Cusp Money

Track. Transform. Thrive.

Cusp Money Advisors Private Limited. SEBI Registered Investment Advisor (Reg No. INA000020004)

Email - [email protected]

[Cusp Money @CuspMoney]

Live on iOS! 🎉

Securely connect all your bank accounts, investments and more to have a holistic view of your finances and get actionable insights out of the same.

Take control of your finances now.

And yes, do not forget to share your feedback!

https://t.co/vvuhS3Tegc

[Cusp Money @CuspMoney]

So true🥲

[Cusp Money @CuspMoney]

At #ARIA ASPIRE 2026 conference #SEBI chief says 62% of prospective investors are influenced by finfluencers. "This is undesirable. It distorts investor behavior, weakens discipline, and erodes trust."

@aria_india1

https://t.co/yObXsJN76M

[Cusp Money @CuspMoney]

Happy Holi from team https://t.co/WcMd8ppGY7

[Cusp Money @CuspMoney]

Impact on Gold and Silver Prices -
It will impact the reported Net Asset Value (NAV) of Gold and Silver ETFs by aligning their accounting valuations more closely with real-time domestic spot prices.

[Cusp Money @CuspMoney]

Effective from 1 April 2026, #mutualfunds must instead use the polled spot prices published by recognised stock exchanges that are used to settle physically delivered #gold and #silver derivative contracts. 🧵

[Cusp Money @CuspMoney]

3. Transparency and Compliance -
Recognised stock exchanges operate under strict regulatory frameworks, ensuring that the polled prices used are highly transparent and compliant with regulations

[Cusp Money @CuspMoney]

n/n
Well, we don't know whether it is a fire sale or a falling knife.

But some interesting data point is that these firms have $20B+ in cash, 25%+ operating margins, and are now the "orchestrators" for global AI migration.
Share your thoughts in the comment.

[Cusp Money @CuspMoney]

1/n
Is Indian IT a "Bargain" or a "Trap"?

The "Anthropic Shock" has hit Indian IT hard. 📉 The #NiftyIT index has corrected 22% in just 30 days.

But the real shocker isn't the crash—it's the long-term stagnation.

Let's analyse in this thread 🧵

[Cusp Money @CuspMoney]

5/n
The "18x Frontier"💎
While the index is at 22x, the Weighted Forward PE of the "Big Three" (TCS, Infy, Wipro) has dipped toward 17x-18x.

Is it a Bargain? 🏷️
OR
Is it a Trap? 🪤

[Cusp Money @CuspMoney]

65% of the people do not know how much is their monthly expense.
Not becuase they don't care but because they do not have a tool to track their expense easily.

With Cusp's automatic tagging feature, you don't track expense, your expenses track themselves.

[Cusp Money @CuspMoney]

n/n
While this remains a lower-probability scenario, its consequences would be significantly asymmetric. The macroeconomic consequences could be worse than those of the 2008 Global Financial Crisis.

[Cusp Money @CuspMoney]

1/n
Did the #EconomicSurvey2026 presented in the Parliament just hint on the possibility of 2008 like or even worse Financial Crisis in 2026?
It outlined 3 global scenarios for the world economy.
And the highlight is - Fragility is no longer a tail risk —it’s the base condition.

[Cusp Money @CuspMoney]

9/n
A correction in this segment were to coincide with geopolitical escalation or trade disruption, the resulting interaction could produce a sharper contraction in liquidity, a sudden weakening of capital flows, and a shift toward defensive economic responses across regions.