
Niharika Jain
@niharikajain01
CA | Amateur Investor | Aequitas Investments | Slowly is sometimes the fastest way to get to where you want to be
ID: 1240943133988253696
20-03-2020 10:08:14
61 Tweet
372 Followers
159 Following

๐๐ฒ๐พ๐๐ถ๐๐ฎ๐' ๐๐ฎ๐๐ฒ๐๐ ๐ก๐ฒ๐๐๐น๐ฒ๐๐๐ฒ๐ฟ ๐ While Oct'24 witnessed the highest ever selling by FII in Indian equity, what other ๐ฆ๐ถ๐ด๐ป๐ ๐ผ๐ณ ๐ฆ๐น๐ผ๐๐ฑ๐ผ๐๐ป you must make a note of, ๐๐ผ ๐๐๐ฎ๐ ๐ฎ๐ต๐ฒ๐ฎ๐ฑ? ๐ Special section on market commentaries





๐ข ๐๐ฒ๐ฏ ๐ฎ๐ฌ๐ฎ๐ฐ: Siddhartha raised serious questions about the ๐๐๐๐๐ฎ๐ถ๐ป๐ฎ๐ฏ๐ถ๐น๐ถ๐๐ ๐ผ๐ณ ๐๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป๐ in Indian markets. ๐ข ๐๐๐ด ๐ฎ๐ฌ๐ฎ๐ฐ: Aequitas in their Monthly Newsletter, warned of clear ๐๐ถ๐ด๐ป๐ ๐ผ๐ณ ๐ฎ ๐๐น๐ผ๐๐ฑ๐ผ๐๐ป across sectors & economy. ๐ข



A new currency of political power is emerging โ welfare promises and Freebies. Are we building a social safety net or a trap of economic dependency? The math as we see, is sobering. Read on. ๐ง๐ต๐ฒ ๐ฟ๐ฒ๐ฎ๐น ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป ๐ถ๐: Are we securing the future or mortgaging it? The


๐ ๐ฌ๐ผ๐๐ฟ ๐๐ฒ๐ฏ๐ฟ๐๐ฎ๐ฟ๐ ๐ก๐ฒ๐๐๐น๐ฒ๐๐๐ฒ๐ฟ ๐ถ๐ ๐ต๐ฒ๐ฟ๐ฒ! ๐๐ฒ๐พ๐๐ถ๐๐ฎ๐ ๐ก๐ฒ๐๐๐น๐ฒ๐๐๐ฒ๐ฟ: ๐ง๐ผ๐ฝ ๐๐ผ๐๐ป & ๐๐ผ๐๐๐ผ๐บ ๐จ๐ฝ, ๐๐ฒ๐ฏ'๐ฎ๐ฑ. ๐ธ What's the ๐๐ผ๐น๐ฑ๐ฒ๐ป ๐ข๐ฝ๐ฝ๐ผ๐ฟ๐๐๐ป๐ถ๐๐ in ๐ผฬถฬถฬถ๐ฬถฬถฬถ๐ฬถฬถฬถ๐ฬถฬถฬถ๐พฬถฬถฬถ๐ฬถฬถฬถ๐ฬถฬถฬถ any market? ๐ธ ๐ง๐ต๐ฒ ๐๐ถ๐ด ๐๐ผ๐


๐๐ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐๐ผ๐น๐ฎ๐๐ถ๐น๐ถ๐๐ ๐บ๐ฎ๐ธ๐ถ๐ป๐ด ๐ฎ๐๐๐ฒ๐ ๐ฎ๐น๐น๐ผ๐ฐ๐ฎ๐๐ถ๐ผ๐ป ๐ฑ๐ถ๐ณ๐ณ๐ถ๐ฐ๐๐น๐? ๐ช๐ต๐ฒ๐ป๐ฒ๐๐ฒ๐ฟ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐ป๐ฐ๐ฒ๐ฟ๐๐ฎ๐ถ๐ป๐๐ ๐น๐ผ๐ผ๐บ๐, ๐ผ๐ป๐ฒ ๐ฎ๐๐๐ฒ๐ ๐๐ต๐ถ๐ป๐ฒ๐ย ๐๐ต๐ฒย ๐ฏ๐ฟ๐ถ๐ด๐ต๐๐ฒ๐๐. Read our conclusion article on Gold: A


