
Should you add more in Equity or redeem right now?
A thread 🧵to guide retail on why & what should they do at these historic market highs.
Do ‘re-tweet’ and help us educate more retail investors (1/n)
#investing #StockMarket

If you r new to fundamentals, 👇 can help https://t.co/Um5trNKc13
Market PE at 40 and yet the market is not falling, why? Getting asked this question multiple times. Here's a thread covering \u2018very basic\u2019 premier on valuation for my retail investor friends.
— Kirtan A Shah (@KirtanShahCFP) January 14, 2021
Do hit the \u2018re-tweet\u2019 and help us educate more investors (1/n) pic.twitter.com/8oCkBmmOXY
Over the last many years, markets have corrected 10-15% each calendar year. Can it happen this year as well? Can very much and that can be a great entry point. Why? (4/n)

-Crude going up
-$ index moving up
-Inflation moving up
-COVID uncertainties
All of the above are –ve for markets & liquidity on the other side driving markets up, its impossible to judge the near term movement of the markets (5/n)
-Stick to your asset allocation
-Don’t take large lumpsum bets, spread it over time
-Continue your SIPs
-If you are new to markets, take MF route than direct equity (6/n)
-Don’t expect sizeable returns for the coming 2 years
-Look at this market more from a medium term perspective (7/n)
-Global growth
-Lower interest rates
-CAPEX
-China + 1 (8/n)
(a) Liquidity is infused in the markets by both, central banks & governments
(Understand more about how liquidity drives the markets 👇 https://t.co/CCJIDFgu6I) (9/n)
Liquidity is fueling the stock market rally says everyone. What is this liquidity? How does it get created? How does it fuel stocks, commodities? (Thread)
— Kirtan A Shah (@KirtanShahCFP) December 18, 2020
Hit the \u2018re-tweet\u2019 and help us educate more investors\u2019 (1/n)
(d) We also have Europe committing 750B Euros of infra spend
(e) If global growth even increases by 1%, India will benefit by 0.30 - 0.40% due to exports and capital inflows (11/n)
(a) Vs pre pandemic, G-Sec is down roughly 1.8% & repo is down 2.25%. There is a huge 17-18L cr liquidity in the banking system which can be lent (12/n)
(c) Corporate borrowings have and will continue to hugely benefit with these lower rates (13/n)
(a) There are clear signs of CAPEX returning in Housing, Infra as well as corporates (lower rates helping)
(b) To quote only housing, the house price to income ratio is 4.5 times today across 20 cities, best in the last 20 years. There is demand for housing. (14/n)
(d) Housing revival indirectly connects with 80 odd sub sectors & is a huge employment provider. Construction is the second largest employment generator
(e) We have also seen huge government spending’s after recessions (15/n)
(a) Some part of China’s share of global trade is expected to come to India due to Labour cost going up over the last decade in China, trade issues that China has with many, environmental challenges that china is facing (16/n)
- Today we are roughly at 2.2 – 2.3 times PAT to GDP ratio vs our average of 4.5 times, upside possible.
- From an FY23 perspective, with estimated EPS to be around 874 on nifty, we are trading at 18 times (19/n)


- Its impossible to judge the near term movement, stick to your asset allocation
- This market should be looked at from a medium term perspective and has become very sector/stock specific
- Avoid looking at this market from a near term perspective (21/n)
The thread is purely for education and should not be taken as an investment advice. (22/n)
Have earlier written on,
-Sector Analysis - Banking, Paints, Logistic, REIT, InvIT, Sugar, Steel
- Macro
- Debt Markets
- Equity
- Gold
- Personal Finance etc.
You can find them all in the link below 👇https://t.co/UrRt87OLLF (END)
Here\u2019s a compilation of Personal Finance threads I have written so far. Thank you for motivating me to do it.
— Kirtan A Shah (@KirtanShahCFP) December 13, 2020
Hit the 're-tweet' and help us educated more investors
More from Kirtan A Shah
More from Stockslearnings
Thread's on:
• How to find targets and exit criteria?
• Shanon's Demon (Investing)
• Tradingview scanner- Intraday/BTST
• 90-degree angle inflection point for profit-booking
• Importance of Leverage
Other cool tweets as well.
🧵Shannon's Demon - an investing "thought exercise"
This account writes the best threads, if you like the threads I make, you will surely love this account. Must
1/
— 10-K Diver (@10kdiver) October 23, 2021
Get a cup of coffee.
In this thread, I'll walk you through Shannon's Demon.
This is an investing "thought exercise" -- posed by the great scientist Claude Shannon.
Solving this exercise can teach us a lot about favorable vs unfavorable long-term bets, position sizing, etc.
🧵Finding expected targets and exit criteria to look for to exit the
How to find out the expected targets and what should be the exit criteria when you enter a trade - \U0001f9f5
— Sheetal Rijhwani (@RijhwaniSheetal) October 25, 2021
Possible ways to find out the target:
Check if any patterns forming - it gets quite easy to figure out the targets that way. (1/15)
🧵Trading View Scanner process to trade in momentum stocks.
Trading view scanner process -
— Vikrant (@Trading0secrets) October 23, 2021
1 - open trading view in your browser and select stock scanner in left corner down side .
2 - touch the percentage% gain change ( and u can see higest gainer of today) https://t.co/GGWSZXYMth
🧵90-degree angle inflection point for
The 90 degree angle inflection point in a stock is a signal to book profit
— Nikita Poojary (@niki_poojary) October 24, 2021
Lets understand with a recent example of a stock #IRCTC \U0001f683\U0001f68b
Time for a thread\U0001f9f5
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Further Examination of the Motif near PRRA Reveals Close Structural Similarity to the SEB Superantigen as well as Sequence Similarities to Neurotoxins and a Viral SAg.
The insertion PRRA together with 7 sequentially preceding residues & succeeding R685 (conserved in β-CoVs) form a motif, Y674QTQTNSPRRAR685, homologous to those of neurotoxins from Ophiophagus (cobra) and Bungarus genera, as well as neurotoxin-like regions from three RABV strains
(20) (Fig. 2D). We further noticed that the same segment bears close similarity to the HIV-1 glycoprotein gp120 SAg motif F164 to V174.
https://t.co/EwwJOSa8RK

In (B), the segment S680PPRAR685 including the PRRA insert and highly conserved cleavage site *R685* is shown in van der Waals representation (black labels) and nearby CDR residues of the TCRVβ domain are labeled in blue/white
https://t.co/BsY8BAIzDa

Sequence Identity %
https://t.co/BsY8BAIzDa
Y674 - QTQTNSPRRA - R685
Similar to neurotoxins from Ophiophagus (cobra) & Bungarus genera & neurotoxin-like regions from three RABV strains
T678 - NSPRRA- R685
Superantigenic core, consistently aligned against bacterial or viral SAgs
