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Niharika Jain

@niharikajain01

CA | Amateur Investor | Aequitas Investments | Slowly is sometimes the fastest way to get to where you want to be

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calendar_today20-03-2020 10:08:14

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๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€' ๐—Ÿ๐—ฎ๐˜๐—ฒ๐˜€๐˜ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ ๐Ÿ‘‰ While Oct'24 witnessed the highest ever selling by FII in Indian equity, what other ๐—ฆ๐—ถ๐—ด๐—ป๐˜€ ๐—ผ๐—ณ ๐—ฆ๐—น๐—ผ๐˜„๐—ฑ๐—ผ๐˜„๐—ป you must make a note of, ๐˜๐—ผ ๐˜€๐˜๐—ฎ๐˜† ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ? ๐Ÿ‘‰ Special section on market commentaries

๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€' ๐—Ÿ๐—ฎ๐˜๐—ฒ๐˜€๐˜ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ

๐Ÿ‘‰ While Oct'24 witnessed the highest ever selling by FII in Indian equity, what other ๐—ฆ๐—ถ๐—ด๐—ป๐˜€ ๐—ผ๐—ณ ๐—ฆ๐—น๐—ผ๐˜„๐—ฑ๐—ผ๐˜„๐—ป you must make a note of, ๐˜๐—ผ ๐˜€๐˜๐—ฎ๐˜† ๐—ฎ๐—ต๐—ฒ๐—ฎ๐—ฑ? 

๐Ÿ‘‰ Special section on market commentaries
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The world is seeing the impact of a market slowdown just now. But the signs were apparent from August. As Siddhartha Bhaiya talks about - the signs of a slowdown, valuations, and weak growth across sectors, also highlighted in our monthly newsletter -Top Down & Bottom Up. Stay

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Aequitas Newsletter : Top Down & Bottom Up, the December edition, arrives in your mailbox on 10th December. Available exclusively for our subscribers. Stay informed. Stay Ahead. Subscribe now: bit.ly/4gcpNzC This month, our coverage on: ๐Ÿ‘‰ Rising Food Inflation: A

Aequitas Newsletter : Top Down & Bottom Up, the December edition, arrives in your mailbox on 10th December.  

Available exclusively for our subscribers. 
Stay informed. Stay Ahead. Subscribe now: bit.ly/4gcpNzC

This month, our coverage on:  
๐Ÿ‘‰ Rising Food Inflation: A
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Aequitas 1st Newsletter of 2025: Top Down, Bottom Up, is here! ๐Ÿ‘ฃ Special Coverage on the year 2024 gone by, - How did Indian markets perform against Global markets. - Clouds of INR Currency depreciation intensifies ๐ŸŽฏ Why the Signs of Slowdown, aren't slowing down! -

Aequitas 1st Newsletter of 2025: Top Down, Bottom Up, is here! 

๐Ÿ‘ฃ  Special Coverage on the year 2024 gone by, 
- How did Indian markets perform against Global markets. 
- Clouds of INR Currency depreciation intensifies 

๐ŸŽฏ Why the Signs of Slowdown, aren't slowing down! 
-
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๐Ÿ’ข ๐—™๐—ฒ๐—ฏ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฐ: Siddhartha raised serious questions about the ๐˜€๐˜‚๐˜€๐˜๐—ฎ๐—ถ๐—ป๐—ฎ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐˜† ๐—ผ๐—ณ ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ in Indian markets. ๐Ÿ’ข ๐—”๐˜‚๐—ด ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฐ: Aequitas in their Monthly Newsletter, warned of clear ๐˜€๐—ถ๐—ด๐—ป๐˜€ ๐—ผ๐—ณ ๐—ฎ ๐˜€๐—น๐—ผ๐˜„๐—ฑ๐—ผ๐˜„๐—ป across sectors & economy. ๐Ÿ’ข

๐Ÿ’ข ๐—™๐—ฒ๐—ฏ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฐ: Siddhartha raised serious questions about the ๐˜€๐˜‚๐˜€๐˜๐—ฎ๐—ถ๐—ป๐—ฎ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐˜† ๐—ผ๐—ณ ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€ in Indian markets.

