๐ Best Employee of the Quarter | Q4 2025:
Samundeeswari from our Client Onboarding Team has consistently stood out for her ownership, reliability, and willingness to learn. From day-to-day operations to effective role delegation, her impact has been meaningful and visible.
Staturday | Edition 1.12 โ What weโre tracking this month
As gold prices rise and investor attention follows, the data shows how liquidity, participation, and equity markets are evolving in parallel.
#Staturday#Markets#India#ItusCapital
https://t.co/o4agB7Zpeg
Staturday | Edition 1.11 โ What weโre tracking this month
From reserve shifts to Big Tech earnings & Chinese EV speed; signals of structural change are emerging.
#Staturday#ItusCapital
https://t.co/xschywNigm
Highlights from our 3Q Investor Call 2025 โ What can drive growth?
Indiaโs growth revival is set to pick up with policy support, stronger consumption, Consumer Tech & Chemicals leading the next 3 years and #FIIinflows boosting liquidity.
#IndiaGrowthStory
https://t.co/7nbCaCXSzp
Highlights from our 3Q Investor Call 2025 โ Macro and Portfolio Positioning
#FII inflows have slowed, DII risen, but stable long-term #FDI is recycling back into Indiaโsignalling confidence in the next investment cycle amid earnings moderation.
https://t.co/dolMA9uXfe
Highlights from our 3Q Investor Call 2025 - Reviewing our Performance
Since inception, our fund turned โน1Cr into โน4.16Cr vs โน3.35Cr benchmark, delivering ~18% returns with lower volatility and disciplined risk management. #FundPerformance
https://t.co/2e84WRDL37
Highlights from our 3Q Investor Call 2025 - View on Small and Mid Caps
At Itus, Market cap is an incidental outcome in pursuit of #growth, with disciplined risk.
https://t.co/3ZDcqZdfoq
Highlights from our 3Q Investor Call 2025 โ View on Tariffs
#Tariffs are unpredictableโIndia was expected to gain from China tariffs but faced headwinds instead; global diplomacy played a role, and while pressure may ease, uncertainty persists.
https://t.co/BLbMeSOyZu
Highlights from our 3Q Investor Call 2025 โ View on Auto Sector
Indiaโs #autosector has gained on #GST cuts & firm demand in 2 wheelers. But after 4 years of outperformance & muted #capex, cyclical risks are rising. We remain selective โ not overweight.
https://t.co/xsuklbERCk
Highlights from our 3Q Investor Call 2025 โ View on Banking Sector
Indiaโs #bankingsector faces rising competition from #QIPs and #IPOs, making selective exposure and agile #riskmanagement key to sustaining strong #credit growth.
https://t.co/RHS1aPni99
Highlights from our 3Q Investor Call 2025 โ View on Platform Business
We like platform-based models for their ability to build customer ecosystems and unlock #operatingleverage. Valuation remains a challenge, so we size exposure to manage volatility.
https://t.co/Yk5p4Yk9pl
Highlights from our 3Q Investor Call 2025 โ View on Gold
#Goldโs recent outperformance vs #equities is price-driven. Structurally, we remain positiveโbacked by central bank buying & a weaker dollar. Yet, A 10โ12% correction wouldnโt surprise.
https://t.co/HKvmgvFhp9
#Staturday 1.10 โ Septemberโs Market Pulse in 10 Charts๐
From AI-led S&P gains to capex in data centres & Indiaโs jewellery potential; capex & consumption constructs are shifting.
#Staturday#ItusCapital
https://t.co/Qg5VLY8Ufm
๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ ๐๐ซ๐จ๐ฆ ๐จ๐ฎ๐ซ 3๐ ๐๐ง๐ฏ๐๐ฌ๐ญ๐จ๐ซ ๐๐๐ฅ๐ฅ 2025 โ ๐๐๐ฒ ๐๐ก๐๐ฆ๐๐ฌ ๐๐จ๐ซ ๐ 3-๐๐๐๐ซ ๐๐จ๐ซ๐ข๐ณ๐จ๐ง
#Indianequities enter an #earnings upcycle; #platformbusinesses & #chemicals are the interesting sectors to keep a tab on!
https://t.co/MuvhZsAz51