Subham Agarwal

Fund analyst - equities | cars and bikes enthusiast | drummer

[Medha Baddar @BaddarMedha]

💡 need 1 illustrated kids appropriate book... which also mentions the back stories of every verse...should be easy to find right ? Wasn't easy🐦‍⬛... 💡planned to use AI to make 1 i liked ..thought it will be easy... was it ?? 😂

[Aequitas Investments @AequitasL]

𝟭𝟯 𝗝𝘂𝗹𝘆 𝗺𝗮𝗿𝗸𝘀 𝘁𝗵𝗲 𝗯𝗶𝗿𝘁𝗵𝗱𝗮𝘆 𝗼𝗳 𝗼𝘂𝗿 𝗙𝗼𝘂𝗻𝗱𝗲𝗿 & 𝗠𝗲𝗻𝘁𝗼𝗿, 𝗦𝗶𝗱𝗱𝗵𝗮𝗿𝘁𝗵𝗮 𝗕𝗵𝗮𝗶𝘆𝗮.
Today, we celebrate his vision of empowering people with knowledge and enabling independent thinking to make more informed decisions.

As a tribute, we are launching two initiatives:
🔎 𝗔𝗲𝗾𝘂𝗶𝘁𝗮𝘀 𝗟𝗲𝗻𝘀 – A knowledge app from Aequitas, created to make our knowledge and perspectives more accessible.
👩‍🎓 𝗔𝗲𝗾𝘂𝗶𝘁𝗮𝘀 𝗖𝗮𝗺𝗽𝘂𝘀 𝗖𝗘𝗢 – A student leadership initiative designed to bring financial literacy and independent thinking closer to young minds, early in their journey.

Our team reflects on 𝘸𝘩𝘢𝘵 𝘩𝘦 𝘵𝘢𝘶𝘨𝘩𝘵 𝘶𝘴, 𝘸𝘩𝘢𝘵 𝘸𝘦 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦 𝘵𝘰 𝘭𝘪𝘷𝘦 𝘣𝘺, 𝘢𝘯𝘥 𝘸𝘩𝘢𝘵 𝘸𝘦 𝘢𝘳𝘦 𝘤𝘰𝘮𝘮𝘪𝘵𝘵𝘦𝘥 𝘵𝘰 𝘤𝘢𝘳𝘳𝘺𝘪𝘯𝘨 𝘧𝘰𝘳𝘸𝘢𝘳𝘥.

To know more about Aequitas Lens & Aequitas Campus CEO, click here: https://t.co/p9n1pG9sTW

#CelebratingSiddhartha #TheMultibagger #TheAequitasWay

[Aequitas Investments @AequitasL]

𝗘𝗾𝘂𝗶𝘁𝘆 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗖𝗮𝗿𝗲𝗲𝗿 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗮𝘁 𝗔𝗲𝗾𝘂𝗶𝘁𝗮𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀: We’re hiring passionate individuals ready to launch or advance their journey on the buy-side:

  • Pre-MBA Program for CA Freshers (<1-year post-CA)
Deep-dive equity research training, mentor-led, 2-year track
𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://t.co/4AdAIQQwli

  • Equity Research Associate (CA/MBA from Tier-1 college, with 2-5 yrs. work-ex.)
A platform to grow, learn, and develop into a global stock-picker.
𝗔𝗽𝗽𝗹𝘆 𝗵𝗲𝗿𝗲: https://t.co/PNzuD2pQU6

If you wish to live and breathe stock picking—this is your moment.

#EquityResearch #BuySideCareers #Hiring #AequitasInvestments

[Aequitas Investments @AequitasL]

🚨 𝗪𝗲'𝗿𝗲 𝗛𝗶𝗿𝗶𝗻𝗴 𝗮𝘁 𝗔𝗲𝗾𝘂𝗶𝘁𝗮𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀! 🚨
We’re on the lookout for sharp, ambitious minds to join our dynamic team at Aequitas Investments, one of India’s leading PMS fundhouse.

🔍 𝗢𝗽𝗲𝗻 𝗥𝗼𝗹𝗲𝘀:
🔹 Compliance/Operations Manager: Keep us sharp, clean, and regulator-ready.
🔹 Research Analyst: We don’t need years of experience – just loads of passion for public equities, dedication, and the grit to go the long, hard yards.

