Lifelong stock market learnerš
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| Helping others invest better via https://t.co/y9KcpPsUZT
| Empowering you to take control of your investmentsstocksified.comJoined September 2023
šØ @chokhani_manish Manish Chokani calls this a āMassive Global Reset.ā
Hereās what it means for global markets & India š
1. AI mania is lifting global tech.
Investors āstarved for growthā are chasing Nvidia, Microsoft, Amazon & others. US Big 6 profits ā $500B (vs Nifty 500ā¦
Why Foreign Investors Are Avoiding India (Even When They Shouldnāt Be) š§µ
India has delivered on every economic front ā growth, profits, policy stability, and currency control.
But foreign capital has been flowing out, not in.
Letās explore this puzzling disconnect š
From GDPā¦
š Mastering EBITDA: The Investorās Lens on Operational Performance
If youāre in finance, business, or investingāunderstanding EBITDA is essential. Hereās a crisp explainer to sharpen your financial toolkit š
š¼ What Does EBITDA Really Stand For?
Itās an acronym for:
ā”ļøā¦
šš Inside Indiaās Markets: Where to Find Real Growth in a Range-Bound Rally
Watched a great interview by the man himself @hirenved on what the Market Outlook looks like, Macros and the opportunities in the market
I have summarized it for you all to have a pretty interestingā¦
Just watched a masterclass on investing by Prof. Sanjay Bakshi ā one of the most insightful minds in the Indian investing ecosystem.
Here are the best takeaways š
Prof. Bakshiās philosophy blends value investing with multi-disciplinary thinking.
Drawing from psychology,ā¦
RBI surprises markets with a bold 50 bps repo rate cut in its June MPC meet šš
The 3rd consecutive cut and the first such a big move in a decade.
Hereās a detailed thread on the policy + key data points and market takeaways
The policy repo rate was reduced by 50 bps toā¦
š Indiaās Investment Story and Market Dynamics
@rndx1 Head of India Equity Research and Strategist at Morgan Stanley
Indiaās Macro Resilience:
Contrary to the belief that India is a consensus trade, Ritham argues foreign portfolio investors (FPIs) are significantlyā¦
Result season got over today.
Here are best results for YoY PAT growth >100%
Allied Blenders- 3362%
MB Agro Products- 932%
Aether Industries- 839%
Australian Premium Solar- 734%
AWFIS Space- 700%
Paradeep Phosph.- 644%
Jindal Drilling- 577%
ASM Technologies- 551%
TCC Concept-ā¦
š¢ Indiaās GDP Accelerates in FY24, Outperforming Global Averages š
šø Real GDP Growth:
- Estimated at 8.2%, significantly higher than FY 2022-23ās 7.0%.
- Nominal GDP grew by 9.6%, slower than 14.2% in FY 2022-23.
- Real GDP at constant (2011-12) prices: ā¹173.82 lakh crore.ā¦
š Glenmark Pharmaceuticals FY25 Performance: A Snapshot of Growth & Resilience š
š Financial Highlights (FY25 vs FY24):
Consolidated Revenue: ā¹1,33,217 Mn (+12.8% YoY) ā driven by strong growth in India (+31.9% YoY) and Europe (+17.6% YoY), while North America faced a 2.5%ā¦
Jubilant Pharmova: Valuation Reset in Motion with Strong Upside Potential
Jubilant Pharmova is a global pharmaceuticals company focused on the following segments:
šRadiopharmaceuticals
šAllergy Immunotherapy
šCDMO Sterile Injectables
šCRDMO (Drug Discovery and CDMO APIs)ā¦
What can Indian investors learn from Warren Buffett?
Romesh Damani the man himself breaks it down beautifully. in an interview on @NDTVProfitIndia Moneywise with @alexandermats
This post is on timeless investing lessons, mistakes, and mindset from Sir Warren Buffet whichā¦
Investing Implications Amid Global Macro Shifts
Was listening to an interview from @hirenved with - on Macro shifts that are happening and how an investor should view this.
š 1. Global Context: Tectonic Macro Shifts
- The world is facing unprecedented macroeconomicā¦
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#Moneyš°
#Investingšµ
#Compoundingšæ
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#Finance š¶
Student of markets since 2001,
Some multibaggers, many lessons, always learning.
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