ValueMetrics

[Manuj Jain, CFA @Manuj_Jain1]

Rupee Depreciation: Risk Signal or Opportunity Signal?

(1/2)

[Manuj Jain, CFA @Manuj_Jain1]

Shared my views on MAAF in today’s @ET_Marketing .. story by @PrashantmET

[Manuj Jain, CFA @Manuj_Jain1]

Mutual Fund & SIF Monthly Flow Trends (Detailed Presentation) https://t.co/mPD3bAD422

[Manuj Jain, CFA @Manuj_Jain1]

Shared my views on SIF @bsindia

@ValueMetrics_

[Manuj Jain, CFA @Manuj_Jain1]

Monthly Mutual Funds Flow Trend: Active Equity

[Manuj Jain, CFA @Manuj_Jain1]

10x in 10 Years (Monthly SIP Contribution)

[Manuj Jain, CFA @Manuj_Jain1]

Oil, Currency and Equity

[Manuj Jain, CFA @Manuj_Jain1]

Big Bull Years; Not Without Big Falls

Even in years with strong returns, markets witness sharp interim declines (1/5)

@ValueMetrics_ @ChiragP2210

[Manuj Jain, CFA @Manuj_Jain1]

3 types of investors:
- Those who’ve only read about market falls (imagine an 18 year old discussing 2008)
- Those who witnessed falls but weren’t invested (saw 2020, but from the sidelines)
- Those who were invested and lived through the volatility
(1/2)

[Sanket Dhanorkar @SanketD_ET]

Will Specialised Investment Funds (SIFs) pass early litmus test?
Launched amid much fanfare last year, SIFs have been thrown straight into the deep end of the pool. Amid testing market conditions, how they prove long-short execution capabilities to deliver superior outcomes will reshape how India’s emerging wealthy class thinks about equity investing.
A deep-dive story in @ET_Wealth this week
Hint: early results are quite encouraging.
https://t.co/GFGg4sDE9z

[Manuj Jain, CFA @Manuj_Jain1]

Below-average valuations.
Muted sentiment.

Often means, above-average return in medium term.

[Manuj Jain, CFA @Manuj_Jain1]

Interesting SIP data point:

SIP Contribution ↓ from ₹31,002 Cr → ₹29,845 Cr

Despite
Total Outstanding SIP Accounts ↑ from 10.29 Cr → 10.45 Cr

Reason:

Contributing SIP Accounts ↓ from 9.92 Cr → 9.44 Cr
@ValueMetrics_

[Manuj Jain, CFA @Manuj_Jain1]

The 1% Club: India at 175k USD

Source: Knight Frank

[Rajkumar PR @RajkumarPR8]

Smallcap fall & recovery over the last 20 years. Excellent insights shared by @ChiragP2210 @ValueMetrics_

[Manuj Jain, CFA @Manuj_Jain1]

:-)

[Manuj Jain, CFA @Manuj_Jain1]

Active Equity MF Flows: Monthly Trend

[Manuj Jain, CFA @Manuj_Jain1]

Specialised Investment Fund (SIF) : Early Trend

Industry at Glance

@ValueMetrics_

[Manuj Jain, CFA @Manuj_Jain1]

Kitna “diversify” karoge bhai 🫣

[Manuj Jain, CFA @Manuj_Jain1]

Risk is I might die early.
An even bigger risk: what if I live longer?

Very few plan for a long life.

Longevity is a blessing, but only if finances last longer than we do.

Planning is not about pessimism; it’s about preparedness.

[Manuj Jain, CFA @Manuj_Jain1]

Strategic diversification into commodities and foreign assets makes sense for a domestic equity–heavy portfolio.

But if our diversification was 0% till now, we shouldn’t wake up one fine morning and overload foreign assets and precious metals, to the extent that domestic equity itself starts looking like a “tactical trade” in our own portfolio.

Asset allocation is built over time, not triggered by headlines.