๐Ÿ’ข ๐—”๐˜‚๐—ด ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฐ: Aequitas in their Monthly Newsletter, warned of clear ๐˜€๐—ถ๐—ด๐—ป๐˜€ ๐—ผ๐—ณ ๐—ฎ ๐˜€๐—น๐—ผ๐˜„๐—ฑ๐—ผ๐˜„๐—ป across sectors & economy.

๐Ÿ’ข
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Has buying physical gold always been one of the smartest decisions made in a household? What makes gold immortal? ๐Ÿ’ฐโœจ Read the latest article in our series - *"Should I invest in Gold?"* For deeper insights into market trends, subscribe to our newsletter:

Has buying physical gold always been one of the smartest decisions made in a household? 
What makes gold immortal? ๐Ÿ’ฐโœจ

Read the latest article in our series - *"Should I invest in Gold?"*

For deeper insights into market trends, subscribe to our newsletter:
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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. ๐—ง๐—ต๐—ฒ ๐—ฟ๐—ฒ๐—ฎ๐—น ๐—พ๐˜‚๐—ฒ๐˜€๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐˜€: Are we securing the future or mortgaging it? The

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. 

๐—ง๐—ต๐—ฒ ๐—ฟ๐—ฒ๐—ฎ๐—น ๐—พ๐˜‚๐—ฒ๐˜€๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐˜€: Are we securing the future or mortgaging it? The
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๐Ÿ—ž ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—™๐—ฒ๐—ฏ๐—ฟ๐˜‚๐—ฎ๐—ฟ๐˜† ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ ๐—ถ๐˜€ ๐—ต๐—ฒ๐—ฟ๐—ฒ! ๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ: ๐—ง๐—ผ๐—ฝ ๐——๐—ผ๐˜„๐—ป & ๐—•๐—ผ๐˜๐˜๐—ผ๐—บ ๐—จ๐—ฝ, ๐—™๐—ฒ๐—ฏ'๐Ÿฎ๐Ÿฑ. ๐Ÿ”ธ What's the ๐—š๐—ผ๐—น๐—ฑ๐—ฒ๐—ป ๐—ข๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐˜† in ๐–ผฬถฬถฬถ๐—Žฬถฬถฬถ๐—‹ฬถฬถฬถ๐—‹ฬถฬถฬถ๐–พฬถฬถฬถ๐—‡ฬถฬถฬถ๐—ฬถฬถฬถ any market? ๐Ÿ”ธ ๐—ง๐—ต๐—ฒ ๐—•๐—ถ๐—ด ๐—•๐—ผ๐˜†

๐Ÿ—ž ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—™๐—ฒ๐—ฏ๐—ฟ๐˜‚๐—ฎ๐—ฟ๐˜† ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ ๐—ถ๐˜€ ๐—ต๐—ฒ๐—ฟ๐—ฒ! ๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ: ๐—ง๐—ผ๐—ฝ ๐——๐—ผ๐˜„๐—ป & ๐—•๐—ผ๐˜๐˜๐—ผ๐—บ ๐—จ๐—ฝ, ๐—™๐—ฒ๐—ฏ'๐Ÿฎ๐Ÿฑ.

