12th Sep, 2021
Video ๐๐ https://www.youtube.com/watch?v=ZcnI1SyHef8
- Only 1 in 5 Stocks at ATH
- July IIP
- International MFโs are Rising
- Who will benefit from Ford Exit?
- Cairn Settlement
- Banking NPAโs Stable
- Mudra Loan NPAโs
- 1 Trillion m-cap club
- Crypto CRASH
- UCO Bank is out of PCA
- USA Stocks Fall
- Extension on ITR Filing
05th Sep, 2021
Video ๐๐ https://www.youtube.com/watch?v=N_L3iq0AORM
- China tightens scrutiny on $93 trillion fund industry
https://www.reuters.com/world/china/china-tightens-scrutiny-93-trillion-fund-industry-2021-08-30/
- George Soros: Investors in Xiโs China face a rude awakening
https://www.ft.com/content/ecf7de34-e595-4814-9cbd-4a5119187330
- China Tech Crackdown
https://www.cnbc.com/2021/08/30/china-tech-crackdown-experts-warn-on-the-risks-ahead-for-stocks.html
- Infosys with Anti National Forces
- Chip Shortage in Auto Industry
- Chip shortage to cost $1 Billion
- Indiaโs GDP growth
- Indiaโs trade deficit
- Dip in GST collection
- India PMI
- NCLT order on Videocon
- Cryptocurrency will be treated as Commodity
- Upfront Margin
- SEBI directs Mutual Funds
- JP Morgan PMI
https://www.markiteconomics.com/Public/Home/PressRelease/20b335c125b7425da0e8614c9992e7ad
- USA nonfarm jobs
https://www.cnbc.com/2021/09/03/jobs-report-august-2021.html
29th Aug, 2021
Video ๐๐ https://www.youtube.com/watch?v=hTNGEszejHE
- Definition of Long Term
https://www.dsij.in/DSIJArticleDetail/ArtMID/10163/ArticleID/20080/How-do-you-define-long-term
- 52% Investors sell IPO stock on listing day
- Anchor investors booked profit in Zomato
- REITS and INVITS to be included in Nifty indices
- 20% NPA due to Mudra Loans
https://www.fortuneindia.com/multimedia/20-npa-in-mudra-loans-sbi-chairman/105760
- 8 Board members resigned in 9 months
- Infosys mcap hit $100 billion
- CSK share near Rs 100
- Unlisted portfolio deliver high returns
- Liquidity driven rally
- FPIโs sold Financials and IT stocks
- Accredited Investors
- $12.1 billion FDI
https://www.rediff.com/business/report/fdis-rise-to-121-bn-in-may-piyush-goyal/20210823.htm
- Taper could start in 2021
- Global Corporate profits to fall 8%
22nd Aug, 2021
Video ๐๐ https://www.youtube.com/watch?v=VRUj3KkWaTY
- Cash Crunch
- SBI only 5% recovery of Bad debt
- GDP forecast revision
- High Commodity Prices hit profit and margins
- Dmart Owner in Worldโs top 100 Richest list
- Example of declining top line
https://www.bseindia.com/xml-data/corpfiling/AttachLive/de0dc8f6-b8ac-4b4c-abff-be5bb4e4b5b0.pdf
- Bank Locker New Rules
- Worldโs Strictest Privacy law
https://www.wsj.com/articles/china-passes-one-of-the-worlds-strictest-data-privacy-laws-11629429138
- Chinaโs fall in Factory Output and Retail Sales Growth
15th Aug, 2021
Video ๐๐ https://www.youtube.com/watch?v=LipjVJ7wBtM
- ITC #1 FMCG Company
https://www.itcportal.com/about-itc/ChairmanSpeakContent.aspx?id=2394&type=B&news=Chairman-2021
- Buy US Stocks through NSE
- Liquidity
- RIL into Energy Storage business
- BSE clarification on small and mid-cap stocks limit
- Future Group months away from bankruptcy
https://www.fortuneindia.com/enterprise/future-group-entities-months-away-from-bankruptcy/105701
- Vi Struggling to survive
- Bankโs plan to save Vi
https://www.rediff.com/business/report/indian-banks-have-a-plan-to-save-vodafone/20210809.htm
- What is happening with gold?
https://dailyreckoning.com/whats-happening-with-gold/
- CPI inflation
- China shuts 3rd busiest port
- Surge in covid cases in USA
08th Aug, 2021
Video ๐๐ https://www.youtube.com/watch?v=5y_0TgbsolA
- T+1 Settlement
- Marico Case Study
- RBI Monetary Policy
- Supreme Court rules in favour of Amazon
- FD Rates may go up
- Floating Rate funds are POPULAR
- SEBI revised minimum application value for REITS and INVITS
- PMI is UP
- Global Composite PMI is down
https://www.markiteconomics.com/Public/Home/PressRelease/a33a436e0b4047f7930dfc5e2d45c2cf
- Retrospective tax nullified
- ZEE group paid 91% debt
- Coal Prices are increasing
https://www.ft.com/content/b696720f-fed4-4f4b-acbd-302f8935c73e
- IMF warning on crypto
- Fuel demand at pre-covid level
- PSUโs exempted from 25% public shareholding rule
- Chinese crackdown on online games
https://www.wsj.com/articles/tencent-plummets-as-china-takes-aim-at-online-videogames-11627962018
- KYC norms relaxed for FPIโs
- Why gold prices fell?
