Tweet Buster: Telecom shakeup, zebra party in lions' den & why Moody's action is logical
Investors are busy buying. Will they end up burning their fingers? Only time will tell.
Independent market expert Sandip Sabharwal highlights what the market moves are telling you.
What are the stock markets telling you?1. #COVIDー19 driven economic disruption is fictional, nothing really happe… https://t.co/8obXSGvbZS— sandip sabharwal (@sandipsabharwal) 1591350204000
Sabharwal stuck to a contrarian view to say Moody's downgrade of India's sovereign rating was logical. And how? Hear him out.
Those who immediately start berating @MoodysInvSvc for India Rating downgrade it might be pertinent to read up thei… https://t.co/PFudYHpN78— sandip sabharwal (@sandipsabharwal) 1591022964000
PMS fund manager Basant Maheshwari says the Nifty rally goes on to show that there are a few 'atma nirbhar' companies that will continue to perform no matter what the economic conditions are.
The #nifty50 which is headed up tells you nothing about the economy but that there are a handful of #AtmaNirbhar co… https://t.co/eYG2eU9TLy— Basant Maheshwari (@BMTheEquityDesk) 1591102830000
Maheshwari also highlighted an interesting trend in the derivatives space. He said FIIs are going long while retailers are selling.
An interesting game is evolving in the derivatives space. The FIIs are sucking everything out from the domestic ret… https://t.co/qR7XXPQwsU— Basant Maheshwari (@BMTheEquityDesk) 1591196062000
Last week was particularly good for the broader market with the midcap and smallcap indices putting up a stellar show. iThought's Shyam Sekhar summed it up nicely, saying: zebras having a lockdown party in the lion country.
#Small and #Microcap Stocks which struggled with a 2% circuit filter for weeks suddenly did great with a 5% circuit… https://t.co/94P9ZwAm7Q— Shyam Sekhar (@shyamsek) 1591351964000
Sekhar also pointed out how Covid-19 disruption is changing the world of finance and investment in India. He says we are moving from pre-Covid times of dividend, bonus, stock splits to QIPs, rights issues and strategic sales.
Looks like this monsoon season, it will rain rights issues, QIPs, private placements and strategic stake sales on u… https://t.co/u13dnbuI91— Shyam Sekhar (@shyamsek) 1591287735000
Ravi Dharamshi, a PMS fund manager, shared his wisdom on what he felt was the practical difference between trading and investing. "In trading, hold opinions lightly and positions even more so, while in investing hold opinions strongly and position even more fiercely." Sounded like life's learning.
In trading, hold your opinions lightly and positions even more lightly. In investing hold your opinions strongly an… https://t.co/dZSrAcjTLQ— Ravi Dharamshi (@ravidharamshi77) 1591099440000
Market veteran Vijay Kedia shared an interesting trend, which suggests a big shakeup is ahead in the telecom space.
#ThursdayThought Whenever a big Public offering has happened the same sector and the market have gotten shaken up.… https://t.co/NxJJARGEms— Vijay Kedia (@VijayKedia1) 1591253742000