๐Ÿ”ธ What's the ๐—š๐—ผ๐—น๐—ฑ๐—ฒ๐—ป ๐—ข๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜๐˜‚๐—ป๐—ถ๐˜๐˜† in ๐–ผฬถฬถฬถ๐—Žฬถฬถฬถ๐—‹ฬถฬถฬถ๐—‹ฬถฬถฬถ๐–พฬถฬถฬถ๐—‡ฬถฬถฬถ๐—ฬถฬถฬถ any market?
๐Ÿ”ธ ๐—ง๐—ต๐—ฒ ๐—•๐—ถ๐—ด ๐—•๐—ผ๐˜†
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๐—œ๐˜€ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜ƒ๐—ผ๐—น๐—ฎ๐˜๐—ถ๐—น๐—ถ๐˜๐˜† ๐—บ๐—ฎ๐—ธ๐—ถ๐—ป๐—ด ๐—ฎ๐˜€๐˜€๐—ฒ๐˜ ๐—ฎ๐—น๐—น๐—ผ๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ถ๐—ฐ๐˜‚๐—น๐˜? ๐—ช๐—ต๐—ฒ๐—ป๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐˜‚๐—ป๐—ฐ๐—ฒ๐—ฟ๐˜๐—ฎ๐—ถ๐—ป๐˜๐˜† ๐—น๐—ผ๐—ผ๐—บ๐˜€, ๐—ผ๐—ป๐—ฒ ๐—ฎ๐˜€๐˜€๐—ฒ๐˜ ๐˜€๐—ต๐—ถ๐—ป๐—ฒ๐˜€ย ๐˜๐—ต๐—ฒย ๐—ฏ๐—ฟ๐—ถ๐—ด๐—ต๐˜๐—ฒ๐˜€๐˜. Read our conclusion article on Gold: A

๐—œ๐˜€ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜ƒ๐—ผ๐—น๐—ฎ๐˜๐—ถ๐—น๐—ถ๐˜๐˜† ๐—บ๐—ฎ๐—ธ๐—ถ๐—ป๐—ด ๐—ฎ๐˜€๐˜€๐—ฒ๐˜ ๐—ฎ๐—น๐—น๐—ผ๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป ๐—ฑ๐—ถ๐—ณ๐—ณ๐—ถ๐—ฐ๐˜‚๐—น๐˜? 
๐—ช๐—ต๐—ฒ๐—ป๐—ฒ๐˜ƒ๐—ฒ๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐˜‚๐—ป๐—ฐ๐—ฒ๐—ฟ๐˜๐—ฎ๐—ถ๐—ป๐˜๐˜† ๐—น๐—ผ๐—ผ๐—บ๐˜€, ๐—ผ๐—ป๐—ฒ ๐—ฎ๐˜€๐˜€๐—ฒ๐˜ ๐˜€๐—ต๐—ถ๐—ป๐—ฒ๐˜€ย ๐˜๐—ต๐—ฒย ๐—ฏ๐—ฟ๐—ถ๐—ด๐—ต๐˜๐—ฒ๐˜€๐˜.

Read our conclusion article on Gold: A
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๐—ช๐—ฒ ๐—ฎ๐˜€๐—ธ๐—ฒ๐—ฑ ๐— ๐—ฟ. ๐—ž๐˜‚๐—น๐—ฑ๐—ถ๐—ฝ ๐—ฆ๐—ถ๐—ป๐—ด๐—ต ๐—ฅ๐—ฎ๐˜๐—ต๐—ฒ๐—ฒ, ๐˜๐—ต๐—ฒ '๐—•๐—ฟ๐—ฎ๐—ธ๐—ฒ ๐—ž๐—ถ๐—ป๐—ด ๐—ผ๐—ณ ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎ,' ๐˜„๐—ต๐—ฎ๐˜ ๐—ถ๐—ป๐˜€๐—ฝ๐—ถ๐—ฟ๐—ฒ๐—ฑ ๐—ต๐—ถ๐—บ ๐˜๐—ผ ๐˜€๐˜๐—ฎ๐—ฟ๐˜ ๐—ต๐—ถ๐˜€ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—ท๐—ผ๐˜‚๐—ฟ๐—ป๐—ฒ๐˜† ๐˜„๐—ถ๐˜๐—ต ๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€ ๐—ถ๐—ป ๐Ÿฎ๐Ÿฌ๐Ÿญ๐Ÿฏ. ๐—›๐—ถ๐˜€ ๐—ฎ๐—ป๐˜€๐˜„๐—ฒ๐—ฟ? โœ… Ethics โœ…

