Rudra’s PF and Information attic (18-10-2024)
Great presentation from Kuntal Shah on the Art of Selling.
Here’s the thread from the author:
and the presentation: https://www.flame.edu.in/pdfs/fil/presentations/The-Art-of-selling-Kuntal-Shah-Sept2024.pdf
Key takeaways:
Thinking in inversion is a very effective, helps you determine between Hold / Sell / Trim
A good summary of all the pointers that lead to selling
People often underestimate the recovery needed to break even from a loss
Good summary – decision journal; staggered selling; business first
F&O Radar| Deploy Bear Put Spread in Nifty for potential gains from call writers’ market (18-10-2024)
The market saw significant selling, with over 80% of NSE500 stocks closing in the red. The Nifty50 index dropped by around 0.90%, ending just above the critical swing low of 24,694. Traders expect further declines if Nifty breaks below this level. The IT sector was the only exception in the widespread selling.
ETMarkets Smart Talk | Physical vs. Digital Gold: Rajesh Cheruvu’s advice for HNIs this Dhanteras (18-10-2024)
As we look towards the next Diwali, the outlook for Indian markets remains largely positive, despite recent volatility sparked by geopolitical tensions. Sensex and Nifty have hit fresh highs this year, supported by robust domestic institutional investments and rising retail participation.
Smallcap momentum portfolio (18-10-2024)
What you showed here is absolute returns annualized. But @visuarchie has given XIRR which is excellent.
China’s Lackluster Growth Continues, Signaling Why Beijing Acted on Economy (18-10-2024)
New data shows the challenges facing Chinese policymakers trying to stimulate an economy marked by falling prices, weak consumer spending and a housing market crash.
Hot stocks: Brokerage view on Axis Bank, Manappuram Finance, Havells India and Wipro (18-10-2024)
Top brokerage firms have varied recommendations: Nomura recommends buying Axis Bank with a target of Rs 1,380; Morgan Stanley downgrades Manappuram Finance to equal-weight with a new target of Rs 170; Jefferies holds on Havells, cutting the target to Rs 1,870; and Macquarie rates Wipro as outperform with a target of Rs 670.