Senora Asset Management

India-focused large-cap equity investing
Risk-managed. Research-led. Long-term.
🔍 #StaGStrategy
📩 [email protected]

[Senora Asset Management @SenoraAIF]

In Jul'24, we stayed bearish on Indian IT when the sector was widely owned, priced for recovery. Two years later, much of the thesis has played out. We're now closing the bearish call, not because we're bullish, but because valuations have largely reset. From AVOID → WATCH.

[Senora Asset Management @SenoraAIF]

StaG Times April 2026📘
Volatility tests conviction📉
Discipline builds returns📈
#Investing #Markets #StaGTimes

https://t.co/oaTiqDqwbV

[Senora Asset Management @SenoraAIF]

StaG Times Jan 2026 📘
Earnings over noise 📊
Sector views and an IndiGo deep dive ✈️
#Investing #Earnings #StaGTimes

https://t.co/5IeEQK6KJa

[Senora Asset Management @SenoraAIF]

When noise fades, earnings lead.

Our latest StaG Times covers portfolio positioning, market direction, and why conviction matters more than timing as earnings take over.

📊 Read more.

https://t.co/Xc8c67K6Cn

[Senora Asset Management @SenoraAIF]

StaG Q2 FY26 Results Overview is out.
Stronger earnings, improving margins, and continued outperformance from our large-cap strategy.

https://t.co/m99lemYSvG

[Senora Asset Management @SenoraAIF]

StaG Times | November 2025

Markets break out. Sentiment improves. Earnings strengthen. StaG continues to outperform with discipline and conviction.

🔗 Read more https://t.co/qNM5oUdDdU

[Senora Asset Management @SenoraAIF]

🚗 Tata Motors Demerger = Strategic Reset.
PV + EV + JLR to form one listed entity, CV to stand alone.

We believe this unlocks real value, PV business alone could be worth ₹3.3–₹3.5 lakh crore. Strong JLR rebound + EV growth = asymmetric upside.

https://t.co/gWdsvnGB40

[Senora Asset Management @SenoraAIF]

In the latest StaG Times, we discuss how fundamentals always win over noise.
📈 StaG portfolio up 3.5% vs Nifty’s 1.5%
🧱 Sector outlooks: Cement, Banks, Autos
🔍 Spotlight: Ambuja Cements

Read the October edition → https://t.co/YAvlkIJguL

[Senora Asset Management @SenoraAIF]

Read our latest note: The Next Earnings Stagnation – AI, Debt, and Real Estate. 📘

https://t.co/aR72kjlcOQ

[Senora Asset Management @SenoraAIF]

✨ Every firm talks about “research,” but at Senora, we’ve built our DNA on it.

Not just balance sheets. Not just numbers.
We connect macro trends + micro data + ground realities to build conviction.

https://t.co/SAcnGOpTLe

[Senora Asset Management @SenoraAIF]

RMG ban ✅
Weekly options could be next ✅

Speculation destroys wealth. Money saved fuels productive growth. 💡

https://t.co/savczgYKXE

[Senora Asset Management @SenoraAIF]

🔎 From ignored to outperformer. Our 2021 call on Maruti has played out strongly, validating our long-term research framework. Read how conviction + patience = returns.

https://t.co/g5cYSmeC5u

[Senora Asset Management @SenoraAIF]

Markets don’t move on noise, they move on earnings.

With Nifty at 25,200, the road ahead looks structurally positive. 📈

Stay invested, stay patient.

#StaG #MarketView #investing

https://t.co/QIwmt1B7Cz

[Senora Asset Management @SenoraAIF]

Nifty > 25K ✅
Infosys buyback 🚀
Reliance bets on AI 🤖
DIIs offset FII selling 💪

Catch all the highlights in this week’s StaG Reflects.

#Markets #Investing

[Senora Asset Management @SenoraAIF]

Headline numbers mislead. Context reveals the truth. 📊

At Senora, we decode data to uncover the real story behind ratios.

#Investing #StaG #WealthCreation

https://t.co/F5W9Nhk8XK

[Senora Asset Management @SenoraAIF]

Discipline > Drama. 🚫📈
At Senora, our guided 20% XIRR this year is already tracking ~16% ✅

Wealth creation isn’t magic, it’s process, patience, and compounding. 💡

#StaG #Senora #WealthCreation

https://t.co/fVkeWvkk92

[Senora Asset Management @SenoraAIF]

The September edition of StaG Times is here! 📰

‘The stock market is a device for transferring money from the impatient to the patient.’ – Warren Buffett

Catch the latest insights & market perspectives 👉
https://t.co/EyEiGy8xDR

[Senora Asset Management @SenoraAIF]

At Senora, we focus on unearthing jewels within large caps and have done so consistently across cycles. Our latest find: SBI. Check out our detailed report, now live on our website. https://t.co/wQTkwJ8hKJ

[Senora Asset Management @SenoraAIF]

GST cuts take center stage 📰 and it is a move that could revive demand and reshape earnings. Read our CIO’s post for a deep dive into what this means for markets and StaG’s portfolio.👇

https://t.co/wTHTiSG8CX

[Senora Asset Management @SenoraAIF]

Our founder, Mridul Jalan shares his perspective on whether Indian equities are truly expensive or an opportunity in disguise. Read his take below 👇
https://t.co/opreoKtxlz