Tweet Buster: D-Street’s fear factor, Shankar Sharma’s tip & what to buy
Basant Maheshwari says investors should chase liquidity, as it will chase performance.

Amid all the turmoil that has been plaguing the market, here's a look at what sense top D-Street experts are making of the market moves and what are their tips for navigating this choppiness.
Sandip Sabharwal, an independent market expert, says the silver lining for India amid the sombre mood in the global economy is the declining crude oil prices.
Silver lining for India in the global turmoil. Brent Crude prices now down 33% from the peak of last October. Infl… https://t.co/Jqfe7JPdrb
— sandip sabharwal (@sandipsabharwal) 1565154428000Market veteran Shankar Sharma says investing is about realism and not romanticism, and thus one needs to be detached while making investment decisions.
One of silliest things about investing is when people start getting lyrical about "Stories", eg, " India is a grea… https://t.co/5BvItn5zw0
— Shankar Sharma (@1shankarsharma) 1565249918000Companies with strong earnings growth have been quite resilient to the sell off. Liquidity (whatever is there) will… https://t.co/npf1nejC34
— Basant Maheshwari (@BMTheEquityDesk) 1565021471000Sabharwal says if the government doesn't respond to the slowdown concerns, then the market can retest its bottom again.
Company after Company has indicated that they have been hit by a sudden and severe slowdown starting April and stil… https://t.co/wSiFFEXWgw
— sandip sabharwal (@sandipsabharwal) 1565360373000Shyam Sekhar, iThought, said had people manufactured one-10th of the fear they do now when markets traded at its high valuations, everybody would be smiling now.
If only people manufactured a tenth of the fear they do now when markets traded at its valuation highs, everybody w… https://t.co/grT9W8JyLk
— Shyam Sekhar (@shyamsek) 1565449856000Sekhar says most of the stocks are available cheap but instead people are discussing policy changes.
Stock prices of almost our entire wishlist are down now. But, most people are very busy discussing policy changes a… https://t.co/LZ5YnklAcY
— Shyam Sekhar (@shyamsek) 1565406059000Auto plants shutting down due to inventory pile up is hardly new. It is investors who are new to this phenomenon.… https://t.co/gsDEbAhb9g
— Shyam Sekhar (@shyamsek) 1565353983000Amar Ambani, Research Head at YES Securities, says the consolidation would last till 2020, and it is best to exit companies plagued by governance issues and regulatory overhang.
Broader market has entered long consolidation phase that should last till mid 2020...Investors must exit companies… https://t.co/LBcaGrNQcW
— Amar Ambani (@AmarAmbani) 1565163699000Fund manager Samir Arora says there is no point worrying about a surcharge on capital gains? For that, one precondition is capital gains.
Why are we still worrying about surcharge on capital gains? For that one precondition is capital gains.
— Samir Arora (@Iamsamirarora) 1564982644000Download ET Markets APP