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@InvestRepeat Foreign Investors don't like to invest in closed economies where there is no democracy, they can freeze your funds and do whatever they like.
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Nagarjuna Y
2.5K posts
Nagarjuna Y
@MyselfAArjun
Investor, Market Enthusiast, Global Trends Tracker | Deep dives into US & international markets | Based in India | No advice, Just Analysis.
India Tham gia Ağustos 2013
296 Đang theo dõi324 Người theo dõi
Munir has left Tehran.
Still no deal.
Sara Massoumi@SaraMassoumi
فرمانده ارتش و وزیر کشور پاکستان، تهران را ترک کردند ارتشبد عاصم منیر پس از سفر یک روزه به تهران و دیدار با مسعود پزشکیان، محمد باقر قالیباف، سید عباس عراقچی، با همراهی سید محسن نقوی، وزیر کشور پاکستان که از هفته گذشته در تهران به سر میبرد، تهران را ترک کردند/ایرنا
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@clashreport Looks like deal not done, Trump may start striking.
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Pakistan’s Army Chief Asim Munir left Tehran after meetings with Iranian officials.
Clash Report@clashreport
Pakistan's Army Chief Field Marshal Asim Munir met with Iranian Parliament Speaker Mohammad Bagher Ghalibaf in Tehran.
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@Sutta_Beedi @vini546 But still, I don't think nifty can reach 30k by 2027 EOY, until crude and currency issues get resolved.
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@Sutta_Beedi @vini546 In CC growth IT EPS growing at 1-2% or negative in some individual cases, the fund manager can change their view or take a swing trade.
Even if you exclude IT, Nifty50 last 10 quarter eps growth between 1-5%, Hope is on Nominal GDP likely to improve with inflation coming back.
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మిగిలిన May నెల SIP నెక్స్ట్ week deploy చేసేస్తాను ..
ట్రంప్ తాత ఉండగా అసలు దిగులే లేదు ..
తెలుగు
@Sutta_Beedi @vini546 Nifty eps growth at 6%, IT stagnant which is major contributor after Financials.
How could you expect 32k?
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@vini546 Not immediately but next yr ee time ki damn sure if War stops. Because manaki Nifty 10% ye dip kanpistundi but 3-5years CAGR teeste 30% dip lo undi. Adantha cover cheyali ante market 32K vellali
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@MyselfAArjun In current setup the upper direction is limited
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How many of you are expecting NIFTY at 28k-31k?
multiple events brewing in the world
* Crude oil spike, it will create biggest impact to India
* AI Crash, minimal impact to India
* WALCL print, the generation money making opportunity for India
wait for all 3 sequentially.
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@dhawal20jain Salute to the retailers, Gamblers started frustrating with absorbing capacity even after renteles selling, finally they are writing articles SIP are the reason for non-performing of Indian markets, but what does USA does with 401k? Run behind FII narratives.
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@MyselfAArjun The QE is the driver for Interest Rate spike
QE will be driver for the mega run India will have
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US Interest Rate
Many people are thinking that US will cut rates but look at the chart.
The interest chart is saying something very different for this decade.
It's going to go double digit!
Chart never lies
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@Cryptified_Soul But they don't have any choice, current DXY range will go below 90 once US/Iran war get finished.
To encourage manufacturing and become competitive they have to devalue dollar to certain extend, they can combine it with QE.
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@MyselfAArjun If they make dollar less value it has its own repercussion
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IRAN THREATENED TO TARGET UNDERSEA INTERNET CABLES IN EVENT OF U.S. STRIKES, RAISING FEARS OF MAJOR GLOBAL ECONOMIC AND CONNECTIVITY DISRUPTION
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@ActusDei Didn't last 5, 10 years SIP made money to retailers? They are long term investors not gamblers or hedge fund that run on momentum.
