sunil damania

3K posts

sunil damania

@sunildamania

CIO-Marketsmojo and Consulting Editor at Business India.Pure long term equity investor. Views are personal

Mumbai Katılım Ocak 2010

155 Takip Edilen3.3K Takipçiler

sunil damania@sunildamania·2 Nis

What returns have FIIs generated in Indian markets since 1993? The answer may surprise you—an XIRR of around 12–13%. If well-resourced FPIs, are delivering in this range, it’s worth asking—can retail investors consistently expect significantly higher returns?

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sunil damania@sunildamania·1 Nis

Till FY2024, FPIs had invested ₹11.48 lakh crore in Indian equities. However, over the last two financial years (FY25 &FY26), they withdrew a significant ₹3.07 lakh crore—nearly 27%. The hope now is that the new financial year brings a revival in inflows.

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sunil damania@sunildamania·28 Mar

Over the past 21 months, India’s market cap has effectively remained stagnant. Despite steady flow of IPOs, overall market cap today is lower than it was in June 2024—underscoring the frustration among equity Investors. June 2024: ₹440 lakh crore, March 2026: ₹420 lakh crore

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sunil damania@sunildamania·27 Mar

Addiction to social media is a real and growing concern. One way to manage it is by setting a daily limit—one hour per app. Such discipline should apply to everyone. Excessive social media use is increasingly linked to reduced productivity, mental & Physical health challenges.

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sunil damania@sunildamania·25 Mar

March 2026 is turning out to be the worst ever month in terms of FPI selling with outflow of Rs 1.12 lac crore- much higher than March 2020 when Covid hit us.

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sunil damania@sunildamania·4 Mar

Market sentiment is fragile. Noise is elevated. But volatility is not risk- BUT YOUR EMOTIONS. In my latest blog, I outline a structured framework to navigate this VUCA phase and position portfolios with discipline rather than emotion. marketsmojo.com/blog/mojo-excl…

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sunil damania@sunildamania·3 Mar

Holi reminds us that seasons change — and so do circumstances. Even as tensions rise in parts of the world, let us hold on to hope. No storm lasts forever. Just as spring follows winter, calmer days will return. This Holi, let’s embrace every colour of life. Happy Holi.

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sunil damania@sunildamania·17 Şub

This also shows how safe is Mumbai.

Harsh Goenka@hvgoenka

Seeing President Macron running on the streets of Mumbai, two things stand out: 1. No visible convoy, minimal security, just blending into the city and doing his thing. 2. The fitness level. Leadership needs stamina as public life is demanding. And think of our politicians 🙈!

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sunil damania@sunildamania·14 Şub

This Valentine’s Day, remember Market volatility is temporary… But true love for quality stocks is long term. Corrections may shake prices, but conviction holds portfolios together. Stay committed. Stay patient. Because real wealth — like real love is built over time. ❤️📈

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sunil damania@sunildamania·11 Şub

@raghav_chadha I am happy that you picked up my suggestion in RS debate on Budget. This is need of the hour and hope FM listen to this suggestion.

sunil damania@sunildamania

Budget could link the income tax rebate to inflation through the Cost of Inflation Index. For example, if trailing 12-month inflation is 6%, the income tax rebate for the following year would increase by 6%. This would bring greater predictability and consistency.

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sunil damania@sunildamania·10 Şub

The two most common elements in the equity market are a lack of patience and a lack of strategy.

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sunil damania@sunildamania·9 Şub

China’s gold buying is slowing. Jan 2025: 5 tonnes Jan 2026 : just 1.24 tonnes High prices seem to be forcing central banks to ease off. No surprise gold is turning volatile.

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sunil damania@sunildamania·30 Oca

My wish list on Capital Gains Tax on Equity- Holding period of less than 1 year: Taxed as per the applicable IT slab, 1–2 years: 15%, 2–3 years: 12.5%, 3–4 years: 10%, 4–5 years: 5%, Beyond 5 years: Nil. This graded tax structure would incentivise long-term equity ownership.

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sunil damania@sunildamania·26 Oca

Proud of our Constitution. Proud of our democracy. Proud to be Indian. Happy Republic Day 🇮🇳

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sunil damania@sunildamania·18 Oca

An interesting FPI pattern: heavy selling in one year is often followed by strong buying in the next. But will history repeat in 2026? FPIs are already net sellers by ~₹22,000 crore this year. Worth watching closely.

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sunil damania@sunildamania·15 Oca

I’ve done my bit by exercising my franchise. It’s time for every Mumbaikar to step out and vote.

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sunil damania@sunildamania·9 Oca

Some hard facts about the Indian equity market: India’s total market cap was at ₹475 lakh crore in Sept 2024 & currently ₹467 lakh crore. During the period, IPOs have added ₹15 lakh crore to market cap. The stress in market is not adequately reflected in the headline indices.

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sunil damania@sunildamania·7 Oca

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sunil damania@sunildamania·1 Oca

2025 proved to be a challenging year for equity investors. As we step into 2026, we are hopeful that the year ahead brings greater stability, stronger opportunities, and many reasons for investors to cheer. Wishing you a healthy, prosperous, and rewarding New Year.

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sunil damania@sunildamania·25 Ara

I don’t want much for Christmas. I just want the person reading this to be healthy, Happy, and loved. Merry Christmas.

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Keşfet

@raghav_chadha @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA @nikifrancismediavine