Tweet Buster: An idea to kick off next bull run & how safe is this rupee rally
Nilesh Shah of took to Twitter to share how China is going all out to attract FII flows.
With the rupee completing a spectacular week and oil wallowing at near one-year lows, all in all, it was win-win for the Indian economy; except that it wasn't.
Now with a new week set to kick in, let's focus on merry over morose and look at what Sandip Sabharwal of asksandipsabharwal.com predicts about rupee's fate.
Sabharwal is of the view that the domestic currency can appreciate to as high as 69 level against the dollar by the end of March, 2019.
The current INR appreciation cycle is likely to take USDINR to around 69 levels by 31st March 2019.
— sandip sabharwal (@sandipsabharwal) 1542858193000But, he is not entirely convinced that the pace with which the rupee is appreciating is healthy. Rather he says: "If the market is starved of liquidity, buying USD and pumping in liquidity is the best."
Ideally @RBI should not allow a sharp INR appreciation in a short period of time. If the market is starved of liqu… https://t.co/eFiMDBCKVr
— sandip sabharwal (@sandipsabharwal) 1542860480000In another tweet about the INR, he says the euphoria or panic should be used to take contrarian positions in the market.
The speed of INR appreciation shows the kind of short positions that were built on the currency. At 70.67 up nearly… https://t.co/BeoYz35yKR
— sandip sabharwal (@sandipsabharwal) 1542886434000Borrowing the China card:
Nilesh Shah of Kotak Mutual Fund took to Twitter to share how China is going all out to attract FII flows. Is it time India followed suit and borrowed a leaf from its neighbour's book?
China going all out to attract FII flows. -Road Map to get into Bond Index -Ease of doing investment through libe… https://t.co/FcaPoeE5aJ
— Nilesh Shah (@NileshShah68) 1542881829000Supply Chain Disruption due to tarriff war between US and China is a big opportunity which India should capture. https://t.co/933KtkAk3U
— Nilesh Shah (@NileshShah68) 1542688204000Not so independent?
I am now 100% convinced that the most 3rd rate people in India are the independent directors of our companies. Enjo… https://t.co/AKEBUjvKxn
— Samir Arora (@Iamsamirarora) 1542690708000Learn with experts:
Each week as the top D-Street names take to Twitter to share their learnings, there is a lesson for every investor: Take a look at today’s tips and tricks to be able to navigate the future better.
No place for regret
In markets, more than fear and greed, the more important emotion to control is Regret. "Didn't buy enough at the bo… https://t.co/B3vgGm8mFi
— Shankar Sharma (@1shankarsharma) 1543053120000Excel doesn't mean you'll excel
John Nash, the only recipient of both #NoblePrize and #AbelPrice said "you don't have to be a mathematician to have… https://t.co/vgT5d09Bq9
— Safir (@safiranand) 1543120734000Just dumb or lucky?
I wonder how many people have lost crazy money on crypto currencies and oil burn out last few days. It's almost lik… https://t.co/rOTZ7P5yKU
— Safir (@safiranand) 1543120338000Experiment & adapt
Been a midcap investor, avid watcher of public investing in that space, a keen student of iconic midcap investing a… https://t.co/4E3NSsK0GN
— Shyam Sekhar (@shyamsek) 1542974442000Good, bad or ugly?
Statement: We buy companies with good management Problem: You never who is good or bad- beyond a point. Renaul-Nis… https://t.co/jgA15ME1Tr
— Samir Arora (@Iamsamirarora) 1542628787000Bond with PSU Banks?
India's benchmark 10 yr bond closes at highest since 8th May. Yield at 7.71% Markets are significantly underestimat… https://t.co/b1jY576Jat
— sandip sabharwal (@sandipsabharwal) 1542886607000Endnote:
To top off today's piece, here's a bit of advice Samir Arora has for the government for the next Budget to kick off a bull run in the market. Take a look!
Time for unsolicited budget advice: Instead of looking for 10s of small points to improve sentiment Remove LT/ST c… https://t.co/3kqKdAgoDQ
— Samir Arora (@Iamsamirarora) 1542875360000Download ET Markets APP
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