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Strong minds, bold moves, and endless inspiration โ€” that's how #WomenOfAequitas roll at Aequitas! ๐Ÿ’ซ๐Ÿ’ผ๐Ÿ’โ€โ™€ From their focus on continuous learning to teaching us a thing or two every day (with a few โ€˜I told you soโ€™s of course!), these brilliant women make our team as strong as

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๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ: ๐—ง๐—ผ๐—ฝ ๐——๐—ผ๐˜„๐—ป & ๐—•๐—ผ๐˜๐˜๐—ผ๐—บ ๐—จ๐—ฝ, ๐— ๐—ฎ๐—ฟ๐—ฐ๐—ต'๐Ÿฎ๐Ÿฑ ๐—ฒ๐—ฑ๐—ถ๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐˜€ ๐—น๐—ถ๐˜ƒ๐—ฒ! ๐Ÿ‘‰๐Ÿป Amidst the uncontrollable in this VUCA world, letโ€™s focus on the controllable - by staying informed & ahead of the curve! Subscribe & ๐—ด๐—ฒ๐˜ ๐—ถ๐˜

๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ: ๐—ง๐—ผ๐—ฝ ๐——๐—ผ๐˜„๐—ป & ๐—•๐—ผ๐˜๐˜๐—ผ๐—บ ๐—จ๐—ฝ, ๐— ๐—ฎ๐—ฟ๐—ฐ๐—ต'๐Ÿฎ๐Ÿฑ ๐—ฒ๐—ฑ๐—ถ๐˜๐—ถ๐—ผ๐—ป ๐—ถ๐˜€ ๐—น๐—ถ๐˜ƒ๐—ฒ!

๐Ÿ‘‰๐Ÿป Amidst the uncontrollable in this VUCA world, letโ€™s focus on the controllable - by staying informed & ahead of the curve!

Subscribe & ๐—ด๐—ฒ๐˜ ๐—ถ๐˜
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๐Ÿ—ž๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€ ๐— ๐—ฎ๐—ฟ๐—ฐ๐—ตโ€™๐Ÿฎ๐Ÿฑ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ: ๐—ง๐—ผ๐—ฝ-๐——๐—ผ๐˜„๐—ป & ๐—•๐—ผ๐˜๐˜๐—ผ๐—บ-๐—จ๐—ฝ! ๐Ÿ‘‰ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐— ๐—ฎ๐˜†๐—ต๐—ฒ๐—บ: How far have key sectors fallen from their peaks amidst capital market turmoil? ๐Ÿ‘‰ ๐—ค๐˜‚๐—ถ๐—ฐ๐—ธ๐—–๐—ผ๐—บ๐—บ๐—ฒ๐—ฟ๐—ฐ๐—ฒ ๐—•๐˜‚๐—ฟ๐—ป๐—ผ๐˜‚๐˜: Are they burning cash faster

๐Ÿ—ž๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€ ๐— ๐—ฎ๐—ฟ๐—ฐ๐—ตโ€™๐Ÿฎ๐Ÿฑ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ: ๐—ง๐—ผ๐—ฝ-๐——๐—ผ๐˜„๐—ป & ๐—•๐—ผ๐˜๐˜๐—ผ๐—บ-๐—จ๐—ฝ!

๐Ÿ‘‰ ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐— ๐—ฎ๐˜†๐—ต๐—ฒ๐—บ: How far have key sectors fallen from their peaks amidst capital market turmoil?

