Thank you for sharing Prabhakar. We need more of seasoned investors like you to come and share their learnings with retail investors. This is really helpful. I have a question to you, Indian mkt is expensive and china is cheap and we have seen funds moving out of India and investing in China. US treasury yields are also what FII now make from India post indian currency depreciation and country risk premia. Lot of retail money will also slow down given the fall and fear. What will cause the market to go up unless US yields fall ? If inflation remains strong in US and therefore the yields, does it mean we can fall much more ?
I agree with you "No free lunch where ever you travel" One should be attentive all the time and believe the master. I have faced many such circumstances since I entered stock market. One should be ambitious but not greedy - what i follow. Since my days with with Sumvitti I am a happy investor and hence will continue with you . Keep moving and I am with you. Regards
Thank you for sharing Prabhakar!! This is the most sanest way to look at the current market outlook.
I have only one question: Is it better to wait for next bull market sectors to emerge for portfolio reshuffling? Ofcourse if horizon is 10+ years may be it does not matter. Just want to know your thoughts on it.
Lovely post Prabhakar sir
Thank you for sharing Prabhakar. We need more of seasoned investors like you to come and share their learnings with retail investors. This is really helpful. I have a question to you, Indian mkt is expensive and china is cheap and we have seen funds moving out of India and investing in China. US treasury yields are also what FII now make from India post indian currency depreciation and country risk premia. Lot of retail money will also slow down given the fall and fear. What will cause the market to go up unless US yields fall ? If inflation remains strong in US and therefore the yields, does it mean we can fall much more ?
Thanks for your insights Prabhakar Sir!..
Prabhakar, Well narrated as usual.
I agree with you "No free lunch where ever you travel" One should be attentive all the time and believe the master. I have faced many such circumstances since I entered stock market. One should be ambitious but not greedy - what i follow. Since my days with with Sumvitti I am a happy investor and hence will continue with you . Keep moving and I am with you. Regards
Thanks for sharing Prabhakar sir. You always bring a lot of perspective in your writings. Grateful as always! 🙏
Thank you for sharing Prabhakar!! This is the most sanest way to look at the current market outlook.
I have only one question: Is it better to wait for next bull market sectors to emerge for portfolio reshuffling? Ofcourse if horizon is 10+ years may be it does not matter. Just want to know your thoughts on it.
Nicely put.
Thankyou for your insights prabhakar sir. Your way of putting things into perspective is really amazing. Always look forward to read / hear from you .
excellent one as usual, i am fan of you Prabhakar, i hope you write more frequently, thanks a ton
Nice one and much needed in these times