#  @sandipsabharwal sandip sabharwal sandip sabharwal posts on X about india, stocks, inflation, money the most. They currently have [----------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::85768153/interactions)  - [--] Week [-------] -49% - [--] Month [---------] +56% - [--] Months [----------] -7.60% - [--] Year [----------] -17% ### Mentions: [--] [#](/creator/twitter::85768153/posts_active)  - [--] Month [---] +34% - [--] Months [---] +1.50% - [--] Year [---] -0.41% ### Followers: [----------] [#](/creator/twitter::85768153/followers)  - [--] Week [-------] +0.11% - [--] Month [-------] +0.52% - [--] Months [-------] +2.80% - [--] Year [-------] +6.80% ### CreatorRank: [-------] [#](/creator/twitter::85768153/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [currencies](/list/currencies) [technology brands](/list/technology-brands) [stocks](/list/stocks) [social networks](/list/social-networks) [travel destinations](/list/travel-destinations) [cryptocurrencies](/list/cryptocurrencies) [luxury brands](/list/luxury-brands) [celebrities](/list/celebrities) **Social topic influence** [india](/topic/india) #5444, [stocks](/topic/stocks) #3781, [inflation](/topic/inflation), [money](/topic/money) #5205, [whatsapp](/topic/whatsapp), [ipo](/topic/ipo) #29, [china](/topic/china) #4770, [gdp](/topic/gdp), [investment](/topic/investment), [rates](/topic/rates) **Top accounts mentioned or mentioned by** [@finminindia](/creator/undefined) [@pmoindia](/creator/undefined) [@nsitharaman](/creator/undefined) [@narendramodi](/creator/undefined) [@rbi](/creator/undefined) [@sebiindia](/creator/undefined) [@etnowlive](/creator/undefined) [@hardeepspuri](/creator/undefined) [@bjp4india](/creator/undefined) [@mybmc](/creator/undefined) [@devfadnavis](/creator/undefined) [@nseindia](/creator/undefined) [@piyushgoyal](/creator/undefined) [@federalreserve](/creator/undefined) [@amitshah](/creator/undefined) [@grok](/creator/undefined) [@suhanisabharwal](/creator/undefined) [@incindia](/creator/undefined) [@airindia](/creator/undefined) [@shriyel](/creator/undefined) **Top assets mentioned** [Rally (RLY)](/topic/rally) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "Amidst all the talk of Russian Oil purchases Remember We the citizens have benefited Zilch Fuel prices are the same when they were when Crude was $ [--] plus" [X Link](https://x.com/sandipsabharwal/status/1951484559998046700) 2025-08-02T03:25Z 126.2K followers, 41.6K engagements "While Social Media Punter Experts were scaring Retail Investors and asking them to wait for #Nifty at [-----] #Nifty moves to a new [--] week high" [X Link](https://x.com/sandipsabharwal/status/1979079116935643295) 2025-10-17T06:56Z 126.2K followers, 10.8K engagements "Sometimes "Social Media Experts" are worried when VIX spikes higher Nowadays they are worried as VIX is at very low levels No need to be excessively worried. Its just because equity market volumes have moved down and speculation has shifted to Gold Silver Copper etc" [X Link](https://x.com/sandipsabharwal/status/2005265141940805786) 2025-12-28T13:10Z 126.2K followers, [----] engagements "New high #Nifty Congratulations all Bears. Without your short positions this would never have happened. [----] outlook remains constructive" [X Link](https://x.com/sandipsabharwal/status/2007024554737320257) 2026-01-02T09:41Z 126.2K followers, 13.4K engagements "Arre bhaiya Forex Reserves already include Gold Reserves. Improve knowledge then comment @sandipsabharwal Have you seen that at the same time Gold reserve is incresed at different level so keep confidence in Govt and #rbi they know better then us @sandipsabharwal Have you seen that at the same time Gold reserve is incresed at different level so keep confidence in Govt and #rbi they know better then us" [X Link](https://x.com/sandipsabharwal/status/2010224244513484860) 2026-01-11T05:36Z 126.1K followers, 17.4K engagements "One easy solution to address capital outflows and INR depreciation is to make LTCG 7.5% Foreign outflows will reverse INR depreciation will reverse Liquidity will improve and monetary policy will fully play out Revenue loss will be marginal However @FinMinIndia is sleeping so our expectations should be zero https://twitter.com/i/web/status/2014626005927813417 https://twitter.com/i/web/status/2014626005927813417" [X Link](https://x.com/sandipsabharwal/status/2014626005927813417) 2026-01-23T09:07Z 126.2K followers, 49.7K engagements "The Morgan Stanley Emerging Markets Index is at an all time high Since the September [----] peak it has outperformed the Nifty (USD Nifty) by 40% an amazing record rarely seen ever MSCIEF is up more than 25% while Nifty is down 15% (USD denominated both indices) @PMOIndia @FinMinIndia need more measures