Top Tweets for #DSPNavigator
Here’s the latest edition of #DSPNavigator, a quarterly tool that tracks market conditions and outlines our recommended asset allocation strategy, with a detailed view of key return drivers such as valuations, growth, input prices across asset classes, and more.
This one sees India through three balance sheets - Internal, External and Market.
Read the🧵below or download: https://t.co/76QTCw7FSF
#readforonepercentbettereveryday
Markets don’t ring a bell at the bottom.
Valuations reset. Fear is back.
Quality is getting cheaper.
Time to add equity — but with discipline.
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#DSPNavigator @dspmf
Here’s the latest edition of #DSPNavigator,
a quarterly tool that tracks market conditions and outlines our recommended asset allocation strategy, with a detailed view of key return drivers such as valuations, growth, input prices across asset classes, and more.
Read the🧵below or download:
https://t.co/sDhyJzvGpH
Here’s the latest edition of #DSPNavigator,
a quarterly tool that tracks market conditions and outlines our recommended asset allocation strategy, with a detailed view of key return drivers such as valuations, growth, input prices across asset classes, and more.
Read the🧵below or download:
https://t.co/sDhyJzvGpH
Return Dispersion Across Equity And Precious Metals.
Download #DSPNavigator: https://t.co/wXyBCLmavB
Valuations And Earnings
What do the numbers look like?
Download #DSPNavigator: https://t.co/wXyBCLlCG3
And all this feeds into a bigger problem: what we think is the reason might actually be the consequence – pushing foreign investment out of India and building pressure on the rupee.
Download #DSPNavigator: https://t.co/wXyBCLmavB
The slowdown isn’t narrow. It’s broad. Not one or few, but almost all components of GDP have faltered, compared to the two decades prior to covid.
Download #DSPNavigator: https://t.co/wXyBCLmavB
India’s Appeal Looks More Measured
How well has the loan growth established into demand growth? It has not.
Download #DSPNavigator: https://t.co/wXyBCLlCG3
US housing is softening, and if past cycles are any guide, the economy tends to soften with it.
Download #DSPNavigator: https://t.co/wXyBCLmavB
Markets Sense The Unseen
Three G4 Central Banks Cut. But Yields? Climbing Anyway.
Download #DSPNavigator: https://t.co/wXyBCLlCG3
And even the central banks in entirety, did not ditch US treasury, but only switched to gold in incremental addition to their reserve assets.
Download #DSPNavigator: https://t.co/wXyBCLmavB
Private foreign players, in particular, are still adding to US assets.
Download #DSPNavigator: https://t.co/wXyBCLlCG3
The Bigger Question: Who Is NOT Dumping US Assets?
The story may be about dollar selling, but not all investors are reading from the same script.
Download #DSPNavigator: https://t.co/wXyBCLlCG3
Accumulation of debt creates an illusion of prosperity – however, fails to establish into real output.
Download #DSPNavigator: https://t.co/wXyBCLlCG3
Here's a new edition of #DSPNavigator: A quarterly tool that studies market conditions & reveals our recommended asset-allocation strategy, with a detailed take on drivers of returns, including valuations, growth, input prices across asset classes & more.
Read the🧵below or download: https://t.co/vayxcP9k8A
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