๐ช๐ฒ ๐ฎ๐๐ธ๐ฒ๐ฑ ๐ ๐ฟ. ๐๐๐น๐ฑ๐ถ๐ฝ ๐ฆ๐ถ๐ป๐ด๐ต ๐ฅ๐ฎ๐๐ต๐ฒ๐ฒ, ๐๐ต๐ฒ '๐๐ฟ๐ฎ๐ธ๐ฒ ๐๐ถ๐ป๐ด ๐ผ๐ณ ๐๐ป๐ฑ๐ถ๐ฎ,' ๐๐ต๐ฎ๐ ๐ถ๐ป๐๐ฝ๐ถ๐ฟ๐ฒ๐ฑ ๐ต๐ถ๐บ ๐๐ผ ๐๐๐ฎ๐ฟ๐ ๐ต๐ถ๐ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ท๐ผ๐๐ฟ๐ป๐ฒ๐ ๐๐ถ๐๐ต ๐๐ฒ๐พ๐๐ถ๐๐ฎ๐ ๐ถ๐ป ๐ฎ๐ฌ๐ญ๐ฏ. ๐๐ถ๐ ๐ฎ๐ป๐๐๐ฒ๐ฟ? โ Ethics โ

Strong minds, bold moves, and endless inspiration โ that's how #WomenOfAequitas roll at Aequitas! ๐ซ๐ผ๐โโ From their focus on continuous learning to teaching us a thing or two every day (with a few โI told you soโs of course!), these brilliant women make our team as strong as

๐๐ฒ๐พ๐๐ถ๐๐ฎ๐ ๐ก๐ฒ๐๐๐น๐ฒ๐๐๐ฒ๐ฟ: ๐ง๐ผ๐ฝ ๐๐ผ๐๐ป & ๐๐ผ๐๐๐ผ๐บ ๐จ๐ฝ, ๐ ๐ฎ๐ฟ๐ฐ๐ต'๐ฎ๐ฑ ๐ฒ๐ฑ๐ถ๐๐ถ๐ผ๐ป ๐ถ๐ ๐น๐ถ๐๐ฒ! ๐๐ป Amidst the uncontrollable in this VUCA world, letโs focus on the controllable - by staying informed & ahead of the curve! Subscribe & ๐ด๐ฒ๐ ๐ถ๐


๐๐๐ฒ๐พ๐๐ถ๐๐ฎ๐ ๐ ๐ฎ๐ฟ๐ฐ๐ตโ๐ฎ๐ฑ ๐ก๐ฒ๐๐๐น๐ฒ๐๐๐ฒ๐ฟ: ๐ง๐ผ๐ฝ-๐๐ผ๐๐ป & ๐๐ผ๐๐๐ผ๐บ-๐จ๐ฝ! ๐ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ ๐ฎ๐๐ต๐ฒ๐บ: How far have key sectors fallen from their peaks amidst capital market turmoil? ๐ ๐ค๐๐ถ๐ฐ๐ธ๐๐ผ๐บ๐บ๐ฒ๐ฟ๐ฐ๐ฒ ๐๐๐ฟ๐ป๐ผ๐๐: Are they burning cash faster


๐ก๐ ๐จ๐จ๐ ๐๐จ๐ซ ๐ญ๐ก๐จ๐ฎ๐ ๐ก๐ญ ๐จ๐ซ ๐๐ข๐ญ๐-๐ฌ๐ข๐ณ๐๐ ๐ฆ๐๐ซ๐ค๐๐ญ ๐ข๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ, ๐จ๐ฎ๐ซ ๐๐๐ฐ๐ฌ๐ฅ๐๐ญ๐ญ๐๐ซ ๐๐๐ฉ๐ญ๐ฎ๐ซ๐๐ฌ ๐ข๐ญ ๐๐ฅ๐ฅ. ๐ ๐๐ก๐๐ญ ๐ญ๐จ ๐๐ฑ๐ฉ๐๐๐ญ? From domestic market updates to international trends; from capital markets to industry-specific


๐ง๐ฎ๐ฟ๐ถ๐ณ๐ณ ๐ช๐ฎ๐ฟ: ๐ช๐ต๐ฒ๐ป ๐ต๐ถ๐๐๐ผ๐ฟ๐ ๐ฒ๐ฐ๐ต๐ผ๐ฒ๐, ๐ฑ๐ถ๐๐ฎ๐๐๐ฒ๐ฟ ๐ผ๐ณ๐๐ฒ๐ป ๐ณ๐ผ๐น๐น๐ผ๐๐. Aggressive tariffs in the 1930s led to a trade war that worsened the Great Depression. Now, Trumpโs bold tariff move stirs the same perilโread on to learn the cautionary tale.


