Hats off Tariq. Please write more or start Youtube channel like Ishmohit to explain topic like stock selection, selling method, allocation method and what not. Hope to hear more from you in future. Thank you. If possible please make your conversation with Ishmohit public regarding quarterly results and other. Thank you once again to clear all doubts.
Hi Tariq, I chanced upon to read this article today and with the benefit of hindsight learned so much about how complex the world can be. The article is so well written, key global events and their impact well captured and a future for market direction mentioned in the end. However as we are in H2 2023, bull market is rampant and small caps are going up like no price is high. It is so difficult to predict how direction can change so quickly for markets and why it’s important to keep reviewing the hypothesis and calibrate it against the reality. I am sure you are doing it as I can see your tweets, but just sharing it for myself coz sometimes taking position and staying with it isn’t very helpful. Thanks for the wonderful article as always
Regarding your cash position, any reason why you wouldn't park it in a liquid fund? Or have you done exactly that?
In general my question is whether it's a good idea to park my cash in a liquid fund if I plan to make scattered investments in equities for next 1 year?
One dimension that you may like to delve into is the duration and degree of impact of the ongoing QT particularly since Fed has a long way to go in shrinking its balance sheet. Minus liquidity, nothing matters.
Hats off Tariq. Please write more or start Youtube channel like Ishmohit to explain topic like stock selection, selling method, allocation method and what not. Hope to hear more from you in future. Thank you. If possible please make your conversation with Ishmohit public regarding quarterly results and other. Thank you once again to clear all doubts.
Excellent write up! Sensible approach to "how to invest from now on"!
So much in depth analysis and providing insight of what may happen.
Very well written, pretty helpful.
Thanks Tariq
Thank you Vibhu, glad it was helpful
Illuminating.
So well written. Connecting dots accross all macro signals and how it will effect India.
Will read again and again to distill everything down and make notes.
Thank you Tariq bhai :-)
Thank you Amol, glad it was helpful 🤝
Hi Tariq, I chanced upon to read this article today and with the benefit of hindsight learned so much about how complex the world can be. The article is so well written, key global events and their impact well captured and a future for market direction mentioned in the end. However as we are in H2 2023, bull market is rampant and small caps are going up like no price is high. It is so difficult to predict how direction can change so quickly for markets and why it’s important to keep reviewing the hypothesis and calibrate it against the reality. I am sure you are doing it as I can see your tweets, but just sharing it for myself coz sometimes taking position and staying with it isn’t very helpful. Thanks for the wonderful article as always
Thank you Vikas, very kind of you 🙏
Thank you so much Sir for such a wonderful article, explaining and making sense of many complex events into simple language.
Thank you for reading Khushboo!
Excellent article Tar.
Regarding your cash position, any reason why you wouldn't park it in a liquid fund? Or have you done exactly that?
In general my question is whether it's a good idea to park my cash in a liquid fund if I plan to make scattered investments in equities for next 1 year?
Regards
Yogi
Thank you!
With regards to cash, its a mix of everything
Yes, if liquid fund is investing in govt bonds
Good writeup.keep doing on thanks
Thank you
Good writeup. Keep on doing.thanks
Tariq bhai brilliant write-up
Thank you Akhil
Very very good summarised, Thank you very much
Thank you Ashish, glad it was useful
What a lovely weekend read ..........
Thank you for reading Rahul!
Very well written Tariq. Keep up the good work.
Thank you v much
Very informative,, the way , global events were merged to arrive at present economic scenario is very skilfully done .
Thank you Ashwani
Super view Tar. Thoroughly enjoyed your articles.
Glad you found it useful Shashank
One dimension that you may like to delve into is the duration and degree of impact of the ongoing QT particularly since Fed has a long way to go in shrinking its balance sheet. Minus liquidity, nothing matters.