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ithought

@ithoughtadviser

Here is this Week’s Market Wrap 'Politics Returns' written by @shyamsek

A Thread (1/n)

#stockmarket #investments #politics #personalfinance #marketwrap

The markets have intense spells when politics prevails over everything else in directing sentiment. Closer to every general election, this trend returns to haunt the markets. (2/n)

#markets #indiangovernment #elections

But, the ability of politics to drive sentiment is influenced by how much the outcome of the election will drive change. If change is likely to be significant and for the better, the markets can run up ahead of elections. (3/n)

#stockmarket #politics #investors

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ithought

@ithoughtadviser

Here is this Week’s Market Wrap 'FOMO & False Starts' written by @shyamsek

A Thread (1/n)

#stockmarket #investing #personalfinance #FOMO #marketwrap

The markets go up too quickly when people are least prepared for it. That setting is perfect for us to get that fear of missing out. We call it the FOMO feeling. (2/n)

#stockmarket

But the markets also have an equally strong way of reversing direction. Either in stock price or in a broader market context. (3/n)

#stockmarketindia #stocks #equity

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ithought

@ithoughtadviser

Here is this Week’s Market Wrap

'2023: The Year to Show Conviction' written by @shyamsek

A Thread (1/n)

#stockmarket #investors #marketwrap

The markets seem to be progressively losing steam. This would show up as weak sentiment, selling pressure, lower volumes on exchanges, and FII outflows. (2/n)

#stockmarketindia #FII #investors

But, there is also a section of domestic investors showing remarkable resilience and persistence in their investing. They are still buying every dip and gradually scaling up their portfolios. (3/n)

#investing #portfolio #equity

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ithought

@ithoughtadviser

Here is this Week’s Market Wrap

'The Times Get Taxing' written by @shyamsek

A Thread (1/n)

#tax #investing #taxbenefits #marketwrap

Investment decisions can be taken based on tax implications. There is a natural tendency among investors to be drawn to investments where they feel taxes are lower. (2/n)

#taxes #investments #investors

When the tax concessions are withdrawn for certain investments, they tend to look less attractive to investors. (3/n)

#taxconcession #investing

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ithought

@ithoughtadviser

Here is this Week’s Market Wrap

'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

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

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ithought

@ithoughtadviser

Here is this Week’s Market Wrap

'Banking on a Collapse' written by @shyamsek

A Thread (1/n)

#Banking #SiliconValleyBank #SVBCollapse #marketwrap

One week is a long time in global banking. Or, so it seems if one goes by the latest inflation and interest rate commentary of the federal reserve Chairman Jerome Powell. (2/n)

#banking #inflation #interestrates

The Silicon Valley bank collapse has almost caused a setting for a rapid reset of the interest rate trajectory in the US. (3/n)

#SiliconValleyBank #SVBCollapse #interestrates

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ithought

@ithoughtadviser

Here is this Week’s Market Wrap!

Time to Build a Multi-Asset Portfolio

A Thread! (1/n)

#multiasset #portfoliomanagement #marketwrap #thread

Most investors have been favouring equity for the last 2 years. Recency bias nudges investors to think that equity is the only asset class to bet on.

It is this bias that kept investors from buying gold. (2/n)

#investors #equity #stockmarket #gold

Investors thought that gold wouldn’t do well. The post-COVID rally in #cryptos spooked the prospects of gold & added to that conviction. But that conviction has proved to be short-lived, and gold did exceptionally well in 2022. (3/n)

#gold #investments #personalfinance

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