๐ฌ๐ผ๐๐ฟ ๐๐ฉ๐ซ๐ข๐ฅ ๐ก๐ฒ๐๐๐น๐ฒ๐๐๐ฒ๐ฟ ๐ถ๐ ๐ต๐ฒ๐ฟ๐ฒ! ๐๐ฒ๐พ๐๐ถ๐๐ฎ๐ ๐ก๐ฒ๐๐๐น๐ฒ๐๐๐ฒ๐ฟ: ๐ง๐ผ๐ฝ ๐๐ผ๐๐ป & ๐๐ผ๐๐๐ผ๐บ ๐จ๐ฝ Exclusive Insights, Delivered! ๐๐ซ๐ข๐ฌ๐ฉ. ๐๐ฎ๐ซ๐๐ญ๐๐. ๐๐ฆ๐ฉ๐๐๐ญ๐๐ฎ๐ฅ! Get it straight to your mailboxย beforeย the rest. ๐๐ฅ๐ข๐๐ค ๐ญ๐จ


๐๐๐๐๐ถ๐ป๐ด ๐ ๐๐๐ต๐: โ๐๐ฟ๐ฒ ๐ฌ๐ผ๐ ๐๐ต๐ฎ๐๐ถ๐ป๐ด ๐ฅ๐ฒ๐๐๐ฟ๐ป๐ ๐ผ๐ฟ ๐๐ต๐ฒ ๐ก๐ฒ๐ ๐ ๐๐ฟ๐ฒ๐ฎ๐๐ฒ๐ฟ ๐๐ผ๐ผ๐น?โ With 10โyear GโSec postโtax yields at 4.7% and Niftyโs implied earnings yield at just 4% (even lower in small and midโcaps), ๐ถ๐โ๐ ๐๐ถ๐บ๐ฒ ๐๐ผ ๐ฎ๐๐ธ: have


Introducing โGlobal Bargains, Local Premiums: Breaking down Valuations. Beyond the Buzz.โ ๐ข๐๐ฟ ๐ป๐ฒ๐ ๐๐ฒ๐ฟ๐ถ๐ฒ๐ ๐๐๐ฟ๐ถ๐ฝ๐ ๐ฎ๐๐ฎ๐ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ป๐ผ๐ถ๐๐ฒ ๐๐ผ ๐ฟ๐ฒ๐๐ฒ๐ฎ๐น ๐๐ต๐ฒ๐ฟ๐ฒ ๐๐ฟ๐๐ฒ ๐๐ฎ๐น๐๐ฒ ๐ต๐ถ๐ฑ๐ฒ๐โ๐ฏ๐ฒ ๐ถ๐ ๐๐ฒ๐ฟ๐น๐ถ๐ป, ๐๐ฒ๐ถ๐ท๐ถ๐ป๐ด ๐ผ๐ฟ ๐๐ผ๐บ๐ฏ๐ฎ๐



๐ช๐ต๐ฒ๐ป ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐๐ ๐ฟ๐ฒ๐๐ฒ๐, ๐ถ๐โ๐ ๐ป๐ผ๐ ๐ท๐๐๐ ๐ฎ๐ฏ๐ผ๐๐ ๐บ๐ผ๐๐ถ๐ป๐ดโ๐ฏ๐๐ ๐ธ๐ป๐ผ๐๐ถ๐ป๐ด ๐๐ต๐ฒ๐ฟ๐ฒ ๐๐ผ. In this June edition of Top-Down & Bottom-Up, we decode tectonic shiftsโfrom fast-tracked FTAs to Operation Sindoor, credit stress to capex
