Discover and read the best of Twitter Threads about #PrivateBanks
Most recents (4)
Here is this Week’s Market Wrap
'Prepare With Patience' written by @shyamsek
A thread! (1/n)
#globalmarkets #investors #marketwrap
'Prepare With Patience' written by @shyamsek
A thread! (1/n)
#globalmarkets #investors #marketwrap
The last week has caused a significant reset in our investing. We are once again worried about how global factors will come to hurt. Banking, which is the bed rock of every economy looks like the most rattled space in the west. (2/n)
#banking #economy #investments
#banking #economy #investments
When smaller banks look weak, they create a systematic scare which needs to be urgently addressed. What we are seeing in the US is a rush to douse the fire that can damage far more than we can imagine. (3/n)
#bankingsector #globaleconomy
#bankingsector #globaleconomy
The banking sector has been an underperformer since COVID. What makes it so interesting now? (1/8)
#bankingsector #COVID19 #investing
#bankingsector #COVID19 #investing
The banking sector is the backbone of our economy. The health of our banks has always played a major role in our economic growth journey. (2/8)
#india #economy #banks
#india #economy #banks
With the introduction of the Asset quality review in FY15-16, banks' asset quality has been under pressure. This was further aggravated by events such as demonetisation, GST, and the IL&FS crisis. As a result, the GNPA ratio for Banks rose to 11.2% in FY18 vs 4.3% in FY15. (3/8) 
Do you believe #markets are #cyclical in nature?
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.
Do you think #history #rhymes, if not #repeats?
Do you agree #greed and #fear are two main forces in the market?
If answer of above Q's is yes then following tweets will solidify ur view if its a no then they will change ur view.
Above is a monthly chart of #Sensex. It goes through an alternating #greedandfear cycle of 8 years. Sensex moves up in greed phase and consolidates in fear phase. It was up 469% in greed phase of 1992. was up only 20% from 1992 to 2000. From 2000 to 2008 it was up 271%.
In fear phase of 2008 to 2016 it was up only 48%. #Sensex has entered greed phase in 2016 and will stay there till 2024. So far its up more than 50%. But the story doesnt end there. The sectors which move up during these phases also go through a cycle.
