Threads
We spoke with Pankaj Tibrewal of Kotak AMC. He says caution is warranted in midcaps & smallcaps. 10 points. 1. While over the last decade, Small-Midcaps have been the best-perfo...
Jio Financial will be spun out of Reliance on Thursday. How will it happen ? 10 points. 1. The record date to determine who is eligible to get Jio Financial Svcs shares is July-...
A giant global investor, Capital Group, in an essay, asks 'Will India be the breakout EM this decade?' Their view in 10 points. 1. 'We believe India is poised for a period of sec...
FED - NEARING THE END OF HIKING CYCLE ! 10 points. 1. FOMC hikes by 25 bps to 5.0-5.25% 2. Statement language no longer βanticipatesβ that rate hikes may be appropriate 3. Chan...
We spoke with S. Naren, CIO, ICICI Prudential AMC. 25 takeaways. (Don't miss points 13-18) 1. At 17k, valns more reasonable 2. Macro funds too short on everything 3. Tacticall...
Bank consortium to put in $30 billion deposit into First Republic Bank ! 1. A consortium of banks announced it will be making an aggregate $30 billion deposit into FRC 2. $5 bill...
Russia / Ukraine - 1 year on ! 8 points. 1. February 24 marks the 1 yr anniversary of Ukraine/ Russia conflict 2. President Biden met with President Zelenskiy in Ukraine y'day,...
Gas Pipeline Connecting Russia to Germany Shut ! Quick 10 point explainer. 1. Gazprom announced on Friday evening an indefinite shutdown of Nord Stream 1 gas pipeline. This seems...
I spoke with Chris Wood of Jefferies post US inflation data. 20 min chat on markets. (Link - https://t.co/El8K1GOw2E) TOP 25 takeaways, 1. Double whammy of higher rates & b/s ti...
15 Takeaways From Chat With Raamdeo Agrawal, 1. India's problems compounded by high oil & FII selling, thankfully earnings are still strong 2. Indian market likely to remain stre...