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In this edition of
Managing Money
DSP Mutual Fund's
Personal finance is more valuable than marketsYou realise this when personal events trigger high expensesWhat w… https://t.co/eVCVsisKrJ
— Kalpen Parekh (@KalpenParekh) 1634992790000Remove the froth
PMS fund manager
First, the mug will look full.Froth fills the brim to spill. Then, slowly froth will go down.And, your beer will… https://t.co/qvjoI1yFHR
— Shyam Sekhar (@shyamsek) 1634807756000Good but expensive
Sekhar said in past cycles, operators took vulgar companies and made them look good. "Now, they take good companies and make them trade at vulgar valuations. That is the difference."
In past cycles, operators took vulgar companies and made them look good.Now, they take good companies and make th… https://t.co/OFcOfq8qIH
— Shyam Sekhar (@shyamsek) 1634612467000PE headache
Dalal Street veteran
Growth is the anti-gravity to high P/E stocks but when the P/E is high and the growth <20% sooner or later you will… https://t.co/u9yaRxd1mq
— Basant Maheshwari (@BMTheEquityDesk) 1634794885000Beating inflation
Maheshwari said the best way to play inflation is by buying companies that are causing it rather than by buying the ones that are fearing it.
The best way to play inflation is by buying companies that are causing it than by buying the ones that are fearing it.
— Basant Maheshwari (@BMTheEquityDesk) 1634471252000What not to buy
Market advisor
There is a massive input cost pressure and inflation#Havells one if the largest consumer durable players reported… https://t.co/wZRTy16vBc
— sandip sabharwal (@sandipsabharwal) 1634732136000Sabharwal said housing finance company results show significant margin stress. "As banks with a much better and cheaper deposit franchise compete more in this market standalone HFCs might see profitability pressures sustain."
Housing Finance Company results show significant margin stress.As banks with a much better and cheaper deposit fra… https://t.co/B14ETVV059
— sandip sabharwal (@sandipsabharwal) 1634871753000Sabharwal also advised investors to exit out of "Consumption" themed mutual fund schemes. "Most hold crazily valued #BAAP stocks in very high percentages. Most who invested in them must have already made huge money."
Free AdviseTime to exit out of "Consumption" themed Mutual Fund Schemes. Most hold crazily valued #BAAP stocks in… https://t.co/SrllaSoF2b
— sandip sabharwal (@sandipsabharwal) 1634827179000You get what you deserve
PMS fund manager
Stocks that were defying gravity will be back to deserving levels. Newbies might learn it the hard way!
— Porinju Veliyath (@porinju) 1634636221000Momentum investing
A momentum stock will always disappoint, at the end. This is what "the end" means. But like you loved a Gavaskar, a… https://t.co/hCpNyuOLi7
— Deepak Shenoy (@deepakshenoy) 1634646033000Read More News on
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