A simple thread to understand relationship between US Dollar and Emerging Markets.
— Niranjan Avasthi (@avasthiniranjan) January 26, 2021
The relationship between the performance of Emerging Market stocks and the US Dollar is one of the tightest macro relationships that exists in investing.
1/15
Compiling all my threads and articles here.
Do read and share if you fing them useful.
Union budget proposed big rise in Capital Expenditure. What does does it mean?
— Niranjan Avasthi (@avasthiniranjan) February 2, 2021
A simple thread to understand Capital Expenditure vs Revenue Expenditure and its potential impact on the economy.
And why this may lead to rotation in sectoral winners.
1/n
Revisiting basics. My article in @EconomicTimes#MutualFundsSahiHaihttps://t.co/NY969c7ang
— Niranjan Avasthi (@avasthiniranjan) February 8, 2021
A simple thread to understand the meaning of investment cycle (Gross Fixed Capital Formation) in the economy and why it is important?
— Niranjan Avasthi (@avasthiniranjan) February 14, 2021
Which sectors can benefit in such cycle and why?
Do share if you find it useful.
1/n
#MarketswithMC | @avasthiniranjan of @EdelweissMF highlights underlying opportunities in a weakening dollar \u2935\ufe0f#USD #StockstoWatch https://t.co/kqUiSqQd4D
— moneycontrol (@moneycontrolcom) February 17, 2021
A thread on Debt mutual fund basics
— Niranjan Avasthi (@avasthiniranjan) February 28, 2021
Let's understand why and how debt mutual fund NAV react to changes in interest rates and how to select a right debt fund and manage interest rate risk.
Share widely if you find this useful.
1/n
A thread - Does timing your SIPs work?
— Niranjan Avasthi (@avasthiniranjan) November 22, 2020
They work best when you don't try to time and fiddle with them.
Example 1: Stoping SIP and restarting when markets stabilise
Stopped SIP in March
Did this work?
No: 2.93 lk vs 1.93 lk
Missed opportunity - 1 lk (Savings + Returns)
1/6 pic.twitter.com/599yIgUyu6
A thread to understand this new category of debt funds - Target Maturity Index Funds.
— Niranjan Avasthi (@avasthiniranjan) March 7, 2021
How it is different from other debt funds, what are the benefits and risks one need to know while investing in such funds.
RT and share if you find it useful.
1/n
A thread to understand all about State Development Loans (SDLs).
— Niranjan Avasthi (@avasthiniranjan) March 8, 2021
Why you should invest now and how?
1. What is an SDL?
They are market borrowing by various States of India in form of bonds. These bonds are auctioned by the RBI on regular basis in the same manner as G-Sec.
1/n
A short thread on making sense from rising US bond yields.
— Niranjan Avasthi (@avasthiniranjan) March 15, 2021
There are broadly 2 occasions when US Bond yields have risen post stimulus.
1. Policy tightening or signals of policy tightening by the US Fed.
2. Strong reversal in growth and rise in inflation expectations.
1/n
https://t.co/H2oiyc58KB
#CNBCTV18ClutterBreakers | All you need to know about ETFs & Index funds. @_soniashenoy speaks with @pratikoswal88 of @MotilalOswalAMC & @avasthiniranjan of @EdelweissMF on #SmartMoney https://t.co/OWjnSSJvj8
— CNBC-TV18 (@CNBCTV18News) March 26, 2021
A thread explaining difference between ETFs and Index Funds.
— Niranjan Avasthi (@avasthiniranjan) April 17, 2021
What are ETFs and Index Funds?
Both are from the same family called passive funds, which mirror the index that they follow.
They both aim to track the performance of the underlying index as close as possible.
1/n
A thread on 7 simple personal finance rules.
— Niranjan Avasthi (@avasthiniranjan) May 10, 2021
1. Don\u2019t bother to track every penny you spend. You'll lose focus on the big picture.
Instead, focus saving big on those big ticket items. Cut down on large, recurring purchases and then later, if necessary, focus on penny items.
1/n
A \U0001f9f5 on Hybrid Mutual Funds.
— Niranjan Avasthi (@avasthiniranjan) June 13, 2021
Understanding different strategies in this category and what to expect and what not to expect from them. And for whom these funds are a right fit?
1/n
