SBZ_finance

Unafraid II Untamed II Wild

[Bull Theory @BullTheoryio]

🚨 MSCI is killing entire countries stock markets.

Turkey's stock market has crashed 23% since MSCI issued its first warning in June, saying it could review Turkey's market status.

Indonesia's stock market also crashed 18% in just 3 days after MSCI warned it could cut the country from emerging market status.

On Oct 15, MSCI froze changes to its Turkey indexes.

For now it will not add new Turkish stocks or raise the weight of existing ones, which limits new foreign index buying.

MSCI also warned it could cut Turkey from emerging market to frontier or standalone status if there is no progress by June 2027.

The trigger is a fund scandal.

On Sept 17, Turkey's regulator ordered the liquidation of 131 funds, after prosecutors began investigating manipulation of thinly traded stocks through these funds.

[SBZ_finance @sbz_finance]

@EquityInsightss Is there something wrong with the stock or its valuation?

[Patterns @Patterns0001]

🇮🇳 FIRST TIME IN STOCK MARKET HISTORY:

Mutual funds’ Assets under custody (AUC) have overtaken those of FPIs in August 2026

[SBZ_finance @sbz_finance]

@cryptorover And what was the TRIGGER?

[GrowthEdge @growth_edge_]

Zerodha just made US investing cheaper. 🔥

Zerodha has updated its international investing pricing and this is cheapest one.

The US Stock Investing beta is launching soon.

Guide: https://t.co/Hx84Gxs4v5

And yes, Zfund Global Broking is currently offering the same pricing.
Link : https://t.co/BEiTpmd7kU

Zerodha is entering a market where INDmoney has already built a strong head start.

[Neil Borate @ActusDei]

Zerodha has enabled enabled US stocks in beta mode to some users! 5 things you should know.

1) Who is the underlying broker?
BSE owned India INX and hence most likely View Trade (at the back end)
Groww operates on Alpaca

2) Brokerage rate
0.1% which is similar to Paasa and better than the 0.25% on INDmoney and Vested
Similar to Groww at 0.1%

3) Minimum brokerage
Just 0.01 USD compared to 1 USD in Groww.

4) Maximum brokerage
$10 vs no cap in Groww

5) Remittance?
Its website says only 0.5% forex markup compared to 0.8-1% on other platforms. Seems to be the strongest advantage!

6) UCITS available?
Not as of now it seems on Zerodha or Groww

Thoughts or comments? Let me know

[Dhanesh Gianani @dhanesh500]

Can't wait to buy 1 share of Burma Burma for ₹100 and get free dinner vouchers worth ₹10,000

Dream for value investors.

[SBZ_finance @sbz_finance]

@Monikasi12 @YMehta_ What do you mean by the time value of Assets

[Yash Mehta @YMehta_]

Government sold a loss-making PSU for Rs.769 crore. The 29% it still owns is now worth Rs.62,000 crore.

Hindustan Zinc was transferred with management control to Vedanta two decades ago. The residual stake alone has already paid more in dividends than the entire sale proceeds.
The company is now the world’s largest integrated zinc producer.

Zinc output is up over 4x. Silver is up 15x. Imports have been replaced, exports are generating foreign exchange, and taxes plus royalties have run into thousands of crores.

ICICI was privatised and is valued near Rs.9.88 lakh crore. IDBI stayed public, needed repeated capital, and is valued around Rs.90,000 crore.

With the IDBI Bank majority stake sale now approved, the residual holding is the real variable. Private execution plus a minority government stake is what turned Hindustan Zinc into long-term national value.

The numbers leave little room for the old “family jewels” argument.

[SBZ_finance @sbz_finance]

@InvestorOfJAMMU @AskZerodha Great take man
Though Zerodha instant Cash withdrawal is awesome. But it still needs reforms!

[Tarun Sharma @talktotarun]

Zee Business Exclusive:

RBI Proposes Gold ETF Overhaul to Curb Gold Imports

RBI suggests Gold ETFs invest in tradable gold receipts instead of physical gold.

Proposal to replace existing schemes with new Gold ETF schemes.

RBI to import and hold gold to meet redemption demand.

Gold receipt redemption to be settled in Indian rupees.

Proposal may ease forex pressure while offering gold-linked returns.

Capital gains on gold receipts may be taxed at the individual investor level.

Finance Ministry, RBI and SEBI did not respond to Zee Business emails seeking comments. @SEBI_updates @RBI @FinMinIndia @nsitharamanoffc @aijgf4india @IBJA1919

[Anurag Singh @anuragsingh_as]

Now the Gold ETF you buy will not be backed by physical gold. It’s a promise to pay by RBI. Just like the recent FCNR deposits. Net short Dollar position of RBI is now $200 BN plus. So much to manage rupee. India needs real capital reforms! They’re doing everything but that !

[SBZ_finance @sbz_finance]

@sunilgurjar01 NSDL

[SBZ_finance @sbz_finance]

@InvestorOfJAMMU Can you be more specific on these position? It’s harder to comprehend

[SBZ_finance @sbz_finance]

Following the Feds
RBI too has increased the interest rates

CRR reserves are also ordered to be around 99%

Following this there will be Margin contraction for Banks and NBFC

So the stocks of banks and NBFC sector from here on will face pressure!

[SBZ_finance @sbz_finance]

@kotakneo With CAS they are really increasing the market timings!

[SBZ_finance @sbz_finance]

Why is SILVER trading around all time low!

[SBZ_finance @sbz_finance]

@LearningEleven Why is Paytm cheaper right now

[SBZ_finance @sbz_finance]

@AdityaD_Shah P/B was low but the gross NPA of HDBFS was high. I had it in my portfolio nut I graciously exited it last year,

[SBZ_finance @sbz_finance]

@Singhlicious @RajeevThakkar Very respectable