Dharmendra kumar

Option Trader | Investor | Netarhat School | B. Tech IIT Roorkee

[Dharmendra kumar @dharmendra19871]

@SBICard_Connect I am not able to connect sbi card customer care because asking for last 4 digits of card & I don't have any sbi card. Even I am not able to send private message here

[Dharmendra kumar @dharmendra19871]

@SBICard_Connect

Interaction ID:1-413756906587 Today I got Email that I have applied forsbi credit card and approved with application no. 2914608045216
Please withdraw this application as i am not applied and i will not be liable for any transaction with this card.

[Invest In Assets 📈 @InvestInAssets]

Buy stocks when consumer sentiment is low:

[Deepak Shenoy @deepakshenoy]

A -5.7% down month in Feb 2025 and boom, markets look horrible. Five continuous down months now, taking Nifty to down about 16% from the top.

[Varsity @ZerodhaVarsity]

If you think we are in a bear market, you haven't seen one yet. This is how the bear market has looked in numbers over the last 3 decades.

[Zerodha @zerodha]

Nine consecutive years of positive returns.

[Zerodha @zerodha]

Foreign Institutional Investors (FIIs) have been on a big selling spree in October. So far, Indian markets have witnessed FII outflows of around ₹82,000 crores—the highest ever in any month.

[Ashish Gupta @AshishGupta325]

#RIPRatanTataji

[Sunil Singhania @SunilBSinghania]

Man of “steel”, heart of “gold”, humility to a “nano”, speed of a “jaguar”, hospitality of a “taj”, always ahead in “tech”. He was a true “titan”

India lost its most anmol “Ratan”. India owes a lot to you. Om Shanti 🙏

@RNTata2000 @TataCompanies

[Invest In Assets 📈 @InvestInAssets]

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[Zerodha @zerodha]

Back at all-time highs🚀

[Tijori @Tijori1]

HDFC Bank and Kotak are in a league of their own when it comes to productivity per branch

Axis bank is surprisingly low

Sales per Branch

Kotak ~48 Crs
HDFC Bank ~46 Crs
IDFC First ~38 Crs
ICICI Bank ~36 Crs
Axis Bank ~28 Crs
SBI ~26 Crs
Canara Bank ~12 Crs

[Zerodha @zerodha]

With rising incomes in Indian households, consumption growth has big potential in key areas.

[Dharmendra kumar @dharmendra19871]

The most important investment you can make is in yourself – Warren Buffett.

[Dharmendra kumar @dharmendra19871]

@lakshya_sen we are proud of you...

[Dharmendra kumar @dharmendra19871]

Nikkei up by 12%, today may be short covering in indian market.

[Elon Musk @elonmusk]

😬

[Anil hudda @anilhudda]

Why are global markets falling, including India's?

It's mainly due to the 'Yen Carry Trade.'

1. Investors borrowed cheap yen from Japan to invest in higher return assets globally.
2. Bank of Japan hiked rates by 0.25% last week.
3. The Fed signaled future rate cuts.

Result? The yen is rising against the USD and other currencies and sell off in risky assets.

Let's understand it with an example.

Before Interest Rate Hike:
1. An investor borrows 1,000,000 yen at 0.1% interest from Japan.
2. Converts the 1,000,000 yen to USD at an exchange rate of 1 USD = 100 yen, getting $10,000.
3. Invests $10,000 in a global asset with a 5% return, earning $500.

After Interest Rate Hike and Yen Appreciation:
1. Bank of Japan raises interest rates to 0.25%.
2. The yen appreciates to 1 USD = 90 yen.
3. The investor needs to repay 1,000,000 yen + 0.25% interest = 1,002,500 yen.
4. Converts $10,000 + $500 (returns) = $10,500 back to yen at the new rate, getting 945,000 yen.
5. The investor now has a shortfall of 57,500 yen due to the stronger yen and higher interest rate.

This increased cost forces investors to sell off their global investments to repay their yen loans, causing markets to fall.

[Dharmendra kumar @dharmendra19871]

Global markets started showing downtrends , Nifty may replicate this trend as indicated by today indian market.

[Zerodha @zerodha]

Year to date performance of Nifty, gold and govt bonds.