Money Multipliers

04/06/2021

Why to waste your Investment in buying a House for Rental income when you can Invest that Money in Bluechip Stocks and get 10X return... Be wise, Build a house for yourself and Invest the money in good Bluechip Companies and get 20% return / annum... Double Your money in 3.5 Years...

03/06/2021

6.9 cr Accounts (DP & MF)....5% population participating in Stocks...

There is a 100% increase in the accounts since Jan2020... The Markets are the New Pied Piper ... The New Midas Touch... and Everyone wants to get into the bus...

13/04/2021

13/04/2021

# Britannia # Dabur # Godrej - Some more FMCG Co's contributing to our Lives...

13/04/2021

ITC Vs HUL.. The Battle is On..

companies like HUL & ITC, we absolutely can't do without. With a big role expected to play from this sector and companies in story, Lets analyze the portfolio of two giants.

13/04/2021

It always strikes One's mind that Why some Co's like Nestle,HUL, CP, P&G command exorbitant premium over their Peers. Well the ROCE gives the answer... Just Look at the ROCE of the TOP companies and the PE ratio is also highly exaggerated... Must haves in One's Long term Portfolio.

13/04/2021

The Infographic covers the journey of 50 in FY 2021.

Started with low 8k, touched 15k mark, huge funds inflow, IPO Frenzy - it had it all.

How did your portfolio do?
Who could be the New Trailblazers or next FY?

29/03/2021

ITC, WIPRO, INFOSYS, TCS, HUL ... SOME BIGGEST WEALTH CREATERS FOR LAST 2 DECADES.. MINIMUM RISK ...MAXIMUM GAINS... PAITENCE IS THE KEY...STAY INVESTED

24/03/2021

If Someone wants to Invest in Markets for Long or Medium term, These are the Best opportunities..

23/03/2021

FPI Sectorial trends over the last 12 months upto Feb-21

22/03/2021

A Detailed Snapshot of FII and DII flows (or institutional flows) in India.

Market cap of listed universe: ~INR 180 TN (lakh crore)
Top 100 companies by market cap: 146 TN (~80%)
Ownership for Top 100 (FII/DII/ Prom): 24%/15%/48%
Highest FII share: Banking & Financials (36%)
Lowest FII share: Materials & commodities (14%)

Ownership structure of Top 100 companies at December 2020 is shared here (sorted in descending order of FII). Notice that companies with high FII holding are more susceptible to direction of FII flows.

Over last 2 years and especially post the March 20 crash, India has been the cynosure of FIIs emerging market play. We are seeing the first sign of break now in March given macro cues.

Here is how the FII flows in India stack up across sectors. Largest flows in Banks followed by Consumer discretionary.
(Source CLSA)

Consumer & FMCG had the second lowest FII allocation. There are signs of change there.

Check FII holding across key FMCG/ Consumer companies over 2 years.

See that change in Dec quarter? Marked out few names. One for the ITC bulls.

So who are these FIIs?

Large FIIs are mainly Sovereign Wealth funds, ETFs with total global assets in trillions of dollars. Emerging markets are approx. 10% allocation. Thus a small allocation change for India means huge inflows in $ terms.

List of largest FIIs in India (List of biggest FIIs is mentioned here)

(LIC, the largest DII, holds market value of INR 7.46 lakh crores (~4.2% of overall market cap of India). Equivalent of holdings of Top 5 FIIs in India. )

28/02/2021

Indian FinTech landscape.
FinTechs expanding into newer segments to increase engagement, the addressable market and drive monetisation.
Indian Payment and wallet companies have on-boarded more merchants than the banking system !!