Learner4Life @_learner4life
Not an expert.. Learning everyday.. Pune, India Joined April 2010-
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Bought IEX: In platform/exchange business, is price discovery most important? Is it not liquidity, order depth, slippage, etc. what drives dominance? Think NSE vs BSE: similar price, still NSE dominates cash segment Are analysts being too pessimistic, or am I getting it wrong?
Happy that it turned out this way 🙏
I think Trump will postpone the Tarriff dates to allow for negotiations to go on except China (& others who impose reciprocal tax). Bringing these countries on negotiation table will be signaled as a win (attributable to tariffs).
As our economy grows, while the specific top companies then may not be clear, it WILL most likely feature many LARGE BANKS, as seen with China's TOP market cap list journey @safiranand @AnilSinghvi_ @Alchemist1320 @AI_Feb21 @a4Amit_ @_chartitude @Iamsamirarora
FIIs are buying Bank Nifty Futures. Perhaps the sector they believe that is safe from Trump's Tariffs 😉 @Alchemist1320 @Iamsamirarora @ayushmitt @connectgurmeet @safiranand @AI_Feb21 @AnilSinghvi_ @_chartitude
Publishing our quant model based Momentum Portfolio, "Pragati". Universe: Nifty750 # of stocks: 15 Rebalance Frequency: 1 Month or as required
I know given the SVB situation, there is a lot panic in the market. I am taking a Contra Call at this stage & will look to buy these dips over the next few days. I see this as the final shakeout which requires a panic (that was missing till now). Finalizing my shopping list 🤞

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