Hitesh Mali

Entrepreneur : Mentor : Behaviour analyst

[Hitesh Mali @HMview]

Just received the 5th Anniversary Edition of DSPNetra.
It's not just a report—it feels like the wisdom of 100 books packed into one presentation.
Thank you @dspmf for another outstanding edition. Every month, eagerly wait for this report & the insights it brings.
@KalpenParekh

[Hitesh Mali @HMview]

@tapariachandan Very well said 👍

[Hitesh Mali @HMview]

All valid points by @hvgoenka ji .

The most important issue is the stadium infrastructure problem, which is becoming very crucial. Basic facilities and proper parking management are major concerns. We treat players like gods, but the audience is often neglected.not good.
@BCCI

[Sandeep Mall @SandeepMall]

A wonderful line from The Kapil show - कुछ भी बोलके famous हो सकते हैं, famous हो के कुछ भी नहीं बोल सकते। Holds true for everything. At least in India.

[Prashant Nair @_prashantnair]

S&P 500 declares victory over the Iran war !

PS: Index back above pre-war levels.

[Sunil Singhania @SunilBSinghania]

Silver took 2 months (nov - dec '25) to move from $50 to $70 and then zoomed to $120. In less than 2 months back to below $70 now.

Crude took 2 months (Jan - feb '26) to move from $60 to $70 and then zoomed to $120.

Will it follow silver trend and come back below $70?

[Hitesh Mali @HMview]

Interesting data

[Niranjan Avasthi @avasthiniranjan]

What it took to earn 5x returns in last 10 years from equity markets.

Over last 10 years ₹1 lakh in Nifty 100 grew to ₹3.73 lakh
- In Nifty midcap 150 it grew to ₹5.7 lakh
- and in nifty 250 smallcap it grew to ₹4.32 lakh.

But these returns did not come in a straight line.

Investors had to sit through:

- Falls of 45% in large caps, 51% in mid caps and 86% in small caps.

There were also long periods where markets delivered no returns at all:

- Large caps for about about 3 years
- Mid caps for 3.5 years
- Small caps for almost 5 years

And markets were negative for the meaningful part of the time:

- Large caps: 16% of the years
- Mid caps: 17% of the years
- Small caps: 33% of the years

In between, investors had to live through events like Brexit, demonetisation, banking NPA crisis, elections, trade wars and the COVID pandemic.

Yet, patient investors who stayed invested saw their wealth compound meaningfully.

So dear investors,

If the last 18 months feel disappointing, remember that short-term discomfort is often the price paid for long-term high returns.

Higher returns in the last 10 years haven’t come without deep corrections, volatility and patience.

The real edge in investing is staying invested through the uncomfortable phases andnot losing hope in the India story.

[Sumit Mehrotra @SumitResearch]

ये समय भी बीत जाएगा

Nifty Down: -8% From All Time High
Sensex Down: -8% From All Time High
Nifty Bank Down: -8% From All Time High
Midcap Down: -7% From All Time High
SmallCap Down: -16% From All Time High

and In This Journey

2026 - US- IRAN War
2025 - U.S. Tariff Shocks
2024 - Election Shock & U.S. Recession Fears
2023 - Adani-Hindenburg
2022 - Russia-Ukraine
2020 - Covid-19
2018 - Trade Wars, rising interest rates
2017 - Bitcoin mania
2016 - Brexit, U.S. presidential election
2015 - Chinese stock market sell-off
2010 - Sovereign debt crisis
2008 - Banking & Credit crisis
2007 - Sub-prime mortgage crisis
2003 - War in Iraq
2001 - World Trade Center Attack
2000 - Technology Correction
1999 - Y2K

वही कहानी, नए किरदार

@VijayKedia1 @Iamsamirarora

[Niranjan Avasthi @avasthiniranjan]

Equity markets have witnessed a healthy reset.

Over the last 18 months, markets have gone through a meaningful correction - more than you think.

While Nifty 50 index is down just 5%, but a deeper look tells the real story.

Nifty 50 P/E is down over 10.7% from peak as EPS has continued to grow during this period.

Combine price fall with P/E correction - Nifty is actually down by 16% from peak.

The story in Midcap and smallcap index is stark - they have corrected by 34% and 38% respectively from their peak.

What does this tell us?

Prices corrected.
Multiples cooled off.
While earnings continued to grow.

Mid & small caps saw excess froth getting cleaned out (34–39% correction from peak levels)

Markets don’t move in straight lines. Sometimes, they pause so earnings can catch up.

That’s what a healthy reset looks like.

Time to put your cash to work?

[Hitesh Mali @HMview]

Pillars of Growth:
✔ Growth Through Teamwork
✔ Growth Through Technology
✔ Growth Through Communication
✔ Growth Through Networking

The Next Big Thing .

[Hitesh Mali @HMview]

We manage money based on data, not drama.

#Tariff
#GiftNifty

[Nigel D'Souza @Nigel__DSouza]

And they say age is just a number 😅

[Harsh Goenka @hvgoenka]

This is what we should be teaching in schools. Kindness and etiquette both are very important….

[Hitesh Mali @HMview]

Business Channel: Two equity analysts. One says it’s raining. The other says it’s sunny.

Whom do we believe?

Advisor : Neither. Ignore them both. Look out the window yourself ( Your Financial Goals) 😊

Inspired by @hvgoenka Sir

[Harsh Goenka @hvgoenka]

Me: “Two equity analysts. One says it’s raining. The other says it’s sunny. Whom do I believe?”

Swami Harshanand: “Neither. Ignore them both. Look out the window yourself.” 😀

[Hitesh Mali @HMview]

100% agreed

[Nithin Kamath @Nithin0dha]

Indian stock exchanges are closed today for Mumbai's municipal elections.

The fact that our exchanges, which have international linkages, are shut down for a local municipal election shows poor planning and a serious lack of appreciation for second-order effects.

As Munger said: "Show me the incentive, and I will show you the outcome."
The holiday exists because no one who matters has any incentive to oppose the market holiday.

It also tells you how far we have to go before global investors take us seriously.

[Hitesh Mali @HMview]

2025 proved one thing loud and clear—Asset Allocation is the real hero.
#Investing

[Hitesh Mali @HMview]

Sunday, sunlight, and SWP webinar ☀️
Life mein kya chahiye?
Invest karo, withdraw karo, aur Sunday ko family aur friends ke saath maze karo!
⁦@equitywala⁩

[Hitesh Mali @HMview]

Era of Data : Online Program for financial advisors.
#BajajAMC

Please click on the link below to register & block your Calendar

https://t.co/fFtXyB2HkW

[Hitesh Mali @HMview]

Never ask friends and family ,
“Mujhe kya karna chahiye?” 😊

[Hitesh Mali @HMview]

https://t.co/JDSEOdU20D