Naveen
5.9K posts
Naveen
@NAVofNav
Tech professional in BFSI | Investor & learner | Mutual funds, stocks, global business models | Insights on wealth creation, financial planning and markets |
Pune, India Beigetreten Temmuz 2020
928 Folgt14.7K Follower
Where to invest if Forieg investors are not coming back in Indian equity soon?
Balanced allocation to multiple assets is the solution. A good mix of debt, RE, Foriegn equity, Relevant precious metals and most importantly Indian equity (diversification within dometic equity is also important) will create a system that will have the ability to deliver returns across the cycles and sustain any major equity downcycles.
Nithin Kamath@Nithin0dha
Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.
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@JAY927989788341 Volume and aum both will increase with time and hence long term holding power is the key along with conviction on pure hospital and power sectors
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Innovative and thoughtful ETFs by Groww.
The 2 ETFs that appear lucrative to hold for long term are
1. Power ETF
2. Hospital ETF
Groww power etf cmp 10.79
Groww hospital etf cmp 46.3
Both the sectors are set for long term growth in India and in the ETF format the investment vehicle becomes much simpler.
#etf
#groww
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@Ashwin_0109 @vini546 You can buy it like a normal ETF/Stock - codes GROWWPOWER and GROWWHOSPI
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@NAVofNav Yea titan biotech becoming multibagger !!! Any view at this stage !!
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Here's summary of my latest 10 "Right valuation and right time stocks"
These are all high quality companies and available at decent valuations.
These 10 companies are primarily from small cap universe with a few from mid/large cap.
Please study the companies before investing.
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Don't get over excited or under excited by short term moves of the market, just stay balanced by investing in various asset classes and within equity invest in companies that you really understand and are fully convinced on for a long term view.
Many fundamentally strong companies are at levels from where they can show great performance in medium to long term to catch up on their valuations commensurate to their growth.
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Ikea in Pune
Visited Ikea Pune on a Saturday afternoon. 100s of people queued up to just enter the store and average wait time was 20 to 30 minutes. There was a lot of interest, people exploring the store and products. It appears that IKEA as a concept is having a huge fanfollowing in young Indians. Many families were also visiting the store.
P.S. Pune store is much smaller than the one in Navi Mumbai but still gives a good glimpse of the concept. The cafeteria in Pune was not even comparable to that of large format IKEA stores, had a very limited menu.
#ikea
#ikeapune
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Naveen retweetet
Most often we don’t know what will happen in next few quarters or years
Hence, being guided by history is more precious
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Naveen retweetet
Some times it’s just fun to bash professional managers… let’s not distract ourselves with data…. 2 years of NIL returns on Nifty… what have mutual funds across various categories done…now compare with all indices, stock baskets and dispersion or range of outcomes across stocks that retail investors end up owning…
source: linkedin.com/posts/sandeep-…
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This is an absolute necessity. Diversification is truly an all season investing. Do not just rely on just one asset class and try to diversify within the asset class as well.
Nithin Kamath@Nithin0dha
No one can predict which asset class will do well. For 99% of people, the best thing to do is diversify and stay invested during the good times and the bad.
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Hdfc bank is currently available at a great price. Around 800, it is a great opportunity to accumulate and superb returns can be expected in next 2-3 years time frame.
Shail Bhatnagar@shail_bhatnagar
Seasoned investors bought into a rare early morning dip on HDFC BANK after its Chairman resigned, late Wednesday night, citing events in the bank which were not in sync with his ethics. HDFC BANK's board said it upheld all governance standards. However, the stock surged.
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@NAVofNav Sir any more update on list. I think we can buy now in dip. Any more value stock which can be added.
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I keep studying a lot of companies across market caps especially those from small and smaller midcap space. In the current Indian market scenario there so many good companies across market cap, available at great prices (you are literally spoilt for choices).
If I have to pick just 12 companies at this stage to invest in 2026: the so called '2026 Investing List'- then my list would look like this.....
The key criteria is fundamentals - quality, valuation, profit and sales growth, efficiency, generally consistent results and performance, management walking the talk, and for some very small companies the potential of business growth at a relatively faster pace.
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Don't chase last year's winners. Consistency in the long term is the key.
ET Money@ETMONEY
Many schemes from Motilal Oswal Mutual Fund dominated charts in 2024. Across categories, they were ranked #1. Then came 2025… and the same funds slipped to near the bottom. This raises a SERIOUS question 👇 Should you chase last year’s top funds? A 🧵
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Multi Asset Allocation Funds
Ankush Prajapati@Mf360WW
Day 68 – Multi Asset Allocation Funds Diversification across equity, debt & gold in a single fund. Key insights: • Highest 1Y return: 27.36% • Highest 5Y return: 26.73% • Largest AUM: ₹80.77K Cr • AUM growth leader: ₹2.76K Cr • Kotak Mahindra Bank added by 25/33 funds A structured approach to multi-asset diversification. Telegram: t.me/+MVCmKWU5l6BiY… #MutualFunds #AssetAllocation #PortfolioStrategy #Investing
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