Sujit Sahgal

Talks about financial markets, agriculture and Urdu shayari

[Sujit Sahgal @SujitSahgal]

Recently wrote this couplet on the #plightoffarmers in #india and it also links up well with my upcoming #book on the #futureoffarming

[Sujit Sahgal @SujitSahgal]

@Rekhta Unko har zulm par duaaen diin
Sabr ki aur inteha kya hai.

[Sujit Sahgal @SujitSahgal]

@bombaytimes @rohitroy500 Way to go brother!

[Sujit Sahgal @SujitSahgal]

#Oil just hit $100 and #gold is flirting with $2000 and the #VIX is back above 30 even as some banks are now expecting 9 #ratehikes Perfect #riskoff setting. Something has to give! Pick up quality names as they dip in sympathy.

[Sujit Sahgal @SujitSahgal]

@Dpiff_official @rannvijaysingha @rohitroy500 Great stuff @rohitroy500

[Sujit Sahgal @SujitSahgal]

@radhikaanand66 Great stuff @radhikaanand66 it’s a big deal!

[Sujit Sahgal @SujitSahgal]

They were too camera shy so allowed this only once they had crossed….

[Sujit Sahgal @SujitSahgal]

The #village #women trek up two hours to cut and carry down these leaves and twigs to feed their goats and cattle as it is much more nutritious than the normal grass. The hard work the village women do! #farming #agriculture #ruralindia

[SpeakIn @SpeakIn_Global]

SpeakIn is delighted to welcome 5 new expert speakers into its fold.
@diuGanatra @DrAshwinVijayPR @SujitSahgal @niti_raizada @Anita_ekansh

[Sage India @SagePubIndia]

#EngageWithSAGE
Tune into live webinar on ‘How best practices, new business models and technology can revolutionize farming' by Sujit Sahgal!
Live on YouTube @ SAGE India

REGISTER NOW: https://t.co/7V2Q56UI69

Date: 11th February 2022
Time: 5:00 PM onwards (IST)
@SujitSahgal

[Sujit Sahgal @SujitSahgal]

We are talking about a minus 300,000 number vs expectation of a plus 180,000!

[Sujit Sahgal @SujitSahgal]

Bad news is good news when the economy is hot and running at very low #Unemployment and high #inflation. Because it means lower chance of rapid rate hikes! No wonder the #Payroll data just out will keep the bid on this #buythedip trade.

[Sujit Sahgal @SujitSahgal]

From one to more than five in a few weeks! That’s how the market expectation pendulum swings and the truth always lies somewhere in the middle. I don’t think we see 5-6 rate hikes by the #FederalReserve in 2022. But #markets are quick to price such in. Always an opportunity.

[Sujit Sahgal @SujitSahgal]

The US #volatility crossed 30 this past week. An almost 10 year high, excluding the initial pandemic months. Last 5-6 times it has reversed sharply from high 20 to low 30s and dropped to mid-teens. That’s a material rally in #stocks when the Vix halves! Surely a trade here.

[Sujit Sahgal @SujitSahgal]

After 5 years I re-started investing in stocks as I was not allowed to own single securities before. It was a week where #stocks had corrected somewhat. I made a small start with #Netflix #Apple #Asianpaints and some #REIT stocks in #Singapore. You can never pick the bottom!

[Sujit Sahgal @SujitSahgal]

#Gold is driven by 4 things — demand and supply, #inflation worry, as an anti-$ and a risk-off trade. With rising #rates ($ positive) and inflation maybe peaking, risk aversion is likely the only remaining tailwind. Would not bet on a big rally here even while prices remain firm.

[Sujit Sahgal @SujitSahgal]

Oil price just crossed $90 a barrel. Due to supply side and geopolitical concerns. High oil prices mean higher inflation, which in turn means higher interest rates. The correction in the #india #StockMarket has more to run with a P/E of 21x and earnings growth expectation of 18%+

[Amith @amithstar]

@SujitSahgal's book 'Agribusiness and Technology' looks at how technology is reshaping & reinvigorating the efficiency of India's farm-to-fork value chain.

Excited to be a part of the panel discussion at the virtual book launch tomorrow!

Register here: https://t.co/9Nwx8jnBD1

[Sujit Sahgal @SujitSahgal]

@rohitroy500 Thanks Rohit! Indeed a good set of panelists to discuss this pertinent topic and book on #agritech and #agriculture

[Sage India @SagePubIndia]

#BookLaunchAlert #RegisterNow
Digital Launch of "Agribusiness and Technology" by @SujitSahgal
Date: Tuesday, 14th December 2021
Time: 5:00pm IST onwards

Register Here: https://t.co/OrV40EBZTj

Watch the Book Launch Live at: https://t.co/YCZUmHKXdm

[Sujit Sahgal @SujitSahgal]

@rohitroy500 Thanks brother. Indeed something I strongly believe in…