Manoj Murlidharan.

Head of Quant &strgy Index options, Math, Quant and Statistical models .2nd and 1st order dertve, views r personal consult ur financial advisor before trading.

[Radhika Gupta @iRadhikaGupta]

A LinkedIn post I thought would be worth sharing here too.

An honest open letter to placement cells and campuses:

We get thousands of CVs to join us. 85% of them come for one role: equity research / investing.

I am pretty all 85% of these will get these roles. Or that they are even suited for them.

And the 15 other things we do as an asset manager? No one cares.

But campuses have glamorised a handful of roles in finance: equity research, investment banking, PE while quietly treating many others as second-tier careers.

I promise you this thinking is now outdated.

Some of the largest opportunities in finance over the next decade will come from spaces that are:
• less crowded
• evolving rapidly
• and severely talent starved

Here is a sample...

Risk: regulation, governance needs and complexity are exploding. Demand for good talent far exceeds supply.

Investment Products: modern investment products are as much about design, positioning and communication as actual investment management.

Derivatives Trading: a massive new SIF and hedge fund ecosystem is emerging, with very few trained professionals.

Private debt & infrastructure Investing: India’s capital needs are enormous, but specialist talent is limited.

By the way, we never get a resume for sales, perhaps the most misunderstood career in finance campuses. Sales builds resilience, networks, business acumen and leadership. It's not a surprise many CEOs are formal sales leaders. And in reality, everyone in leadership does sales at some point.

I have seen talented people in all of these areas rise very quickly at young ages, build meaningful careers, be genuinely happy, and make a lot of money. And I have also seen people remain stuck because they refused to look beyond the glamour shortlist campuses celebrate.

Career choice should answer 3 questions:

1. What will the world need more of?
2. Where is competitive intensity lower?
3. What am I good at?

Think about your career the way founders think about startups:
Don’t only chase crowded markets. Find growing ones with unmet demand.

A strange conundrum exists in India.

Every campus says there are not enough jobs.
Every company says there is not enough talent.

Both cannot be true at the same time.

The real gap is not only opportunity.
It is signalling, guidance and fitment.

Too many students are chasing the same visible careers while some of the fastest-growing areas in Indian finance are starved of talent. And I am sure what is true of finance is true of most industries at large.

The people who build extraordinary careers over the next decade may not be the ones who followed the crowd into the most glamorous roles. They may be the ones who saw opportunities others did not.

And finally, let's shun the notion that there is something called the best “Day 0” job.

There is no universal Day 0 job.
Day 0 differs for everyone.

And 0 shouldn't even matter that much. Afterall, a career is not a 6-month placement outcome.
It is a 40-year compounding journey.

[Manoj Murlidharan. @manoj_vix]

@TheFigen_ Common sense

[Manoj Murlidharan. @manoj_vix]

@financewsharan use of derivatives works best in range bound, falling mrkts. Base effect works positive in falling mrkt such funds, Dertve instrmt give stable returns whn backed byunderlying. Indianmarkets witness super trends once in 13-14 yr, so using this with of 10 yr willyield bestresults.

[Manoj Murlidharan. @manoj_vix]

Nifty Vix and its projection for 30 days span under standard blackscholes and 30 day binary option projection model,implies a classic 4.6-5.5%% net dip in put option IVs for March series. Several cross

[Manoj Murlidharan. @manoj_vix]

Ce @70-160 best strgy ,no sloss invest this with trgt 590-760 as target . Simple strgy like call spread 22500-23400 yield best . We expect nifty to be in 21500 to 24600 range in March.Even simple 95% ,3week, stand dev risk model implies ,premium decay in puts, i.e intrinsic

[Manoj Murlidharan. @manoj_vix]

Nifty Vix and its projection for 30 days span under standard blackscholes and 30 day binary option projection model,implies a classic 4.6-5.5%% net dip in put option IVs for March series. Several cross leg reversal strgy , especially calendar might be seen.

[Manoj Murlidharan. @manoj_vix]

As per the rule of reverse arbitrage max 2 days or 800 (21540-800) Spot nifty pt in max terms,might be the reversal in time n levels, nifty especially 4 major sectors can lead to a reverse arbtrge surge with around 42-50k buying in stock futures,(beta less than 0.8)if I'm notwrng

[Manoj Murlidharan. @manoj_vix]

@RailMinIndia Send some minister in this train with his old mother to realise the efficient railways and working, such in efficient driver or locomotive ,old PPL are suffering with jerk the driver doing on train since last 10 hr, can't even sit peacefully shame .....

[Manoj Murlidharan. @manoj_vix]

@RailMinIndia train https://t.co/OlRZM0X8gj nightmare with this duranto now crossed sawntwadi the driver jerking train so hard ,old PPL are sprained back and diffcult even sit. Basic locomotive driving staff also not present and we talkng technology, shame on raikways

[Manoj Murlidharan. @manoj_vix]

@RailMinIndia Duranto driver jerking train so hard old PPL having sprain in backand things are falling off, 20-30 times last 5 hr now crossed sawanwadi, basic things can't be done railways shame on this...

[Manoj Murlidharan. @manoj_vix]

@RailMinIndia old PPL are hurt bad ,duranto train jerking off so much things are falling off, now sawanwadi, basic driver skill no even present and talking of automation..shame ..

[Manoj Murlidharan. @manoj_vix]

@RailMinIndia duranto from kerala to mumbai now crossed sawanwadi,driver jerking the train so hard old PPL having back spain and thngs falling off.complined no response as usual,

[Manoj Murlidharan. @manoj_vix]

@RailMinIndia I'm in duranto frmkerla to mum now at sawant wadi, the driver has jerked train so hard morethan 20-30 times things are falling off even old PPL having sprain in their back, the driver has no skill orsofthand on controls or the locomotive is scrap,wepay tax for this

[Manoj Murlidharan. @manoj_vix]

Expry

[Nigel D'Souza @Nigel__DSouza]

Flows in Cash Market on 25 November 2024 👇

👍 FII net bought ₹9947 cr
👎DII net sold ₹6908 cr

Good to see FII net bought but also note MSCI element played out today 💰

@CNBCTV18News @CNBCTV18Live

#StockMarket #Nifty

[Manoj Murlidharan. @manoj_vix]

Buy banknifty 25 july51000 pe@550-600 sloss100 trgt 1200 can be good trde.use ur descresion..

[Manoj Murlidharan. @manoj_vix]

[Sell banks
: July will under perform
: Shft sector from banks

[Manoj Murlidharan. @manoj_vix]

With EMs on the denominator side for risk reversal, Developed markets with falling bonds, have equated with selling in Equity mrkts,to neutralise the risk.
Next 12 mnths with an average coc and higher VIX will be where the money can be made by strategic trdes...

[Manoj Murlidharan. @manoj_vix]

The VAR model using 95 Percentile per week so far has been the fav model for FII cash decisions.Before India's major event the Cost of carry for major derivatives instrument seems to have bottomed out a major par.ater.for Fresh or reverse arbitrage.

[Manoj Murlidharan. @manoj_vix]

@Akshat_World Pay like jindal, elon and Murthy then ask to work 70 hr a week...