๐Ÿ‘‰ ๐—ค๐˜‚๐—ถ๐—ฐ๐—ธ๐—–๐—ผ๐—บ๐—บ๐—ฒ๐—ฟ๐—ฐ๐—ฒ ๐—•๐˜‚๐—ฟ๐—ป๐—ผ๐˜‚๐˜: Are they burning cash faster
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๐Ÿ’ก๐…๐จ๐จ๐ ๐Ÿ๐จ๐ซ ๐ญ๐ก๐จ๐ฎ๐ ๐ก๐ญ ๐จ๐ซ ๐›๐ข๐ญ๐ž-๐ฌ๐ข๐ณ๐ž๐ ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ข๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ, ๐จ๐ฎ๐ซ ๐๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐œ๐š๐ฉ๐ญ๐ฎ๐ซ๐ž๐ฌ ๐ข๐ญ ๐š๐ฅ๐ฅ. ๐Ÿ” ๐–๐ก๐š๐ญ ๐ญ๐จ ๐ž๐ฑ๐ฉ๐ž๐œ๐ญ? From domestic market updates to international trends; from capital markets to industry-specific

๐Ÿ’ก๐…๐จ๐จ๐ ๐Ÿ๐จ๐ซ ๐ญ๐ก๐จ๐ฎ๐ ๐ก๐ญ ๐จ๐ซ ๐›๐ข๐ญ๐ž-๐ฌ๐ข๐ณ๐ž๐ ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ข๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ, ๐จ๐ฎ๐ซ ๐๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ ๐œ๐š๐ฉ๐ญ๐ฎ๐ซ๐ž๐ฌ ๐ข๐ญ ๐š๐ฅ๐ฅ. ๐Ÿ”
๐–๐ก๐š๐ญ ๐ญ๐จ ๐ž๐ฑ๐ฉ๐ž๐œ๐ญ?

From domestic market updates to international trends; from capital markets to industry-specific
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๐—ง๐—ฎ๐—ฟ๐—ถ๐—ณ๐—ณ ๐—ช๐—ฎ๐—ฟ: ๐—ช๐—ต๐—ฒ๐—ป ๐—ต๐—ถ๐˜€๐˜๐—ผ๐—ฟ๐˜† ๐—ฒ๐—ฐ๐—ต๐—ผ๐—ฒ๐˜€, ๐—ฑ๐—ถ๐˜€๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ ๐—ผ๐—ณ๐˜๐—ฒ๐—ป ๐—ณ๐—ผ๐—น๐—น๐—ผ๐˜„๐˜€. Aggressive tariffs in the 1930s led to a trade war that worsened the Great Depression. Now, Trumpโ€™s bold tariff move stirs the same perilโ€”read on to learn the cautionary tale.

๐—ง๐—ฎ๐—ฟ๐—ถ๐—ณ๐—ณ ๐—ช๐—ฎ๐—ฟ: ๐—ช๐—ต๐—ฒ๐—ป ๐—ต๐—ถ๐˜€๐˜๐—ผ๐—ฟ๐˜† ๐—ฒ๐—ฐ๐—ต๐—ผ๐—ฒ๐˜€, ๐—ฑ๐—ถ๐˜€๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ ๐—ผ๐—ณ๐˜๐—ฒ๐—ป ๐—ณ๐—ผ๐—น๐—น๐—ผ๐˜„๐˜€.

Aggressive tariffs in the 1930s led to a trade war that worsened the Great Depression.

Now, Trumpโ€™s bold tariff move stirs the same perilโ€”read on to learn the cautionary tale.
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๐—ฌ๐—ผ๐˜‚๐—ฟ ๐€๐ฉ๐ซ๐ข๐ฅ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ ๐—ถ๐˜€ ๐—ต๐—ฒ๐—ฟ๐—ฒ! ๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ: ๐—ง๐—ผ๐—ฝ ๐——๐—ผ๐˜„๐—ป & ๐—•๐—ผ๐˜๐˜๐—ผ๐—บ ๐—จ๐—ฝ Exclusive Insights, Delivered! ๐‚๐ซ๐ข๐ฌ๐ฉ. ๐‚๐ฎ๐ซ๐š๐ญ๐ž๐. ๐ˆ๐ฆ๐ฉ๐š๐œ๐ญ๐Ÿ๐ฎ๐ฅ! Get it straight to your mailboxย beforeย the rest. ๐‚๐ฅ๐ข๐œ๐ค ๐ญ๐จ

