Why is it unbelievable?
Shiv Aroor@ShivAroor
Sushmita Dev all set to join the BJP. Has just met Himanta Biswa Sarma. Unbelievable.
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Hemanth
92.8K posts
Hemanth
@hemuhere
SRT fanboy, proud Indian, equity investor, compulsive contrarian . All opinions are personal and stock discussions are for educational purposes only !!.
Hyderabad. Присоединился Eylül 2009
5.6K Подписки1.1K Подписчики
@Iamsamirarora @BaluGorade I myself personally know of at least 10 folks who are at 15% XIRR on SIPs even after 2 yrs of less returns. Asking retailers to stay away from equities is a totally poor advice
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It was never Retail investors model to worry about what FIIs will do when they (retail) do their SIPs and still they are being criticized.
Retail did their job exceptionally well in investing in liquid mutual fund/stock market investments which post tax did better than keeping money in FDs and this is even after 2 years of poor performance of the market.
Advising retail to focus on illiquid, non transparent, high transaction cost, large ticket price "real estate" investment is poor advice indeed.
Balu Gorade@BaluGorade
Shankar Sharma on Indian IT: People criticize them for not building AI. But that was never their model. They are service companies, and they've done that job exceptionally well. If they're expected to do everything, what are the other 150 cr Indians doing? 😂 (NDTV Profit)
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Shankar Sharma on retail investors:
“Equity markets are meant for big boys and professionals, they’re not meant for Mr. Joe on the street (retail investors).”
“Best you can make 10-12%, those days are also in the hindsight. Add taxes on that and you cannot even beat FD returns.”
“I have never advised my relatives or friends or even my own sister to invest in equity directly and today they thank me.” 😅
- src: NDTV Profit. June 2026
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The kind of hype Japanese market was in during 1989 - we are nowhere near that so first our bull market needs to reach such levels before getting stuck.
Abhiram@NiftyRam72
Japan’s Nikkei 225 hit 38,915 on 29 December 1989, and it took Nikkei 225 to break that level a staggering 34 years to break its all time high. Is Nifty the next to be struck in a range like that? If yes, are the retailers gonna “continue” the SIPs until they make the foresaid “wealth” ? I don’t think so. Share your thoughts.
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@MaxMinMan Indeed!!, I was going to cult fit which is 1.5 km from home, stuck in traffic and returned home after 20 min :-)
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FCNR deposits may bring in $30-40B by September but we have half a billion dollars of outflows as a minimum daily from the markets, so while this one along with removing LTCG on FII bond investments are good but not enough. My guess is this is prelude to some concessions on equities on LTCG front..
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Oh the clown says equity investing is not for retailers and they should not even invest in mutual funds. Everyone who did an SIP over 5-10 years consistently in decent funds made 15% XIRR definitely and he wants the entire financialisation theme to be wiped out?. Not sure why he gets a platform on national TV
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The Nifty 50 is down over 10% in six months and most Flexicap funds are in the red.
MRG Capital's PMS is up 4.4% on the year and has compounded at 18.4% over three. Our AIF, just past its first anniversary, is up 8.7% since inception, while the Nifty is down 6.3%.
No unnecessary churn. No FOMO. No theme of the month.
Just conviction in what we own and patience for it to compound.
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Brilliant and balanced as usual from Akash Prakash. 3 massive IPOs at the peak of earnings cycle in AI plays coming up with a combined valuation of $4T. The level of euphoria is something no one has ever seen. On the contrary everyone is pessimistic about Indian markets, is that a contra signal?
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LIC is controlling lakhs of crores of public money - risk assessment processes have to be flawless even if it means they miss out on few good companies. Also these days there is so much information available in public domain, can’t believe they couldn’t see through the fraudulent games of Rajesh Exports.
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Yeah but that is a really weak defence. LIC the only DII entity that invested in Rajesh Exports. What due diligence have they done?
Sumit Mehrotra@SumitResearch
LIC Top Holdings in Value 1) RIL: 1.14 Lk Cr 2) SBI: 78,842 Cr 3) L&T: 66,000 Cr 4) ITC: 55,500 Cr 5) HDFC Bank: 46,000 Cr 6) ICICI Bank: 40,000 Cr 7) IDBI Bank: 38,000 Cr 8) ONGC: 34,000 Cr 9) Coal India: 32,000 Cr 10) Axis Bank: 31,000 Cr 11) Adani Port: 27,500 Cr 12) Kotak Bank 24,500 Cr 13) Sun Pharma: 22,500 Cr Rajesh Export Total Investment: 300 Cr फिर भी इतना हंगामा ?
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