other than giving PLI benefits to select corporates ( and cash distribution freebies) https://twitter.com/i/web/status/2014640104640545260 https://twitter.com/i/web/status/2014640104640545260" [X Link](https://x.com/sandipsabharwal/status/2014640104640545260) 2026-01-23T10:03Z 126.2K followers, 15.6K engagements "BREAKING NEWS #UnionBudget2026 to announce [--] new trains for #WestBengal and #TamilNadu" [X Link](https://x.com/sandipsabharwal/status/2014673110713438688) 2026-01-23T12:14Z 126.1K followers, 72.5K engagements "One more day of Rs [----] Crores plus Sale by FPI's January sales have reached almost $ [--] Billion It's a massive selloff. Why is the Government unbothered about the lack of confidence of foreign investors @FinMinIndia @PMOIndia @narendramodi" [X Link](https://x.com/sandipsabharwal/status/2014721053453594795) 2026-01-23T15:25Z 126.2K followers, 50.1K engagements "This comment is completely fallacious Checkout inflows into some other countries like South Korea Emerging Market Index is at all time highs. Money is moving out only from India to the USA First research @sandipsabharwal @FinMinIndia @PMOIndia @narendramodi Sir you know way better but what I know is large FPI selling does NOT automatically mean loss of confidence in India. Most of the current selling is driven by global macro factors and not India-specific issues. US bond yields staying high i.e. money moving back to US treasuries. @sandipsabharwal @FinMinIndia @PMOIndia @narendramodi Sir you" [X Link](https://x.com/sandipsabharwal/status/2014723851717079210) 2026-01-23T15:36Z 126.2K followers, 14.3K engagements "No takers for the 10% slots vacated by #Indigo as I had predicted It's not easy to get aircraft set up crew and routes so fast Moreover all other airlines besides Indigo are in losses It's best for consumers interest that the Government reinstates the slots of Indigo as long as they are satisfying the new #DGCI norms https://twitter.com/i/web/status/2014960283874427250 https://twitter.com/i/web/status/2014960283874427250" [X Link](https://x.com/sandipsabharwal/status/2014960283874427250) 2026-01-24T07:15Z 126.1K followers, 44.4K engagements "This was just a Pun It's a standard feature announcing things for states going to polls Too many taking it seriously. BREAKING NEWS #UnionBudget2026 to announce [--] new trains for #WestBengal and #TamilNadu. BREAKING NEWS #UnionBudget2026 to announce [--] new trains for #WestBengal and #TamilNadu" [X Link](https://x.com/sandipsabharwal/status/2014988732559139070) 2026-01-24T09:08Z 126.1K followers, 10.3K engagements "Gradual loss is a continuous loss @sandipsabharwal Banking hours wont reduce with a 5-day work week. There is no continuous loss of business in absolute terms for PSU banks their business is still growing. Whats happening is a gradual loss of market share not deposits vanishing. This shift is driven by service quality @sandipsabharwal Banking hours wont reduce with a 5-day work week. There is no continuous loss of business in absolute terms for PSU banks their business is still growing. Whats happening is a gradual loss of market share not deposits vanishing. This shift is driven by service" [X Link](https://x.com/sandipsabharwal/status/2015361291960094795) 2026-01-25T09:49Z 126.1K followers, [----] engagements "It does not @kmarkri @sandipsabharwal How npa affects deposit @kmarkri @sandipsabharwal How npa affects deposit" [X Link](https://x.com/sandipsabharwal/status/2015437174230098420) 2026-01-25T14:50Z 126.1K followers, [----] engagements "Saw #Border2 It stands out for its emotional depth and grounded storytelling. It portrays the realities of battle with authenticity focusing on human courage and sacrifice rather than exaggerated superhuman heroics. A refreshing and impactful watch. Jai Hind and Best Wishes on #RepublicDayIndia https://twitter.com/i/web/status/2015622111541534777 https://twitter.com/i/web/status/2015622111541534777" [X Link](https://x.com/sandipsabharwal/status/2015622111541534777) 2026-01-26T03:05Z 126.1K followers, 17.2K engagements "The Finance Minister does exist @nsitharaman detected at the #RepublicDay2026 parade" [X Link](https://x.com/sandipsabharwal/status/2015664684670820576) 2026-01-26T05:54Z 126.1K followers, 22.8K engagements "Joker alert @sandipsabharwal @nsitharaman Wow some correction in market and bhakts are changing sides @sandipsabharwal @nsitharaman Wow some correction in market and bhakts are changing sides" [X Link](https://x.com/sandipsabharwal/status/2015707850702754110) 2026-01-26T08:46Z 126.1K followers, [----] engagements "Strong results by #AxisBank Good across most parameters The best thing about banking sector results is the excellent asset quality across all major banks" [X