FUNDA FOR STOCKS ری ٹویٹ کیا
FUNDA FOR STOCKS
238 posts
FUNDA FOR STOCKS
@FUNDAFORSTOCKS
WEALTH BUILDING , FUNDAMENTAL ANALYSIS , LONG TERM INVESTING, TECHNO-FUNDA || NOT SEBI REGISTERED ||
شامل ہوئے Ekim 2024
156 فالونگ266 فالوورز
RT @finkarmaIN: 🚀 Mega Thread: Indian CRDMOs – The Next Pharma Frontier 🇮🇳💊
By @FUNDAFORSTOCKS
🧵 1⃣ What are CRDMOs?
🔬 Contract Researc…
English
FUNDA FOR STOCKS ری ٹویٹ کیا
🧵 A detailed breakdown of IndiGo’s ambitious growth roadmap, financial health, strategic plans from their latest investor presentation:
By @FUNDAFORSTOCKS
✈️ IndiGo Investor Presentation Highlights (March 2025)
English
FUNDA FOR STOCKS ری ٹویٹ کیا
🧵 THREAD: Market FALL? Trump, Tariffs, Currency & CHINA – A Deep Economic Analysis 📉🌎
By @FUNDAFORSTOCKS
🚨 The global economy is shifting rapidly! This thread breaks down the key issues affecting markets today:
✅ Trump’s trade policies & tariffs
✅ Inflation & interest rates
✅ Financial markets vs. real economy
✅ Emerging market struggles
✅ China’s overproduction crisis
A MUST-READ 🧵👇
English
FUNDA FOR STOCKS ری ٹویٹ کیا
🚨 Vinati Organics 🚨
⚠️Not a BUY/SELL Advice⚠️
A deep dive into Vinati Organics and what’s driving its growth by @FUNDAFORSTOCKS 📈🧵👇
#VinatiOrganics #Investing #StockMarket
English
UPL- walking the talk.
Improvement in EBITDA.
Finkarma@finkarmaIN
This Agrochemical company aims to achieve 50% growth in EBITDA. By @FUNDAFORSTOCKS 🧵Let's dive into the thread 👇
English
@microcp2mltibgr Mcap to GDP
x.com/finkarmaIN/sta…
Finkarma@finkarmaIN
Let's do a weather check! Let's check the "Market cap to GDP Ratio" AKA "The Buffet Indicator". By @FUNDAFORSTOCKS -Market Cap = ₹425.73 Lakh Crores -GDP(24-25) = ₹324.11 Lakh Crores (First Advance Estimates) Market Cap to GDP = 1.31x
English
If marketcap rises further than this ratio will go to 149% and we will be the most expensive market in the world and retail investors will keep asking
"Why are FIIs continuously selling???"
So conclusion is
2022- flat to neg returns
2023- Solid returns
2024- Super solid returns
2025- Flat to neg returns
And the cycle continues again from 2026 for solid returns
Please don't expect returns this year, har saal party nhi hoti hai, else markets will crash very bad, enjoy and accept this correction to have better opportunity and good returns in 2026-27. The only way out is GDP has to grow and markets have to correct to match valuation for the next big rally.
Zafar Shaikh@InvesysCapital
India's historical average #MarketCap to #GDP ratio is approximately 95%. In December 2007, this ratio briefly crossed 150%. In September 2024, we once again breached this 150% level after 17 yrs Currently: Market Cap: ~₹418 lakh crore FY 2023-24 GDP: ~₹295 lakh crore FY 2024-25 GDP estimate: ~₹325 lakh crore Even after the recent correction, the Market Cap to GDP ratio stands at 128%. Assuming a 10% nominal GDP growth and market levels remaining unchanged, it would take around three years for the ratio to revert to its historical average. This post is reality check to moderate returns expectation going forward at Index level It's Stock Pickers market going forward
English
@InvesysCapital Mcap to GDP
x.com/finkarmaIN/sta…
Finkarma@finkarmaIN
Let's do a weather check! Let's check the "Market cap to GDP Ratio" AKA "The Buffet Indicator". By @FUNDAFORSTOCKS -Market Cap = ₹425.73 Lakh Crores -GDP(24-25) = ₹324.11 Lakh Crores (First Advance Estimates) Market Cap to GDP = 1.31x
English
India's historical average #MarketCap to #GDP ratio is approximately 95%.
In December 2007, this ratio briefly crossed 150%.
In September 2024, we once again breached this 150% level after 17 yrs
Currently:
Market Cap: ~₹418 lakh crore
FY 2023-24 GDP: ~₹295 lakh crore
FY 2024-25 GDP estimate: ~₹325 lakh crore
Even after the recent correction, the Market Cap to GDP ratio stands at 128%.
Assuming a 10% nominal GDP growth and market levels remaining unchanged, it would take around three years for the ratio to revert to its historical average.
This post is reality check to moderate returns expectation going forward at Index level
It's Stock Pickers market going forward
English