01st Aug, 2021
Video ๐๐ https://www.youtube.com/watch?v=KnIKtPH6LDw
- Nifty Futures Crash
- Privatization of Govt owned insurers
- IMF revised its projection
- Indigo HIGHEST quarterly loss
- Nifty Pharma slips 5%
- Zomato valuation absurd
https://www.fortuneindia.com/multimedia/zomato-valuation-absurd-rakesh-jhunjhunwala/105660
- US GDP missed target
- China crackdown on education sector
https://www.ft.com/content/dfae3282-e14e-4fea-aa5f-c2e914444fb8
- Sell-off in Chinese companies listed in USA
- US investors offloading Chinese assets
- UK removed Chinese nuclear company
- Vijay Mallya is Bankrupt
25th July, 2021
Video ๐๐ https://www.youtube.com/watch?v=uLjY_pcGlr4
- Write-off
- Reliance 4th Business Vertical
- Adani group is Indiaโs Largest Airport Operator
- Weak Consumption Spending
- RBI Digital Currency
https://www.thehindu.com/business/rbi-plans-digital-currency-pilots-soon/article35477102.ece
- Govt Extra Spending
- HDFC Securities will enter discount broking
- Commodity Inflation will increase
https://www.unilever.com/Images/ir-q2-2021-presentation_tcm244-563875_en.pdf
- Tax Collection
- China Metal Reserves Auction
https://www.reuters.com/article/china-metals-reserves-auction-idUSL1N2OX0J4
- USA jobless Claims
https://www.reuters.com/business/us-weekly-jobless-claims-unexpectedly-increase-2021-07-22/
18th July, 2021
Video ๐๐ https://www.youtube.com/watch?v=vfK6-XkkPEU
- Patanjali IPO
- WPI Inflation
- CPI Inflation
- S&P India Ratings
- Indians Selling GOLD
- Mutual Fund Investments
- Vodafone Idea Survival Options
- Vodafone Idea Subscriber Addition
- RBI Bars Mastercard
- Indian Real Estate Sector beat Covid-19
https://www.cnbctv18.com/real-estate/how-indian-real-estate-beat-covid-19-second-wave-10001461.htm
- Indian Real Estate Recovery
https://www.fortuneindia.com/macro/indias-housing-market-is-recovering-heres-why/105610
- Retail Frenzy
- Chinaโs Tech Crackdown
- USA Warn Businesses in Hong Kong
- USA Halts Economic Dialogue with China
- USA Inflation
- China GDP
https://www.cnbc.com/2021/07/15/chinas-q2-gdp-2021-retail-sales.html
- OPEC Oil Demand
11th July, 2021
Video ๐๐ https://youtu.be/gG9FmYPC8II
1. Global Selloff Reasons
2. Growth is the main challenge
https://www.rbi.org.in/scripts/BS_SpeechesView.aspx?id=1109
3. GST Revenue
4. Service Sector PMI
5. New FD Rules
6. Tata Steel Case Study
7. India’s Power demand
8. Large cap v/s Small cap
9. JP Morgan Global Composite PMI
https://www.markiteconomics.com/Public/Home/PressRelease/28891b8e69f44c6db23c0a0460d10d00
10. Weekly Jobless Claims
https://www.cnbc.com/2021/07/08/us-weekly-jobless-claims.html
4th July, 2021
Video ๐๐ย https://www.youtube.com/watch?v=B_PH_2RL-Dc
1. REAL Returns Negative
2. RBI Financial Stability Report
3. IOB is 2nd most valued PSB
4. Asset Manager’s concern on mid and small cap space
5. Vodafone Idea Survival at RISK
6. Telecom Industry in trouble
7. SEBI Relaxation for REIT’s
8. India’s Current Account Deficit
9. Stimulus Package
10. JP Morgan Global Manufacturing PMI
https://www.markiteconomics.com/Public/Home/PressRelease/306fe32ac993444d83dc666c249f8d52
11. USA adds 850k jobs in June’21
12. China’s Xi Jinping Warning
13. Jeff Bezos Leaves Amazon