Degree 212 Investment Services & IMF Pvt Ltd

28/07/2023

The New Royal Blue colour representing the similar attributes of Degree 212,Trust,Confidence,Reliability,Dependability ,instilling feeling of honesty

26/07/2023

Investor Awareness Initiative for Podar World School.....Conducted by colleague Richa Kaushal!!!!

21/07/2023

Investor Awareness Seminar ,Conducted by Bipin Bhalerao & Richa Kaushal College of Engineering....Thank You Dr Nilesh Uke for the opportunity!!!

12/11/2022

Rubaru-Interactive Session with Mr Shreyas Devalkar(Sr Fund Manager-Axis AMC)

Key Take Away

1-Staggered Investments over next 6 Months preferred route to equity investors with promising 3-5 Years of Indian Equity

2-Promising Sectors-Consumer Centric/Banks/Auto

3-Probable bad news already priced in

4-Tilt towards Large Caps better option in rising interest rate scenario

10/11/2022

Interesting facts about Retail Investing(Source ET)

Yes Bank.Suzlon,Praj Ind are the three stocks (Out of Top 20 held by Retail Investors) wherein performance has been above 20% however the basket of 20 has delivered -11% i last 1 Year, On the other hand basket of 20 held by Mutual Funds & FPIs was down by just 3%.

07/11/2022

Nifty trading at 22x FY23E, comfortably above the Long Term Average and offers limited upside in the near term, In P/E terms, the Nifty Midcap 100 now trades at a 23% premium to largecaps, whereas the Nifty Smallcap 100 trades at a 16% discount to largecaps.

31/10/2022

Is Europe+1 taking shape faster than China+1?

Increasing energy prices are leading to an alarming decline in the competitiveness of Europe’s industrial energy consumers,​faced with high energy prices and softening consumer demand, many european companies have decided that the best way to cope is simply to cut production A reduction or halt of the exports, though temporary, risks translating into a permanent loss of market share
M​ajor companies are reducing production in some sectors because of the energy shortage, even before the winter kicks in. And Management from chemicals to fertilisers to ceramics businesses caution that they risk losing permanent market share and could be forced to move some of their production to parts of the world that can offer cheaper and more reliable energy

Source -FT Article-https://lnkd.in/eYP4fXZT

28/10/2022

Natural Gas Prices in Europe(Late Aug)-€349 MWh

Current Price-€100 per megawatt-hour (MWh)

Media reports say that European Union has filled up 93 percent of its gas requirement for this winter season

Is European Energy Crisis coming to an end

(Source MC )

21/10/2022

Interactive Session -Mr Surjit Arora(Head PMS-PGIM Asset Management) with Degree 212 Investors.

Take Away

1-Overweight Sectors-Industrials/Manufacturing/Auto/Banking & Finance

2-Underweight Sectors-Consumer Staple/Metals/Selective Pharma

3-Existing Equity Investors need to imbibe patience and New Equity Investors opt for STP route spread across 6 months.

20/10/2022

"Nothing will be sold below cost price unlike what some rivals continue to do" A much needed stance for sanity in E commerce play

The company is also going to onboard hundreds of thousands of small and medium businesses as sellers on JioMart and launch an incubation programme for direct-to-consumer (D2C) brands to help them scale up by providing marketing and distribution support with an aim to make JioMart the country's large...

19/10/2022

IT Companies valuations coming closer to Pre Covid level (Source-ET) & Q2 results addressing the concerns of earning growth....is it the time to accumulate with 3 Years perspective!!!

18/10/2022

Interactive Session-Mr Vinod Bhat (Senior VP/Fund Manager/Equity Strategist Aditya Birla Asset Management Co)

Key Take Away

-International Equity Market seems fairly valued however growth concerns may lead to further downside.

-Key things to watch out-US Inflation & Dollar Index

-Indian Economy is in very promising position, very positive Equity Market with 3-5 Years perspective with reasonable rebound in corporate earnings.