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I wonder what is the threshold for SIP guys? After India underperforms for 3 years? 5 years? 10 years? And who will get back the lost time & opportunity?
atulvora@atulvora
@KhamoshVIVEK @ActusDei Because of these appreciation (rupee depreciation) all foreign returns are looking good. Go back two years are the conclusion will be different
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@Cryptified_Soul 8th pay should improve in hand salary, Nominal GDP likely to improve, Good for markets.
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The third stage
Petrol: ₹0.87 Diesel : ₹0.91
Every inflation is passed on to the consumers
Cryptified Soul (Garima)@Cryptified_Soul
The second stage .90 paise Petrol & Diesel Every inflation is passed on to the consumers
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All about gold investment :
చాలా మంది అడిగారు మీరు పోర్టుఫోలియో diversify చేసుకోండి .. గోల్డ్ / సిల్వర్ ఫండ్స్ లో కానీ ETF's లో కానీ ఇన్వెస్ట్ చెయ్యచ్చు కదా అని ..
ఇప్పటి వరకు ఐతే గోల్డ్ / సిల్వర్ ఫండ్స్ కాని ETf’s లో కానీ చెయ్యలేదు .. COVID తర్వాత SGB’s లో ఇన్వెస్ట్ చేద్దాం అని అనిపించింది కానీ అది కూడా చెయ్యలేదు.
నాకు physical గోల్డ్ / సిల్వర్ ఇన్వెస్ట్మెంట్ అంటే ఇష్టం .. నా ఆఖరి గోల్డ్ ఇన్వెస్ట్మెంట్ సెప్టెంబర్ '2023 (6000/- per gram) ఉన్నప్పుడు 20 గ్రామ్స్ తీసకున్నాను .. అదే నా ఆఖరి ఇన్వెస్ట్మెంట్ ..
ఆ తర్వాత తీసుకోవల్లన కోరిక , తీసుకునే అవకాశం రెండూ రాలేదు ..
But what a massive rally we have witnessed in last 2-3 years 👍👍
తెలుగు
@Iamsamirarora Retailers ALERT:
While fwd looking EPS is lking gud,mid & small cap reported 25% growth.
Now JPM started blaming SIP investors, asking to stop sip.
What did USA did last few decades with 401k,they are selling rentelessly yet SIP not giving up, they are frustrated at this point.
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In separate news,
Jeffries has announced their interest in entering the Indian mutual fund space.
bloomberg.com/news/articles/…
Anurag Singh@anuragsingh_as
Yes. Hell yes. If the markets correct 30%, #FII selling will nearly stop. Thats the extent of overvaluation in markets. Be careful at what price you buy. Sellers always exist. Generations to come will scarcely believe that #SIP enthusiasts did some pretty dumb investing.
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@anuragsingh_as Retailers ALERT:
While fwd looking EPS is lking gud,mid & small cap reported 25% growth.
Now JPM started blaming SIP investors, asking to stop sip.
What did USA did last few decades with 401k,they are selling rentelessly yet SIP not giving up, they are frustrated at this point.
English
Nagarjuna Y@MyselfAArjun
@microcp2mltibgr Retailers ALERT: While fwd looking EPS is lking gud,mid & small cap reported 25% growth. Now JPM started blaming SIP investors, asking to stop sip. What did USA did last few decades with 401k,they are selling rentelessly yet SIP not giving up, they are frustrated at this point.
QME
First publish downgrade reports on India
Doesn’t work , start blaming DIIs, retail and SIP book for currency fall
Basically they are saying - stop sip , let markets fall 20-30% so that they can first make money on Shorts and then can Reenter.. and then u start your SIP..
Wah!!
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@USAmbIndia @SecRubio Better divert to IRAN along with Munir, much work to do there rather than India.
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Just got a call from @SecRubio — he’s taking off for India right now! Excited for this important trip!
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@microcp2mltibgr Retailers ALERT:
While fwd looking EPS is lking gud,mid & small cap reported 25% growth.
Now JPM started blaming SIP investors, asking to stop sip.
What did USA did last few decades with 401k,they are selling rentelessly yet SIP not giving up, they are frustrated at this point.
English