๐—ฌ๐—ผ๐˜‚๐—ฟ ๐€๐ฉ๐ซ๐ข๐ฅ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ ๐—ถ๐˜€ ๐—ต๐—ฒ๐—ฟ๐—ฒ! ๐—”๐—ฒ๐—พ๐˜‚๐—ถ๐˜๐—ฎ๐˜€ ๐—ก๐—ฒ๐˜„๐˜€๐—น๐—ฒ๐˜๐˜๐—ฒ๐—ฟ: ๐—ง๐—ผ๐—ฝ ๐——๐—ผ๐˜„๐—ป & ๐—•๐—ผ๐˜๐˜๐—ผ๐—บ ๐—จ๐—ฝ

Exclusive Insights, Delivered!

๐‚๐ซ๐ข๐ฌ๐ฉ. ๐‚๐ฎ๐ซ๐š๐ญ๐ž๐. ๐ˆ๐ฆ๐ฉ๐š๐œ๐ญ๐Ÿ๐ฎ๐ฅ!
Get it straight to your mailboxย beforeย the rest.
๐‚๐ฅ๐ข๐œ๐ค ๐ญ๐จ
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๐—•๐˜‚๐˜€๐˜๐—ถ๐—ป๐—ด ๐— ๐˜†๐˜๐—ต๐˜€: โ€œ๐—”๐—ฟ๐—ฒ ๐—ฌ๐—ผ๐˜‚ ๐—–๐—ต๐—ฎ๐˜€๐—ถ๐—ป๐—ด ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป๐˜€ ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ก๐—ฒ๐˜…๐˜ ๐—š๐—ฟ๐—ฒ๐—ฎ๐˜๐—ฒ๐—ฟ ๐—™๐—ผ๐—ผ๐—น?โ€ With 10โ€‘year Gโ€‘Sec postโ€‘tax yields at 4.7% and Niftyโ€™s implied earnings yield at just 4% (even lower in small and midโ€‘caps), ๐—ถ๐˜โ€™๐˜€ ๐˜๐—ถ๐—บ๐—ฒ ๐˜๐—ผ ๐—ฎ๐˜€๐—ธ: have

๐—•๐˜‚๐˜€๐˜๐—ถ๐—ป๐—ด ๐— ๐˜†๐˜๐—ต๐˜€: โ€œ๐—”๐—ฟ๐—ฒ ๐—ฌ๐—ผ๐˜‚ ๐—–๐—ต๐—ฎ๐˜€๐—ถ๐—ป๐—ด ๐—ฅ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป๐˜€ ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ก๐—ฒ๐˜…๐˜ ๐—š๐—ฟ๐—ฒ๐—ฎ๐˜๐—ฒ๐—ฟ ๐—™๐—ผ๐—ผ๐—น?โ€
With 10โ€‘year Gโ€‘Sec postโ€‘tax yields at 4.7% and Niftyโ€™s implied earnings yield at just 4% (even lower in small and midโ€‘caps), ๐—ถ๐˜โ€™๐˜€ ๐˜๐—ถ๐—บ๐—ฒ ๐˜๐—ผ ๐—ฎ๐˜€๐—ธ:
have
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Introducing โ€œGlobal Bargains, Local Premiums: Breaking down Valuations. Beyond the Buzz.โ€ ๐—ข๐˜‚๐—ฟ ๐—ป๐—ฒ๐˜„ ๐˜€๐—ฒ๐—ฟ๐—ถ๐—ฒ๐˜€ ๐˜€๐˜๐—ฟ๐—ถ๐—ฝ๐˜€ ๐—ฎ๐˜„๐—ฎ๐˜† ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ป๐—ผ๐—ถ๐˜€๐—ฒ ๐˜๐—ผ ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ฎ๐—น ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ ๐˜๐—ฟ๐˜‚๐—ฒ ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฒ ๐—ต๐—ถ๐—ฑ๐—ฒ๐˜€โ€”๐—ฏ๐—ฒ ๐—ถ๐˜ ๐—•๐—ฒ๐—ฟ๐—น๐—ถ๐—ป, ๐—•๐—ฒ๐—ถ๐—ท๐—ถ๐—ป๐—ด ๐—ผ๐—ฟ ๐—•๐—ผ๐—บ๐—ฏ๐—ฎ๐˜†

