG (SEMG).
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Next 3-5 years. OMG. Stars ⭐are aligning. Next 6-8 years wealth effect can be greater than last few decades in my view. .
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Vacation time starts. Next 2 weeks no markets. Only highways, food,friends & family, enjoying the the winters in smaller towns of Rajasthan, Gujarat, NCR, UP. And full masti. Bye guys. See you soon. Will share observations through the way.
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L&T announces foray into Green Hydrogen in JV with Renew Power, sees revenue of $ 2 Bn in 2-3 years #GreenEnergy.
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Sandeep Tandon, Quant AMC (52K cr equity AUM) tells us: Retail is not only becoming larger in the market but they are getting smarter. Its naive to think they still sell at bottom & buy at top. Last two days of market fall flows into AMC are double of avg flows. Point to ponder.
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India Feb composite PMI at 57.3; highest since Oct 2020 . India Feb services PMI at 55.3; highest since Feb 2020.
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Breaking News !! Kudos to Retail Investors. Monthly SIP data cross 20K cr for the First time, April SIP comes in at 20371 . this comes in at a time when FII holdings slip to 11-year low, & DIIs are about to takeover FIIs in shareholding terms. Strong domestic liquidity trends.
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A very big HNI investor yest told me, we dont find multi-baggers its the multi-baggers that find us, we just think too much of ourselves. (it could be blessings of well-wishers/ elders or plain luck or karma). Humility is the hallmark of successful investors i feel.
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RELIANCE INDUSTRIES BUYS STAKE IN ROBOTICS STARTUP ADDVERB.
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#Chemicals you must have in your portfolio even of you not bullish on decadal chemical theme, my chemicals club friends would agree with me I guess @unseenvalue @PrasadWakchaure @punitbansal14 @drprashantmish6
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Namaskara from Bangalore !!(chilling with brother-in -law, kicking off new projects. Please shower blessings🙏)
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RIL Results this time on April 22nd, which is a Monday, they rarely declare results on any other day than Friday, this time it coincides with Mr Musks India visit, amidst reports that some tie-up could be brewing. lets see. .
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Goldman Sach: Upgrades India’s 2022 GDP growth outlook to 9.1% yoy vs.previous estimate of 7.3%, led by a strong Covid-19 vaccination.
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RBI Guv to hold closed door meetings this week in Singapore with FIIs & Senior Fund officials & discuss economy, rate trajectory , soft landing :- ET.
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Nifty (indicative) cud easily rise 60-70% or double next 4-5yrs, carefully crafted portfolios wud rise multifold, make it count guys this is serious business, this will lead you to fulfill your dreams, & much more, freedom. scores of outstanding cos doing amazing work, find them.
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Luxury brands are going ballistic in India, earlier I highlighted Diagio India commentary now this. Rado says Diwali month was best on record . Strong wealth effect playing out.
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Did you know? (Even I didn't till recently) India turned net exporter of chemicals after a gap of at least 10 years in FY20 #windsofchange.
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ET NOW my longest hold. On our 13th Anniversary. This Newsroom. Hugely Grateful to my Mentors, Well wishers & Contributors. Secret. Keep the faith. Focus on bigger picture. Play long games w/long term oriented people. Keep the hustle on. Avoid energy drainers. #StayBullish Cheers
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HDFC Bank nets 2.5 lakh new customers through instant account opening in lockdown. Mumbai, Jun 7 (PTI).
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Feb 13th: Lamborghini India says: Sold out for rest of the year. Feb 6th: Audi India says : Aim to treble sales in 2-yrs. Jan 25th: Porsche India record best ever sales on record. #LuxuryCarsSales.
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Rise of the Indian #retail investor. monthly SIP flows at 10300 cr, isn't that amazing guys . yes it's boring , wealth creation appears slow, costs nibble into returns, but solves biggest issues for most indian households, inflation, goal based investing, financial discipline.
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Carlyle $500mn block in SBI Cards today marks one of the best exits in recent times . about 10x returns in a matter of 4 years is pretty neat. .
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ET: HDFC Life looks to buy Exide Life for 5000cr, (the stock was mighty excited yesterday when ET NOW broke the story of preff issue to an investor to raise USD 1 Bn , board meet today).
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In the market the valuations change when either the story teller changes or the story listener changes . (heard this nice one from a market friend).
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Zoom out guys. Market is just doing exactly wht it's supposed to, nothing extraordinary. Dip 10-15% few times in 1-2yrs, 20-25% a little more rarely over 50% once a decade. Reign in yr activity if you are a momentum trader, rest keep yr SIPs on otherwise, investors chillax.
