Had a good detailed presentation, i just want to know that when the Mutual fund, SIP , LIC etc., so called DII have loads of public money they automatically pump in the money whenever the FII sells and whenever the FII is pumps in the money the DII does the same. This graphs seems to be continuing for a long time and even today, then who do we except a drastic correction in Indian market. Please show some light on this.
Sir and sirs. Your information is a must for every individual, your way of speaking English should be legible for a video. Yours is as if you are speaking at a class room. Kindly make your speaking language legible to others. Thank you.
Amazing insights Sashwath and Anand Sir. Learnt so many things especially about Howard Mark's graph and Warren's play with stocks & bonds based on the interest rate cycles. Keeping sharing these insights
The problem with stock markets is the data’s can be manipulated by the big players , media houses favouring the government by revising estimates & expectations. History of USA for the past 50 years have shown us that initial rate cuts are always bullish for the stock market. The real problem of massive rate cuts is earning downgrade , asset quality worsening & junk bond spreads widening which currently the market is clearly ignoring .Also if data is being manipulated rate cuts may again bring in price shocks because excess froth is driving the markets higher. Take away message is clear fomo is what driving these markets & it can be irrational till the reality kicks in .
Do you think it’s a good idea to start investing in the Nasdaq 100 gradually now? With interest rates, upcoming elections, and the new 12.5% tax on foreign funds, it seems like a favorable time.
Sir, the problem right now in US, according to renowned Economists here, it's not the last week's low numbers in payrolls data but the rate at which this has gained momentum, I.e., 4.0 and above for the last 3 months. Then it becomes hard to stop the recession and the Fed would be too late to stop it. They didn't end up in a recession in 2023 due to the abundant immigrants they had from Mexico. Now, that may not be the case anymore. Let's see...
In 2 months holiday shopping session is going to start. Obviously every year during November December retail/restaurant/ hotel/tourism companies hire people. Untill Trump becomes president, market is going to go up and down. After that next 4 years it will keep on rising. By making jokes trump will stop all wars and world will become pieceful place😀
Great combo after a long time ❤
Hi Sashwath, it's a great pleasure to learn about the market from you, keep going 👍
Vanakkam ayya...
Had a good detailed presentation, i just want to know that when the Mutual fund, SIP , LIC etc., so called DII have loads of public money they automatically pump in the money whenever the FII sells and whenever the FII is pumps in the money the DII does the same. This graphs seems to be continuing for a long time and even today, then who do we except a drastic correction in Indian market. Please show some light on this.
Thank you sir ❤❤❤
Sir and sirs. Your information is a must for every individual, your way of speaking English should be legible for a video. Yours is as if you are speaking at a class room. Kindly make your speaking language legible to others. Thank you.
Amazing insights Sashwath and Anand Sir. Learnt so many things especially about Howard Mark's graph and Warren's play with stocks & bonds based on the interest rate cycles. Keeping sharing these insights
Government National Savings Certificates
The problem with stock markets is the data’s can be manipulated by the big players , media houses favouring the government by revising estimates & expectations. History of USA for the past 50 years have shown us that initial rate cuts are always bullish for the stock market. The real problem of massive rate cuts is earning downgrade , asset quality worsening & junk bond spreads widening which currently the market is clearly ignoring .Also if data is being manipulated rate cuts may again bring in price shocks because excess froth is driving the markets higher. Take away message is clear fomo is what driving these markets & it can be irrational till the reality kicks in .
Do you think it’s a good idea to start investing in the Nasdaq 100 gradually now? With interest rates, upcoming elections, and the new 12.5% tax on foreign funds, it seems like a favorable time.
I started investing in ICICI NASDAQ 100 Index it's better invest through mutual fund start now
I had invested when nasdaq 100 was 12000 during Ukraine war. If Trump wins there may be further corrections
Please talk about intel
Now best bond sir
Good one
Hello sir one doubt, Is bond is similar to FD?
Similar to FD. But riskier than FD
Superb 🤩🤩🤩...
Sir, the problem right now in US, according to renowned Economists here, it's not the last week's low numbers in payrolls data but the rate at which this has gained momentum, I.e., 4.0 and above for the last 3 months. Then it becomes hard to stop the recession and the Fed would be too late to stop it. They didn't end up in a recession in 2023 due to the abundant immigrants they had from Mexico. Now, that may not be the case anymore. Let's see...
Sir can we consider tata motor now ?
Yes
Yes dvr
Buy in multiple of 10 dvr tata motor for arbitrage benefit
If america stock market decides they can even make Warren Buffett to file bankruptcies😀it is all part of gambling😀
Gold also going low
In 2 months holiday shopping session is going to start. Obviously every year during November December retail/restaurant/ hotel/tourism companies hire people. Untill Trump becomes president, market is going to go up and down. After that next 4 years it will keep on rising. By making jokes trump will stop all wars and world will become pieceful place😀