Introducing โ€œGlobal Bargains, Local Premiums: Breaking down Valuations. Beyond the Buzz.โ€
๐—ข๐˜‚๐—ฟ ๐—ป๐—ฒ๐˜„ ๐˜€๐—ฒ๐—ฟ๐—ถ๐—ฒ๐˜€ ๐˜€๐˜๐—ฟ๐—ถ๐—ฝ๐˜€ ๐—ฎ๐˜„๐—ฎ๐˜† ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐—ป๐—ผ๐—ถ๐˜€๐—ฒ ๐˜๐—ผ ๐—ฟ๐—ฒ๐˜ƒ๐—ฒ๐—ฎ๐—น ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ ๐˜๐—ฟ๐˜‚๐—ฒ ๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฒ ๐—ต๐—ถ๐—ฑ๐—ฒ๐˜€โ€”๐—ฏ๐—ฒ ๐—ถ๐˜ ๐—•๐—ฒ๐—ฟ๐—น๐—ถ๐—ป, ๐—•๐—ฒ๐—ถ๐—ท๐—ถ๐—ป๐—ด ๐—ผ๐—ฟ ๐—•๐—ผ๐—บ๐—ฏ๐—ฎ๐˜†
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Global Bargains, Local Premiums: Breaking Down Valuations. Beyond the Buzz. A valuation gap too wide to ignore. Global banks offer stronger yields and trade at steep discounts. In this edition, we compare global banking giants with India's financial champions. ๐Ÿ’ก

Global Bargains, Local Premiums: Breaking Down Valuations. Beyond the Buzz.
 A valuation gap too wide to ignore.

Global banks offer stronger yields and trade at steep discounts.
In this edition, we compare global banking giants with India's financial champions.

๐Ÿ’ก
Aequitas Investments (@aequitasl) 's Twitter Profile Photo

๐—ช๐—ต๐—ฒ๐—ป ๐—ด๐—น๐—ผ๐—ฏ๐—ฎ๐—น ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—ฟ๐—ฒ๐˜€๐—ฒ๐˜, ๐—ถ๐˜โ€™๐˜€ ๐—ป๐—ผ๐˜ ๐—ท๐˜‚๐˜€๐˜ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐—บ๐—ผ๐˜ƒ๐—ถ๐—ป๐—ดโ€”๐—ฏ๐˜‚๐˜ ๐—ธ๐—ป๐—ผ๐˜„๐—ถ๐—ป๐—ด ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ ๐˜๐—ผ. In this June edition of Top-Down & Bottom-Up, we decode tectonic shiftsโ€”from fast-tracked FTAs to Operation Sindoor, credit stress to capex

๐—ช๐—ต๐—ฒ๐—ป ๐—ด๐—น๐—ผ๐—ฏ๐—ฎ๐—น ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜๐˜€ ๐—ฟ๐—ฒ๐˜€๐—ฒ๐˜, ๐—ถ๐˜โ€™๐˜€ ๐—ป๐—ผ๐˜ ๐—ท๐˜‚๐˜€๐˜ ๐—ฎ๐—ฏ๐—ผ๐˜‚๐˜ ๐—บ๐—ผ๐˜ƒ๐—ถ๐—ป๐—ดโ€”๐—ฏ๐˜‚๐˜ ๐—ธ๐—ป๐—ผ๐˜„๐—ถ๐—ป๐—ด ๐˜„๐—ต๐—ฒ๐—ฟ๐—ฒ ๐˜๐—ผ.

In this June edition of Top-Down & Bottom-Up, we decode tectonic shiftsโ€”from fast-tracked FTAs to Operation Sindoor, credit stress to capex