Raj
1.3K posts







@TheTradeScout The biggest difference is that last time Nifty was leading the charge. This time, it doesn't seem interested. Without Nifty participating, I'd remain cautious. Nifty needs to take the lead, otherwise, I'm not convinced this liquidity is sustainable. just my few cents.









CAN THIS REPEAT? 🙀 The objective of this post is to spread awareness & set realistic expectations for the times ahead. I'm not scaring you, but preparing you mentally because a long consolidation period will come eventually, and everyone will have to deal with it including me.

Among active funds, Adani is mostly held by arbitrage or similar funds (which hedge it away). Exception is Quant Mutual Fund which has about 8% assets in Adani companies and has risen to the top of the charts. Story by @jashkriplani, @Abhinavkaul and me. livemint.com/money/personal…






LLOYDSENGG Now


















