Institutional Research Head - Asit C. Mehta ||
Stock markets and Economy || Healthy living || Loves Cycling and Running || Passionate about Real Estate
To revive the consumption cycle, the bigger trigger will be the capital expenditure announcement both by the govt and private sector. Reduction of interest rates and taxes are supportive factors and not deciding variables in decision making to spend.
Should you pare your positions in the PSU space? I spoke to @SiddarthBhamre from Asit C. Mehta Investment Intermediates Ltd., and he shared an interesting perspective.
The PSU rally has been phenomenal over the last 18 months, but earnings haven't kept pace.
Full interview: https://t.co/shzVdMrz9A
If you flaunt your profits, don't blame others for your losses.
Don't be excited when you win and don't be dejected when you lose.
Emotions should have no place in investing.
Finally!! Good old days of doing research based on derivatives data and forecasting market direction (positionally) will be back, though partially.
#SEBI#equity#derivatives
Getting back into running and connecting with nature. The best way to rejuvenate your mind, body and soul.
Durshet half marathon. After 3 years of break.
@_anujsinghal Exchanges want more work hours during normal days will give a week long break?
Overnight risk talks will let week-long holidays materialise?
6 hrs 15 mins r enough to take positions & hedge but vested interest wants more trading hours. These forces will never give long breaks.
#MarketsWithMC: Research Head, Religare Broking, Siddharth Bhamre is bullish on the IT sector. For value investors, this is the time to accumulate these stocks
Read his interview 👇
https://t.co/w6gHN5Ybjn
✍@sant0nair | #Markets#Stocks