EconomistOnCaffeine

Opinionated economist...Perennially stimulated by caffeine!...On a mission to create a financially literate world where everyone is financially independent!

[EconomistOnCaffeine @EconomistOn]

In the absence of fiscal room for an effective and sizeable stimulus to the Indian economy, the RBI needs to take centre stage and adopt a bold monetary policy to steer the Indian economy out of recessionary headwinds.

Please read my take on this:

https://t.co/HKii79iX2D

[EconomistOnCaffeine @EconomistOn]

A much needed booster shot to the economy!!..2nd phase of fiscal stimulus set to be announced in the next 3 weeks!..
#Economy #COVID19India #Recovery #FiscalPolicy

https://t.co/Mh09uy9tgd

[EconomistOnCaffeine @EconomistOn]

Character is as important as knowledge, if not more, when it comes to equity market investments!...

The mantra "Buy right, sit tight" has been never more relevant...

Don't exit positions because of a ludicrous bear market driven by profit booking by "Robinhood" investors!..

[EconomistOnCaffeine @EconomistOn]

In order to pocket the upside in the stock market, one needs to be able to stomach the downside!...

#StockMarket #Nifty #Sensex #BearMarket #Markets

[EconomistOnCaffeine @EconomistOn]

The equity markets teach lessons...learn the lesson and move on...avoid making those mistakes in the future...but do not quit the market altogether...

[EconomistOnCaffeine @EconomistOn]

It's as if the markets have lost hope on the V-shaped recovery story!.... #Nifty #Sensex #StockMarkets #Economy #COVID19

[EconomistOnCaffeine @EconomistOn]

This is going to have an impact on valuation of Tata Group companies....The valuation of Shapoorji group’s stake in Tata sons is almost INR 1.8 Lac Cr!...if settlement of an exit is sought, Tata will have to dip deep into their liquidity to finance it!.. https://t.co/PhVfHzVHDw

[EconomistOnCaffeine @EconomistOn]

In value investing, the first part is learning to stomach the bear markets and not exit in the red, till you believe in the future of that company!... #ValueInvesting #StockMarkets #Nifty #BearMarket

[Muthukrishnan Dhandapani @dmuthuk]

Making money from stocks look deceptively easy. The reality is that stock market is one of the toughest mental games in the world.

[EconomistOnCaffeine @EconomistOn]

#RIL becomes the first Indian company to cross market capitalisation of USD 200 Billion!...A new milestone that’s reflective of increased retail participation in the Indian stock markets!. #Reliance #StockMarket #economy #markets

[EconomistOnCaffeine @EconomistOn]

The #Reliance Industries scrip is proving that it is a worthy buy at any price!...every time you think that it has peaked, it claims a new peak!...kudos to the management for this historic bull run of >200% since March, that too in a blue chip large cap!..At 2260 now! #NIFTY

[EconomistOnCaffeine @EconomistOn]

An interesting read about the proposition for privatisation of airports on the new per-passenger fee model rather than AAIs previously followed revenue sharing model...

Also, makes a solid case for renewed interest of private airport operators! #Aviation

https://t.co/1XQARh5En1

[EconomistOnCaffeine @EconomistOn]

#Investing needs to be goal based...

If funds are needed after some time, then invest into momentum stocks that will fetch a healthy return in the short/medium term.

Invest in fundamentally strong companies to build a long term portfolio, that grows capital and pays dividends.

[EconomistOnCaffeine @EconomistOn]

Markets rebound strongly in the US today...expect similar tracking in the Asian and Indian markets tomorrow!...some stocks which have seen correction may trend higher...Buying call options at open would be a prudent strategy!

[EconomistOnCaffeine @EconomistOn]

According to a recent study, the real economic output of India at the end of March 2022 will be 2% lower than the output in March 2020.

In a country with India's population, that would spell disastrous effects!

Government investment in massive infra projects needed for revival!

[EconomistOnCaffeine @EconomistOn]

And the beacon for Indian FDI - Reliance, continues to have global investors flocking to invest in its companies!.... #Markets #FDI

“Silver Lake to invest ₹ 7,500 crore in Reliance Retail Ventures”
https://t.co/LANIySz3Of

[EconomistOnCaffeine @EconomistOn]

This newfound volatility in the equity markets would push #Gold to record highs again...my bet is USD 2200 per ounce by end of 2020!...certainly achievable and volatility is only going to increase with delay in vaccine and slower than anticipated economic recovery worldwide!..

[EconomistOnCaffeine @EconomistOn]

Tesla tumbles 21% in a day!...Nasdaq overall corrects 4%...expect these queues to be picked up when Nikkei, SGX, Hang Seng and NIFTY open tomorrow....is this the big correction that analysts have been warning about? #StockMarkets #NASDAQ #Tesla #Correction #Economy

[EconomistOnCaffeine @EconomistOn]

The next big scandal from Wall Street!. #JPMorganChase #Stimulus #Scandal #WallStreet

“JPMorgan Chase has found evidence of employees and customers misusing the government’s flood of stimulus funds this spring and is cooperating with authorities” https://t.co/QfdYW2TkLZ

[EconomistOnCaffeine @EconomistOn]

And the tech sell off continues!...a good time to trade some put options!.. #Nasdaq #SellOff #daytrading