RT @amitgupta0310: A few months ago, if markets were told that there would be 25bps rate cut, 50bps CRR cut, one trillion tax concessions t…

Status of NFOs launched in 2024. Data as of 10th Feb, 2025. Only for Illustration purposes. Should not be considered as an investment advice. Data Source - Advisorkhoj

The hardest thing in life is to learn which bridge to cross and which to burn. - Bertrand Russell True for investing also.

SEBI bans company after "absurdities" uncovered, $1 share purchase of NRI investor soars to $329 million! SEBI acted quickly after being alerted to the company's oddities by an article titled “Mystery of A Zero Revenue Company With Rs. 5500 Crore Market Valuation” published in NDTV Profit on February 3, 2025. As the SEBI order stated, a quick check showed that "something was amiss" in the share-price movement.

Perfect answer especially in a cyclical industry.

Did you know that India is the biggest export market for California almonds as of 2023 as per the Almond Board of California? And that was for three consecutive years despite being at a tariff disadvantage to countries like Australia. There could be over 30 items coming from the US that could see lower tariffs, apart from the high-end bikes and could include high-end cars and solar cells. Positive for India.

#AKGweeklycharts - Edition 150

Mera desh badal raha hain 😂

Bitcoin really is proof that you don’t have to be right to make money. Everything bitcoin people have ever predicted it would do has been wrong…except the price going up @awealthofcs

REC: Co's Growth Is Coming From Transmission Interview of Vivek Kumar Dewangan, CMD, Distribution, Generation & Renewable Energy Projects. #FCnotes (1) loan disbursements were the highest-ever in Q3 (2) 9m Spread has improved by 12bps (3) Co's Growth Is Coming From Transmission, Distribution, Generation & Renewable Energy Projects No reco. See full disclosures here:

Government is right in rejecting this demand of giving PSBs a haircut on their debt. The whole farce of MTNL should be closed immediately to save more taxpayers money.

Make in India for wind power (and renewables) should have happened much before. It's better late than never for the 500 GW target in 2030

RT @amitgupta0310: All investors have their unique investment style which is outcome of their experience, preferences and personal choices.…

Summary of financial markets from last week here.. Indian equities continued to swing in a narrow range before managing to end the week with some gains. Some encouraging results and RBI repo rate cut led Bank Nifty to outperform the benchmark Nifty 50. Otherwise, reversing the trend of the previous week, Pharma, Metals and IT Services were the top performing sectors, while consumers, realty and PSU Banks were notable underperformers. Volumes were below average, and implied volatility also subsided further. Market breadth remained poor. FPIs remained net sellers. INR had one of the worst weeks in many years. Indian currency declined against most of the global currencies, with USDINR recording its lowest ever levels. Benchmark bond yields were mostly stable despite RBI cutting rates. Long end yields remained elevated. Overnight rates were lower as RBI kept liquidity conditions better. Global commodities had another mixed week. Precious metals and industrial metals were higher, while energy prices were lower. Gold, Copper, and Wheat were notable gainers; while Crude oil and Coal, were top losers. Volatility in commodity prices was higher as uncertainty over trade war remained high. The risk rally in the global markets weakened further, with US Equities, Crypto, JPY and crude prices eased further. Precious metals and Bonds were higher. Chinese Equities, Gold and US Treasuries were notable gainers, while Japanese Equities, Crude Oil and Bitcoin were notable losers.

#AKGweekendreadings

Empirical evidence indicates that there has been a material rise in young new investors in the past four year (Post Covid). Since, the stock prices have risen sharply in this period, without witnessing any substantial correction, most of these investors lack experience to weather the market down cycles. The sharp fall in stock prices in a matter of three months, accompanied with negative news flow (specially about incessant FPI selling) might be making these investors excessively jittery. While the current market conditions appear like the fall season, the spring may not be far away. It is important that the investor do not become disheartened and prepare for the coming spring.  These investors should know that time is on their side to achieve financial goals. Once restructuring of portfolios is done, a new path towards working towards the financial objectives can be started. If you do not prepare your garden before the spring sets in, there is a good chance of missing the bounty next season would have to offer!

While the mutual fund investments, especially through systematic investment (SIP) method, have been much talked about, empirical evidence indicates that retail investors have materially increased allocation to direct equity investment. For the context, the retail ownership of listed Indian equity is ~23%, all time high. The data on shareholding pattern of various companies indicate that most of retail capital allocation has happened to the popular themes like government capex (defense, railways, roads), clean energy (solar, wind, biofuels), and new commerce (modern retail, ecommerce, platforms, fintech, etc.). Several IPOs and NFOs from these sectors witnessed phenomenal retail interest, even post listing at huge premiums. The correction in the prices of these stocks has been brutal (40-75% from recent highs). The worst part is that this damage could be permanent, as the bubble in valuation is bursting.

“The Four Questions?” “As put forth by Mettleheim: How did this happen? How could this happen? Is it exceptional? How will it be avoided in the future?” ― Colson Whitehead, The Intuitionist

@Intrinsic_cycle Why is it still trading in 3-digits?

RT @invest_mutual: Glad to see this happening.