Viral Berawala

Buoyant Capital. Views are personal.

[Ajaya Sharma @Ajaya_buddy]

@AdfactorsPR Capital Markets Group was glad to
Partner w/@PmsBazaar for Dubai Conclave. Insightful conversations on road ahead for Indian Equities w/ a house full of HNIs & Family Office investors . @viralnb @sarkaraniruddha @KothariSatish @nbalajiv discussed strategies

[Jigar Mistry @jigarmist]

Letter 137: If this chart worries you, you're not alone. Losses have exceeded half a trillion, but it’s not as bad as it seems. We break down how we got here and what’s needed for recovery. Here: https://t.co/KbIMuN00vw
@BuoyantCap @moneycontrolcom

[Jigar Mistry @jigarmist]

Letter 135: As the RBI MPC announces its rate decision today, we look back at the 800 bps Repo-FFTR gap in 2013 vs 150 bps now and what has changed in between. We also assess NIM impact & which banks are best placed. https://t.co/6cLXRcGJhf

#RBI #Economy #Banks @BuoyantCap

[Jigar Mistry @jigarmist]

Letter 134: Intel’s dominance in chips faced setbacks due to shifting market dynamics. Our latest ET article delves into Intel's fall behind ARM & NVIDIA, and the risks in valuing high-growth firms. Read here: https://t.co/tFLz7zwukI @BuoyantCap

[Jigar Mistry @jigarmist]

Letter 133 | Steel Storms: European steelmakers urge the EU to address market disruptions from steel imports. Our article dives into ArcelorMittal’s rise, its recent struggles, and why the steel industry is so cyclical https://t.co/6oXx93Ea17 @BuoyantCap

[Jigar Mistry @jigarmist]

Letter 131 | Fed-friendly feeds
From Newton’s blunders to Volcker’s shocks, history shows wild economic swings. But today’s rate hikes are different. Read how subtle online messaging helps create a new frontier of economic influence here: (ET) https://t.co/nDLZfuHYlL @BuoyantCap

[Jigar Mistry @jigarmist]

Letter 130 | Doing Nothing
The gap between what is said and what is understood can be substantial. Hippocrates' dictum, "First, do no harm," has often been interpreted to mean avoiding risk at all costs. Our ET article here: https://t.co/s95pTl3nzj @BuoyantCap @viralnb

[Buoyant Capital @BuoyantCap]

Join us for an insightful conversation as Jigar Mistry shares valuable perspectives on CNBC TV18 Live. Gain unique insights into the financial landscape and stay informed with this engaging discussion. Don't miss out – tune in now, Click The link https://t.co/tJ0CRbZ5Iy

[pms bazaar @PmsBazaar]

✅ 𝐇𝐢𝐠𝐡𝐥𝐲 𝐑𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝𝐞𝐝 𝐑𝐞𝐚𝐝

👉🏻Checkout the latest article by Mr. @jigarmist, Director, @BuoyantCap on – A good company versus a great investment.

💯𝐑𝐞𝐚𝐝 𝐍𝐎𝐖: https://t.co/6SnfjJogRw

#investment #investmentanalysis #alternativeinvestments

[pms bazaar @PmsBazaar]

🌟 Introducing Our Gold Sponsor: @BuoyantCap

We're thrilled to introduce the GOLD SPONSOR of our Grand PMS & AIF 6.0 Summit: Buoyant Capital! 🚀

💯Book your ticket & meet us on November 3, at Hotel Sahara Star, Mumbai - https://t.co/hMObZcqSp3

#pmsaif6 #buoyantcapital

[ET NOW @ETNOWlive]

Market Insights: Evaluating portfolios, staples, Nifty & beyond with Viral Berawala, Director - Buoyant Capital

Watch: https://t.co/UPZahI0y3x

[Motilal Oswal Private Wealth @MotilalOswalPW]

Know Your #4CFundManager!

Watch @jigarmist, Co-Founder - Buoyant Capital, discuss the global market outlook and various strategies during varied situations with our head of investment Advisory @NarenReddyM.

Video Link: https://t.co/EIliE9lF2a

#MotilalOswal #WealthManagement

[Jigar Mistry @jigarmist]

Letter no. 125 | Credit Cards

Valuations imply (a) current return ratios are sustainable for long, and/or (b) runway for growth is long given India’s imminent digitisation. We believe that the markets may be overestimating both.

@BuoyantCap @viralnb #investing #creditcard

[CNBC-TV18 @CNBCTV18News]

Market Outlook | Market has rejoiced the probability that the last of the rate hikes is behind us, says @jigarmist of Buoyant Capital. He is positive on NBFCs, smaller banks & pharma @PavitraParekh1 @Reematendulkar @SurabhiUpadhyay

[Jigar Mistry @jigarmist]

Letter no. 122 | Power sector ailments, and the New Electricity Act

Strong power demand and new Electricity Act:
India’s electricity landscape can change. But…

But the situation is now dire after several failed attemps. Too large a problem to be left alone.

@BuoyantCap

[Jigar Mistry @jigarmist]

Letter no. 121 | Crude, forex, rates and equity markets

Crude: down 12% (1m), 33% from June-22. India imports 87% of requirements, lower px are good, but there are counteracting forces. It impact India’s BOP, inflation, govt. finances and interest rates. https://t.co/vtVJMvuZBp

[Jigar Mistry @jigarmist]

Letter # 120 | Anatomy of rate hike cycles

As FOMC announces its rate decision tomorrow, in our @EconomicTimes article today, we look at the anatomy of rate hike cycles, how has RBI managed things, and equity investing in perspective. Here: https://t.co/X2yd1eiUE2

@BuoyantCap

[CNBC-TV18 @CNBCTV18News]

Market Outlook | Catch @Jigarmist of Buoyant Capital discuss #market and top sectors to bet on with @Reematendulkar @PavitraParekh1 @SurabhiUpadhyay

[Jigar Mistry @jigarmist]

Letter 119 | US Generics: time for a cyclical upturn?

A 1984 Act, an audacious 2002 filing, and Indian Pharma transformed - from “copycats” to “formidable global generics players” in 15 yrs. Investor made billions. Then, came the slump.

https://t.co/TBMPzWUcqf @BuoyantCap

[Jigar Mistry @jigarmist]

Letter # 118 | What happened to SVB, cannot happen to banks in India

It is an uncharacteristically strong statement to make, but I am unequivocally convinced: SVB-like situation cannot happen in India.

The article in ET here: https://t.co/q9YJv4YgSm

@BuoyantCap @viralnb