NEW DELHI: Dalal Street kicked off the first week of the New Year on a sombre note, mainly on account of dismal global cues. Although the bulls managed to pull themselves out of hibernation on Friday, things may go either way as we step into a new week tomorrow.
Twitter activity of Dalal Street's talking class also remained muted, maybe because of the yearend holiday hangover or because of the surprising way that events unfolded on the global scenario.
Yet, they did share some personal observations, insights, and tips on how to go about investing in the new calendar.
Let's take a look:
1. The bull brigade
Safir Anand shared a jazzy bull market gif, claiming that the bulls dream of unlimited returns by bloom while bears think of limited returns by gloom.
The bears see dreams of limited returns by gloom The bulls see dreams of unlimited return by bloom https://t.co/LLO2qAwlau
— Safir (@safiranand) 1546502383000
Sandip Sabharwal of asksandipsabharwal.com was of the view an emerging market rally is on the cards this year, as the Fed narrative shifts from rate hike to that of a rate cut.
As the debate shifts from #FED rate hikes to when they will cut we should see a sustained decline in the #USD Inde… https://t.co/w1VoKtlSyU
— sandip sabharwal (@sandipsabharwal) 1546604361000
2. Billion-dollar irony
Avendus Capitals Andrew Holland posted an interesting tweet amid Apple's shock warning about missing its revenue guidance due to lower Chinese sales. He pointed out that Apple's Chinese sales at $5 billion actually equals the cost of the US-Mexico wall, which has become a throne for the US administration, leading to government shutdown.
Seems ironic that Apples miss on revenue due to China is US$5bn…same as the cost of the border wall…just saying
— Andrew Holland (@Hollaand) 1546567021000
3. A million-dollar idea
Will Beyonce's performance in Udaipur boost India's tourism industry? Well it's not wrong to hope so, is it? Asks Nilesh Shah.
A music video by Beyonce & Jay Z in front of Mona Lisa & other art works boosted visitors to Louvre Museum in Paris… https://t.co/WoZvuiz8QK
— Nilesh Shah (@NileshShah68) 1546668377000
4. No more 'Apple' of the eye
Shankar Sharma in a tweet criticised Warren Buffett's decision to invest in Apple, saying the company is a near pureplay hardware maker and as history suggests the lives of these companies are not too promising.
There can be no charitable explanation to WB buying Apple ( and IBM earlier). Apple, a near pure play hardware make… https://t.co/NdAViaGaU7
— Shankar Sharma (@1shankarsharma) 1546532279000
5. IT no longer the it sector
Thanks to a sharp appreciation in the rupee against the dollar in the past few months, margins of IT companies could trend way below most analyst estimates going forward, warns Sabharwal.
The #INR has appreciated by over 4% since the time the IT companies gave their last guidance. It has been their big… https://t.co/Nsx4NlR4ef
— sandip sabharwal (@sandipsabharwal) 1546327971000
6. Just do it
Basant Maheshwari, co-founder, Basant Maheshwari Wealth Advisors, believes consistency is key to making it big in the stock market.
In the markets no matter how foolish and stupid you are if you are consistent someday you will get it right! All yo… https://t.co/02pfnznoPS
— Basant Maheshwari (@BMTheEquityDesk) 1546654112000
7. Cause #mutualfundsahihaii
Shyam Sekhar in a 5-tweet long trail said how to go about your mutual fund investment in 2019. Take a look:
If you know why you are investing, for whom and for when, you will invest responsibly. 1/5 #investing #mutualfunds… https://t.co/YXTuyDRVPz
— Shyam Sekhar (@shyamsek) 1546414273000
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