Muthoot finance vs Manapurram Finance: Deep value opportunities?
Link to the blog🔗:https://t.co/MMQVfbRGuZ
By- @badola_arjun
-Gold Loan Business
-Diversification or Diworsification?
-Comparison between both
-Sources of risks
More from Intrinsic Compounding
More from Gold
90% of my savings were in equity, debt was never attractive! Last few months have taught me the imp of diversification!
Gold - through SGBs was my move on diversifying! Holder since Jan'20 - so far so good!
A🧵on talk given by @PositiveGamma on Investing in Gold!
(1/16)
Link to the here - https://t.co/NxEkVKZi2H
MMTC PAMP is where Krishna worked before Setu and he was also responsible for launching Digi Gold at PayTM!
1) Why Gold?
1.1 Diversification - Volatility & Returns not tied to market conditions - diff. from financial assets.
(2/16)
1.2 Safe Haven - High value asset, easy to transport! Large value - limited space. Liquid and easy to convert to cash across the world.
1.3 Hedge against inflation and currency depreciation! (Depreciation of Rupee is a major factor behind Gold returns in India)
(3/16)
1.4 Upside in Tail Risk - Confidence in currencies & financial systems is low, gold can see upside in scenarios like this!
1.5 Upside on Demand/Supply - Constant Demand - Supply is stable!
2) Gold - Indian Context - Better returns compared to other asset classes...
(4/16)
... specially in the last 2-3 years. Gold has done well both in low inflation & high inflation returns. So both real (ex. inflation) & nominal returns have been good!
3) How much to Allocate?
3.1 Diversification/Inflation Hedge - 10-20%
3.2 Tail Risk/Safe Haven - 5-20%
(5/16)
Gold - through SGBs was my move on diversifying! Holder since Jan'20 - so far so good!
A🧵on talk given by @PositiveGamma on Investing in Gold!
(1/16)
Link to the here - https://t.co/NxEkVKZi2H
MMTC PAMP is where Krishna worked before Setu and he was also responsible for launching Digi Gold at PayTM!
1) Why Gold?
1.1 Diversification - Volatility & Returns not tied to market conditions - diff. from financial assets.
(2/16)
1.2 Safe Haven - High value asset, easy to transport! Large value - limited space. Liquid and easy to convert to cash across the world.
1.3 Hedge against inflation and currency depreciation! (Depreciation of Rupee is a major factor behind Gold returns in India)
(3/16)
1.4 Upside in Tail Risk - Confidence in currencies & financial systems is low, gold can see upside in scenarios like this!
1.5 Upside on Demand/Supply - Constant Demand - Supply is stable!
2) Gold - Indian Context - Better returns compared to other asset classes...
(4/16)
... specially in the last 2-3 years. Gold has done well both in low inflation & high inflation returns. So both real (ex. inflation) & nominal returns have been good!
3) How much to Allocate?
3.1 Diversification/Inflation Hedge - 10-20%
3.2 Tail Risk/Safe Haven - 5-20%
(5/16)
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So friends here is the thread on the recommended pathway for new entrants in the stock market.
Here I will share what I believe are essentials for anybody who is interested in stock markets and the resources to learn them, its from my experience and by no means exhaustive..
First the very basic : The Dow theory, Everybody must have basic understanding of it and must learn to observe High Highs, Higher Lows, Lower Highs and Lowers lows on charts and their
Even those who are more inclined towards fundamental side can also benefit from Dow theory, as it can hint start & end of Bull/Bear runs thereby indication entry and exits.
Next basic is Wyckoff's Theory. It tells how accumulation and distribution happens with regularity and how the market actually
Dow theory is old but
Here I will share what I believe are essentials for anybody who is interested in stock markets and the resources to learn them, its from my experience and by no means exhaustive..
First the very basic : The Dow theory, Everybody must have basic understanding of it and must learn to observe High Highs, Higher Lows, Lower Highs and Lowers lows on charts and their
Even those who are more inclined towards fundamental side can also benefit from Dow theory, as it can hint start & end of Bull/Bear runs thereby indication entry and exits.
Next basic is Wyckoff's Theory. It tells how accumulation and distribution happens with regularity and how the market actually
Dow theory is old but
Old is Gold....
— Professor (@DillikiBiili) January 23, 2020
this Bharti Airtel chart is a true copy of the Wyckoff Pattern propounded in 1931....... pic.twitter.com/tQ1PNebq7d
