It's day 5️⃣ of the month which means it's time for a new edition of #DSPNetra Stay ahead of the curve with the latest insights on economic trends with Netra. Read the thread below or download: dspim.co/NetOct24

This is a must read book This is the first book on investing across asset classes & with Indian context Written by a practitioner and one of the finest money manager I have worked with and learnt from maneesh dangi

These are various data points our team has shared over last few quarters with facts on the temperature of markets - flows - reasons It would help you decide how should you position risks in your portfolios

The first slide by Buffett in a presentation Audience : richest Americans

A framework Stay put or be agile for better returns Source : The Snowball

S&P 500 PB & RoE 1999 : 5 & 15% 2006 : 2.8 & 16% 2008 (crisis) : 2 & 11.7% 2021 (after Covid) : 4.73 & 16.1% 2025 (Sep) : 5.6 & 15.7% Roes, Growth, Valuations all can fluctuate (rise as well as fall). So can returns.

S&P 500 PB & RoE 1999 : 5 & 15% 2008 (crisis) : 2 & 11.7% 2025 (Sep) : 5.6 & 15.7%

Returns borrowed from the future are like sugar rush, thrilling for a quarter, exhausting for a decade.

Kalpen Parekh full section

We publish The Transcript every 3 months Out of 1000s of conference calls every quarter, our team distills few points which are topical & can help you understand trends better The best investors don’t just read numbers, they also read between the lines Give your one hour

Which fund house?

Your quest to find value may benefit from more stamps than just Indian ones. Hence, choose borderless Value Funds.

A simple way to build an enduring borderless portfolio

DSPNetra October 2025 edition has a section on Gold & Silver 1. How To Value Gold & Silver 2. How To Approach Gold & Silver 3. Gold Bull Market Faces It’s First Hurdle? Stay tuned for some hard-hitting data & trends.

Kalpen Parekh My new study room poster 😃

Where do you invest your money is a great question to ask all of us who talk about telling others where to invest their money

When the hot country was India 🇮🇳, I liked this design When the hot country was 🇺🇸, I liked this design When the hot country today is 🇨🇳, I like this design