Tweet Buster: Telecom shakeup & zebra party in lions\' den

NEW DELHI: Another stellar week for domestic stocks left even seasoned investors baffled on Dalal Street as they called out the dichotomy between the market and the ground reality of the economy. But who's listening? Investors are busy buying. Will they end up burning their fingers? Only time will tell.

Independent market expert Sandip Sabharwal highlights what the market moves are telling you.


Sabharwal stuck to a contrarian view to say Moody's downgrade of India's sovereign rating was logical. And how? Hear him out.


PMS fund manager Basant Maheshwari says the Nifty rally goes on to show that there are a few 'atma nirbhar' companies that will continue to perform no matter what the economic conditions are.

Maheshwari also highlighted an interesting trend in the derivatives space. He said FIIs are going long while retailers are selling.

Last week was particularly good for the broader market with the midcap and smallcap indices putting up a stellar show. iThought's Shyam Sekhar summed it up nicely, saying: zebras having a lockdown party in the lion country.


Sekhar also pointed out how Covid-19 disruption is changing the world of finance and investment in India. He says we are moving from pre-Covid times of dividend, bonus, stock splits to QIPs, rights issues and strategic sales.


Ravi Dharamshi, a PMS fund manager, shared his wisdom on what he felt was the practical difference between trading and investing. "In trading, hold opinions lightly and positions even more so, while in investing hold opinions strongly and position even more fiercely." Sounded like life's learning.


Market veteran Vijay Kedia shared an interesting trend, which suggests a big shakeup is ahead in the telecom space.