Neilsen reports suggest good revival in rural demand; volumes turn +ve after 6 qtrs in Q1CY23 Several stocks hv been laggard bcoz of rural slowdown. Watch out for theme now ! El-Nino etc.. more of noise #nifty50 #rural #investing #StockMarketindia #StocksInFocus #StocksToBuy

For last 2 quarters, net hiring at IT companies is negative. They are letting off more people than hiring !!! from Incred report #NiftyIT #nifty50

In last 60 yrs, US has raised its debt ceiling 74 times. That’s like more than once a yr (on an avg). It has never been reduced !! Don’t understand why it gets so much attention. At the end, it will be raised again 🤦‍♂️ #USDebtCrisis #USDebt #Nifty #Equities #economy #Currency

With sanjiv at one of the investors forum…

Traders panicked and SOLD in the absence of guidance Investors displayed patience and BOUGHT looking at the long term growth (optimistic) outlook #Cummins - makes new all time HIGH #growthinvesting #nifty50 #stockstowatch #multibagger #BSE #Equity #StockMarketindia

Deal Done... Politics is same across the world..

Interesting slide on performance score of RBI governors across different times An IAS turned Governor has done significantly better than economist turned Governor (now a politician as well) 😀 #RBI #economy #Economics #India

If "mkt coupling" can happen in power exchanges, then Y cant it happen for equity/ comdty exchanges? Then hypothetically #MCX #BSE #NSE are in the same boat as #IEX IMHO if exchanges are functioning efficiently, then mkt coupling doesnt bring much benefit, only mcap destruction

Recent interview with CNBC-TV18 youtu.be/duWOgGgYk2o

#Flipkart smart one

Market Outlook | Need to be cautious & selective when investing in new age internet cos, says Pawan Parakh of Renaissance Investment Managers. Tells Reema Tendulkar Pavitra Parekh & Surabhi Upadhyay he bought some new age tech cos when stock prices corrected last year WATCH:

Recent interview on CNBC TV18 youtu.be/z-BEiYn_rvs?si…

#BigMarketVoices में Renaissance Investment Managers के डायरेक्टर और पोर्टफोलियो मैनेजर पवन पारेख की बाजार पर राय- ▶️मिडकैप के कुछ शेयरों के वैल्युएशन बेहद महंगे ▶️सीमेंट सेक्टर में प्राइसिंग बेहतर हो सकती हैं Anuj Singhal अनुज सिंघल Harshada Sawant हर्षदा सावंत 🇮🇳 Virendra Kumar Pawan Parakh

#BigMarketVoices दिवाली की रौनक और बाजार में तेजी क्या करें नए संवत से आप और किस थीम पर बढ़ें आगे ? समझिए Renaissance Investment Managers के डायरेक्टर और पोर्टफोलियो मैनेजर पवन पारख से । Anuj Singhal अनुज सिंघल Harshada Sawant हर्षदा सावंत 🇮🇳 Virendra Kumar Pawan Parakh #Diwali2023

#WeWork had also reported core profit after listing. Now it files for bankruptcy. Core profit, high estimates and astronomical valuations is the recipe for billions of dollars of market cap !!!! #TechNews #nifty50 #investing

#Renewable segment has high revenue visibility', says Pawan Parakh Fund Manager, Geojit Financial. Tells Sonal Bhutra & Reema Tendulkar that the renewable segment has made a lot of money for #investors in their #funds CNBC-TV18 CNBC-TV18 #StockMarketUpdate #Market

Historically we hv seen SEBI appointing forensic auditors in comps like Sunpharma & Suzlon. Eventually both turned out to be large wealth creators. For a similar audit on #TARC - one shouldn’t jump to conclude that there are corp gov issues. Mgmt deserves a chance to respond !!

Dont think #Budget2025 has a -ve impact on #L&T. All time high order flows so far in 9mFY25, despite muted capex from govt. L&T is a large diversified infra company hence better placed than smaller EPC names.

Finance Minister providing tax cuts RBI providing extra liquidity Now RBI does 25bps rate cut Combination of fiscal and monetary policies to drive economic growth India recovery underway!!! #rbimpc #RBIGovernor #rbicreditpolicy

Those FII investors complaining about lack of policy stability in India. Look at what’s happening in US 🤣🤣 #fiidata #FII #Nifty #Nifty50 #BSE