📝 Apply now via Google Form Link: https://t.co/rtwRm7b4Tr

#ComplianceManager #ResearchAnalyst #InvestmentCareers
#WeAreHiring #AequitasInvestments

[Aequitas Investments @AequitasL]

💡𝐅𝐨𝐨𝐝 𝐟𝐨𝐫 𝐭𝐡𝐨𝐮𝐠𝐡𝐭 𝐨𝐫 𝐛𝐢𝐭𝐞-𝐬𝐢𝐳𝐞𝐝 𝐦𝐚𝐫𝐤𝐞𝐭 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬, 𝐨𝐮𝐫 𝐍𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐜𝐚𝐩𝐭𝐮𝐫𝐞𝐬 𝐢𝐭 𝐚𝐥𝐥. 🍔
𝐖𝐡𝐚𝐭 𝐭𝐨 𝐞𝐱𝐩𝐞𝐜𝐭?

From domestic market updates to international trends; from capital markets to industry-specific perspectives, this is your go-to guide for key factors that are shaping change.

Read to stay informed & ahead of the curve. https://t.co/APCAQ9i6Tn

#StayInformedStayAhead #AequitasIndia #AequitasInvestments #TopDownBottomUp #Newsletter

[The Ken @TheKenWeb]

Siddhartha Bhaiya’s Aequitas is the fund for the ultra-rich that can win by not playing.

He has spent over a decade making the ultra-HNIs richer in a capricious market—though if it picks up again, he may just have to pay for that luck, reports @nonutnuha. https://t.co/pS1wQEr6hX

[Aequitas Investments @AequitasL]

Aequitas 1st Newsletter of 2025: Top Down, Bottom Up, is here!

👣 Special Coverage on the year 2024 gone by,
- How did Indian markets perform against Global markets.
- Clouds of INR Currency depreciation intensifies

🎯 Why the Signs of Slowdown, aren't slowing down!
- December EV sales reached 6 month low
- ⁠Telecom industry rapidly losing users
- ⁠India's CapEx down 12%..and more

📢 Commentary Straight from Horse's Mouth - what are industry leaders saying.. And more..

To read & download the newsletter, click https://t.co/tdlo087P56

Want early access to our newsletter?
Subscribe now & get it delivered straight to your mailbox, before anyone else.
https://t.co/oQ0Pjb2Tpj

Enjoy your Sunday read.
#StayInformed.StayAhead

[NDTV Profit @NDTVProfitIndia]

Why is @AequitasL's @sidd1307 sitting on 80% cash? How will he spend the funds?

He shares the plan with @niraj_shah.

Watch more on 'Talking Point': https://t.co/SXSGzFHBYO

[Subham Agarwal @asubham81]

Do read our take on the current power sector.

[Aequitas Investments @AequitasL]

We promised more details about our Back from Break career program – and here they are!

An exciting & tailored opportunity for mothers on a career break, to work with one of the leading global fundhouse, from the comfort of their home.

Equally excited? Then explore the entire scope and apply now if you haven’t already: https://t.co/JWS697TmKQ

#BackFromBreak #CareerComeback #CAMoms #MomsBackToWork #CareerRestart #WomenInFinance #FinanceProfessionals #TheBigBreak #AequitasInvestments #AequitasIndia

[Subham Agarwal @asubham81]

Ola service stations have practically become a mass graveyard where owners can’t even give a last rides to their bikes @bhaga @nitin_gadkari @kunalkamra88

[Aequitas Investments @AequitasL]

Family responsibilities and the financial domain – think it’ll be tough to juggle between the two?

We’ve got an exciting announcement that will ‘break’ this barricade for good. Stay tuned for more updates.

Drop us a mail at [email protected] with the subject: The Big Break to stay notified.

#TheBigBreak #WomenInFinance #FinanceProfessionals #AequitasInvestments #AequitasIndia

[Aequitas Investments @AequitasL]

Been donning the hat of a planner, nurturer, strategist, and manager as a mom?

We have something exciting that will shift the narrative of your professional journey. Stay tuned for the big reveal!

Drop us a mail at [email protected] with the subject: 𝗧𝗵𝗲 𝗕𝗶𝗴 𝗕𝗿𝗲𝗮𝗸 to stay notified.