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Aug SIP clocks yet another 'RECORD HIGH' of 12694cr !! this is just not a retail investor flocking phenomenon anymore, its a Indian saver diversifying its basket of $500bn phenomenon (Indian saver comprising of occupations stuck in gold, realty FD etc). chalo good . march on. .
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60% of stocks in NSE 500 are now below their 200-DMA, this was last seen in covid times. just saying.
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(PTI) IDFC FIRST Bank offers 4x annual CTC, salary continuation for 2 yrs to corona affected employees' families: MD.
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Next Shiv Nadars, Azim Premji and Narayan Murthys will come from contract manufacturing in pharma and chemicals & specialty chemicals companies sectors - need to find and bet on the right mgmts. - Nilesh Shah, Kotak AMC.
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Greetings from London Heathrow !! 2-weeks of chilling w/ family & friends & of course squeezing in some meetings with/ investors & asset allocators operating out of here for Market Gupshup. Will share insights.
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India can grow at 10% next 10-20 years. - Deloitte India Head: Romil Shetty.
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People movement: Devraj Lahiri, ex MD of VST has joined Tobacco division of ITC as COO.
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Tata Motors to foray into CNG segment with Tiago. ( after displacing Hyundai for its 2nd spot. it seems to be training its guns at the leader . in PVs.
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INDIABULLS REAL ESTATE LTD - SAMEER GEHLAUT TO LEAVE OFFICE OF NON-EXECUTIVE DIRECTOR & CHAIRMAN - Reuters News.
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PM Modi at Ghaktkopar . several of my market friends had positioned themselves right in time to attend the roadshow…
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Indore would clearly be the cleanest city I have seen so far, what amazing implementation of Swach Bharat programme. dustbins every 100mts, spotless clean roads. Locals say it's all becoz of Malini Guad, Mayor of Indore. Sets an example. @BJP4India @SwachhBharatGov.
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We are in a Cinderella time" This is the Sweetest credit cycle i have seen in many years - Uday Kotak to ET (today) . Seeing the best macro opportunity I have seen in my 37-yrs of career - ICICI Bank's Sandeep Bakshi ( at the Analyst Day ).
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Prashant Jain to set up Cat 3 AIF soon, sets up office at Worli - FE.
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The great Indian marriage: Over 25 lakh weddings expected to generate ₹3 lakh cr in just one month, says CAIT the ripple effect of this would amazing. .
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Studying the Multi billion dollar #HomeImprovement theme #Morbi meeting sanitary & tile manufacturers & exporters. Clients from dozens of countries. Will share notes. On ground observations
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Maine toh Bola hi tha. restarts in the market after a gap of almost 2 years. ye stock Bola tha , Woh stock Bola tha. Dekho Kitna chal Gaya. mein Kitna mahan hoon. .
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Diageo India citing sharp surge in HNI & UHNI universe in India as good volume drivers for premium whiskey !! USL Solid results days high of 900+ even in such weak markets . .
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Isn’t GDP backward looking data? Lots of high frequency indicators and Q2 results already captured this slowdown . Some.Of those readings have started reversing . Need to watch Manufacturing & services PMI readings along w/ other high frequency data closely from here on . .
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Now this is some news that market will sit up and take notice of, 3 of most respected market observers being taken as part of Govt economic advisory , be rest assured markets & economic issues will reach the top office now .
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Redbull sales has surged from about 35 cr to 2000cr in last 8-years (industry inputs from ground) #justsaying.
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Capex boom making India stocks look inexpensive. Investment/ GDP ratio can surge to 36% from current 31% in next 5-yrs. Corp profits can grow 25% CAGR next 5-yrs . Top bets: Cap goods, engineering, Construction. MS Note.
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Biggest Monthly buying in almost two decades !! Almost every day 4000cr on avg looks like FOMO among foreigners though appears very bullish actually makes me nervous, hope I am wrong. historically biggest flows come near toppish zones, lowest flows near bottoms, screaming data.
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Jan SIP stands at fresh all-time-high of 11516cr, chew this. 5th month in a row SIP flows sustain above 10k cr. Shift towards financial assets continues. .
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Oh Twaddi !!. FIIs net sold 8295.2 cr worth shares on Feb 26 (prov). DIIs net bought 1499.7 cr worth shares on Feb 26.
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The real small/ midcap lovers of potential multi-baggers dont like Bull markets . they actually long for crashes & long bear phases . its in those times that the bruised investor hands over their positions in droves at no impact cost, real accumulation happens at low price. .
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Just Now: SBI Chairman Khara to ET NOW - Not worried about our exposure to the Adani Group, assets of adani group under exposure have been generating adequate cash flows. .
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Bombay HC orders CBI probe against state Home Minister Anil Deshmukh.
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