
Abhinav Talwar, CFA, CA
@TalwarAbhinav
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Manage Investments | Technical + Fundamental | Tweet about: Stocks, Equities, Money, Capital Markets, Economy, #RealEstate Disc: Tweets are personal views.
India ๐ฎ๐ณ Canada ๐จ๐ฆ
Joined January 2014
A 1L investment in the Nippon India Growth / Midcap Fund would have become a little over 4cr in 30 years. That is 400 times in 30 years. A CAGR of staggering 22% for 30 years. But I can guarantee you that if I take you back to 1995 & you have to start investing in the fund
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Heights of euphoric wave: many bought LG Balakrishnan shares after mistaking it to be LG Electronics on the debut day. #LGelectronicsipo
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Say whatever but TSX Composite still rose 33%+ since Liberation Day. $TSX
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Iconic chart by Jeremy J. Siegel showing outperformance by Equities (real returns) based on data since 1802 (in more than 200 years). Interesting, Isnโt it? Straightforward and as we all know. But, this is too vanilla - there is much more to this. Read here ๐
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Tata Motors now trading at 400 after split. #TataMotors
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Netflix users can now play games on the TV - a move that finally seems to have go-live. May turn out to be a great engagement strategy. However, we will see the results in next few quarters. $NFLX
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#GOLD since 2019 - 4x in 6 years. You can notice how strong the rally is - price kept going up even when the volume was going down in the middle before it picked again later. Enormous strength in the rally.
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S&P 500 VIX shot up by 31%+ on Friday - one of the largest move after liberation day week. Coincides with all the major indices in red. Is this the turning point of rally?
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Many Indians are choosing to fly outside for short vacation on Diwali. Good for capitalism but this changing trend over time is going to disrupt household income for thousands of small time vendors as the festive consumption pattern changes.
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Each solar panel uses about 111mg of Silver. Which at industry levels turns out to be 197Million ounces, valued at about 17-18% industry demand or about $7-8Bn. Few years back, each panel used upwards of 500mg but with change in technology overtime this has reduced to 1/5th. Go
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For India to be truly developed nation, basic education for every child is of utmost importance. In North America, that is a default environment and even the rural areas have strong education infrastructure. GDP or GDP per capita are surface level barometers but real growth is
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Kotak suspended fresh subscriptions in Kotak Silver ETF Fund of Fund, owing to Silver trading at premium to International prices as the domestic market struggles to find physical silver.
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Indians drink about 1,830,000,000 litres of whiskey every year. 1xWater: 183 Crore litres of water 2xIce cubes: 366 crore ice cubes 1000kgs Chakna ๐๐ Woww! Diwali season is here and this year it is going to go crazy - courtesy GST savings.
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Why? Why do we need to financialize households hard assets? It makes no sense - more so based on capital return it has generated for households in last 25 years. Gold loans or simple sale is enough for Gold monetization.
Indian households hold ~$3 trillion in gold (World Gold Council estimate), sitting idle in lockers. Meanwhile, equity investments fund companies that need capital to grow. We need better ways to financialize this gold beyond just gold loans.
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