#TheBigBreak #WomenInFinance #FinanceProfessionals #AequitasInvestments #AequitasIndia

[Aequitas Investments @AequitasL]

A lot unfolded last month!

Introducing our revamped Newsletter with a comprehensive take on 𝗦𝗶𝗴𝗻𝘀 𝗼𝗳 𝗦𝗹𝗼𝘄𝗱𝗼𝘄𝗻, Sectorial outlook, biggest rally since COVID in the 2nd largest economy & the biggest IPO listing - Hyundai.

The signs are out there at the retail level, as well as institutional level - have you noticed it?

Stay Informed, Stay Ahead.

Click here to check out our series of Top-Down Bottom-Up https://t.co/fPPX8H76Y0

#AequitasIndia #TopDownBottomUp #FinancialUpdates #MarketTrends #EconomicInsights #WealthManagement #MarketAnalysis #EquityMarkets

[Nigel D'Souza @Nigel__DSouza]

Aequitas on Hyundai IPO 👉 A Diwali Celebration in Seoul!

Upcoming IPO might not be a great deal for Indian Investors as
🚘 Global Automobile Industry is facing headwinds
🚘 Signs of slowdown in India

From Hyundai’s perspective it’s a no-brainer 🕺
😲 Stock in S.Korea trades at a measly 5x P/E
🫨 Hyundai’s India unit will be valued at ~42% of the Parent Co.’s MCap, despite contributing only 6.5% of the global revenues & 8% of the profitability

Global Auto Industry is Facing Massive Headwinds
👉Nissan announced production cuts in US & China
👉 Aston Martin stock fells 28% after profit warning on supply chain, China woes
👉 Volkswagen plans to close 2 German assembly plants

Signs of Slowdown in India as per recent reports
👉 Maruti Suzuki is adjusting its production to ease deliver inventories, following slower than expected demand
👉 India Car Sales declined for 3rd straight month in September, despite automakers offering hefty discounts

Valuation snap shot 👇
@AequitasL @sidd1307

[Aequitas Investments @AequitasL]

Hyundai IPO : A Diwali Celebration in Seoul

Aequitas Research team's take on the upcoming India's biggest ever IPO.

#StayInformedStayAhead #Hyundai #IPO #Investors #CaveatEmptor #AequitasIndia

[Aequitas Investments @AequitasL]

Don’t want to say ‘we told you so’ but going where everyone goes is not a great idea! Being contrarian is not just our 𝗛𝘆𝗺𝗻 𝗙𝗼𝗿 𝗧𝗵𝗲 𝗪𝗲𝗲𝗸𝗲𝗻𝗱 – it’s our #ForeverPhilosophy.

#Coldplay #FarEast

[Aequitas Investments @AequitasL]

Introducing a new segment in our Newsletter - 𝗦𝗶𝗴𝗻𝘀 𝗼𝗳 𝗦𝗹𝗼𝘄𝗱𝗼𝘄𝗻.

The global economy is slowing down & there are dark clouds on the horizon for the domestic auto sector, and more. In this section, we will look for other sectors showing early signs of slowdown. Watch this section closely.

Click here to check out our series of Top-Down Bottom-Up - https://t.co/KTsZJBdJa6

#AequitasIndia #TopDownBottomUp #FinancialUpdates #MarketTrends #EconomicInsights #WealthManagement #MarketAnalysis #EquityMarkets

[Aequitas Investments @AequitasL]

Presenting the next set of company comparison between Indian companies & their global peers. Simply stating facts for the investor to take a rationale decision.

If you find this interesting and wish to read more comparisons, check it out: https://t.co/Z2fuUketc0

#AequitasIndia #Investors #CaveatEmptor

[Aequitas Investments @AequitasL]

👉 India’s forex reserves up $68 Bn in FY24, where does it rank in global major economies?
👉 IT firms plan a hiring spree for FY 25, what are the hiring plans of the major IT companies?
👉 Capital Goods and Engineering companies undergoing Capex – Which company has what plans?
👉 US GDP grew at 2.8% CAGR in Q2 - What segment drove the growth?
👉 Union Budget: What are the key takeaways?

Click here to check out our series of Top-Down Bottom-Up - https://t.co/ZatL42zChl