Investor & Author - The Thoughtful Investor; https://t.co/G30O8apzmG Co-Founder, Partner Basant Maheshwari Wealth Advisers LLP SEBI Regd Portfolio Manager.
It’s now clear that between a vaccine and liquidity our markets are settling for liquidity. #DowJones #Nifty
The developed nation talks about economic recovery and millions of jobs added. The under-developed speak about kilograms of free ration distributed. We deserve what we get. #nifty50
Ouch ! That’s 50% more than India’s per capita income. IF (and here’s the most important ‘IF’) we reach 5 trillion dollars in GDP chaar trillion toh remdesivir le legi.... ab Kya Kare ? Babaji ki sau rupiya wali dawai hi theek thi...... #coronavirus
When markets rise experts say ‘liquidity’ when they fall they say ‘second wave’; if they fall more then ‘economy’ if they rise again - ‘price discounting worst’ if they rise sharply - ‘vaccine coming’. There is always a reason but after the price move. #stocks #DowJones #Nifty
Investors look at fundamentals for buying a stock but stocks look at liquidity before going up. Ab kya kare ? #Nifty #DowJones
Bank Nifty, Vodafone Idea, Indusind Bank, IDFC First Bank all started rallying from almost the same day - May 21,2020 while other relevant and bigger players started adding huge OI positions. What’s happening in at Delhi today ? #banknifty #SupremeCourt
It’s been happening for years. The Retailer sells at the absolute bottom once the news has been discounted (in the price) to the foreigners who start buying at the lows. The pre-Covid and post Covid data is worrying. The retail is losing and already out of the game. #Nifty
Fed Nirbhar America ! On a serious note those guys know how to pull out an economy from getting into quick sand. We can only ‘clap’ 👏 for them. #Atmanirbhar #Nifty
The biggest trait of a leader whether in business, politics or even investing is to know what you don’t know. The biggest miseries of nations and humanity arises when leaders who don’t know, don’t know that they don’t know. #nifty50
The struggle in US isn’t about a ‘V’ or a ‘U’ shaped recovery. It’s more about a ’V’ with a ‘I’. But we are doing fine the gunpowder is ready but we will save that for another crisis ! #nifty50 #Atmanirbhar
An interesting game is evolving in the derivatives space. The FIIs are sucking everything out from the domestic retail. Foreigners are going long and the retail is selling. Let’s see where it ends. #TheThoughtfulInvestor #nifty50
The #nifty50 which is headed up tells you nothing about the economy but that there are a handful of #AtmaNirbhar companies in India that will do well irrespective of what happens to the economy.#AtmaNirbharBharat
A Bank whose capital adequacy (CAR) equals it’s net NPA is effectively bankrupt. Some with this ‘deadly’ set up and a few nearing that still trade on the bourses. Don’t know how ? #EconomicCrisis #atmanirbhar
Swiggy, Zomato, Ola & Uber were the few job creators over the past few years. The services sector is retrenching and the #MSMEs are suffering as the #MigrantLabour walks back the situation is terribly grim. India faces its worst economic crisis ever. #atmanirbhar #EconomicCrisis
Today your ability to sit at home isn’t determined by your networth but by the percentage of illiquid assets (factory, property, stock, receivables) you’ve accumulated on borrowed funds. As EMIs + interest accumulate people have two options a)Work or b)Go bankrupt. #atmanirbhar
Instead of opening up the coal mines (long process) why not privatise Coal India? We could have got a huge one time amount - immediately.Else the private sector will do the same to Coal India what the telecom players did to BSNL and MTNL - move to Zero. #atmanirbhar #20LakhCrore
Kyu ki har corporates Gareeb ko naukri deti hai. Aur es paise se uske bachche padh ke’#atmanirbhar bante hai. Uska ghar 500 pm ke DBT se nahi chal sakta.Let’s get away from this socialist mindset. Remember most rich entrepreneurs started poor. #20LakhCrorePackage #EconomicCrisis
Let’s wait - still better than letting the economy roll off a 3000 ft mountain cliff? Its a fidayeen attack on the bears.Big shorts in Nifty mostly Financials.This time the shorts (incl people in cash) will panic. Plus investors are overweight defensives & underweight sensitives.
Center has no cash, states are going bankrupt, @ArvindKejriwal says he has no money to pay salaries - even @capt_amarinder How can private sector pay if States can’t? Are we going back to 1991? As Indians we wake up each day with new hopes. How long? #LockdownEnd #EconomicCrisis
Certain measures by the @RBI don’t need cash. And they don’t impact the fiscal deficit also. For example, get the CRR to zero. This will create more liquidity at zero cost. Why should RBI make money from banks? Have we saved any bank of bankruptcy just by having a 3% CRR.