Link](https://x.com/sandipsabharwal/status/2015709009706422525) 2026-01-26T08:50Z 126.1K followers, 15.7K engagements "Don't understand Don't comment @sandipsabharwal Slippages continue to move up. Disturbing. @sandipsabharwal Slippages continue to move up. Disturbing" [X Link](https://x.com/sandipsabharwal/status/2015717400113779188) 2026-01-26T09:24Z 126.1K followers, 10.6K engagements "Banking Sector results reflect a pick up in Credit growth Cement company numbers reflect a sharp pickup in cement volumes in the December quarter Most consumer companies see a pick up in volume growth Overall economic activity seems to be picking up pace" [X Link](https://x.com/sandipsabharwal/status/2015969186170995016) 2026-01-27T02:04Z 126.1K followers, 13.2K engagements "The @mybmc roads department has suddenly and crazily dug up huge number of roads including main arterial junctions. Digging is fast. Reconstruction takes months. First concrete roads are made taking few quarters and then dug up again in a few months. Subsequent repairs are mostly shoddy @Dev_Fadnavis" [X Link](https://x.com/sandipsabharwal/status/2016006565858574719) 2026-01-27T04:33Z 126.2K followers, 14.4K engagements "Likely contents of the #Budget2026 speech [---] minutes of self praise [--] minutes of something substantive" [X Link](https://x.com/sandipsabharwal/status/2016029354527232199) 2026-01-27T06:03Z 126.2K followers, 32.4K engagements "I am never frustrated. Once you are [--] years into the markets you know that there are cycles Frustrated are those who are [--] cycle old @sandipsabharwal Too much frustrated u have become.just wait it out maybe something gud also @sandipsabharwal Too much frustrated u have become.just wait it out maybe something gud also" [X Link](https://x.com/sandipsabharwal/status/2016030177101578621) 2026-01-27T06:07Z 126.1K followers, 16K engagements "Good body language and spirit of respect in the #EUIndiaTrade deal press conference. It's a big economic bloc and good opportunity for companies in India across industries" [X Link](https://x.com/sandipsabharwal/status/2016066449929076775) 2026-01-27T08:31Z 126.1K followers, 11.2K engagements "This is the madness of road construction in #Mumbai In so many places wide roads give way to two lane roads or narrow flyovers congesting the traffic. The basics of physics i.e. The narrowest portion decides the speed seems unknown to the random companies that are awarded projects https://twitter.com/i/web/status/2016341403488682063 https://twitter.com/i/web/status/2016341403488682063" [X Link](https://x.com/sandipsabharwal/status/2016341403488682063) 2026-01-28T02:43Z 126.2K followers, 16.9K engagements "Nifty VS Emerging Market Index from January [----] till now Record underperformance. Never seen before in recent memory" [X Link](https://x.com/sandipsabharwal/status/2016376855146987632) 2026-01-28T05:04Z 126.2K followers, 12.2K engagements "Rising Trade deficit and continued Foreign Fund Outflows are not only pressuring the Rupee which is at an all time low despite the US Dollar Index being at multiyear lows But more importantly as it sucks out domestic liquidity it is making the Monetary Policy less effective Trade Deficit Jan to June [----] avg $ [--] Billion July to Dec [----] avg $ [--] Billion @FinMinIndia Needs to take steps to reverse capital outflows @narendramodi @PMOIndia https://twitter.com/i/web/status/2016379930427490382 https://twitter.com/i/web/status/2016379930427490382" [X Link](https://x.com/sandipsabharwal/status/2016379930427490382) 2026-01-28T05:16Z 126.2K followers, 14.4K engagements "December IIP grows at 7.8% November IIP revised upto 7.2% These are healthy numbers. #GST rate cuts and lower interest rates are giving fillip to economic growth as December growth is a [--] year high. @nsitharaman @FinMinIndia @PMOIndia time to push lower direct taxes also" [X Link](https://x.com/sandipsabharwal/status/2016476238072926679) 2026-01-28T11:39Z 126.2K followers, 10.9K engagements "There is no major change in the borrowing program It's all to do with the high trade deficit and foreign fund outflows which are depleting the liquidity despite @RBI support Trade Deficit last year was $ [---] Billion combine that with FPI outflows of Rs [------] Crores. Even taking into account Net Services exports at $ [---] Billion it's a huge liquidity squeeze Pressure on the Indian fixed income markets is visible across segments - from benchmark government bond yields to overnight money market rates and bulk deposit rates. And the list of problems is long an expected [--] trillion rupee gross" [X Link](https://x.com/sandipsabharwal/status/2016683840052580375) 2026-01-29T01:24Z 126.2K followers, 16K engagements "Sunday is usually for play and rest. This ones for stress. The Sun-Day is Scary-Day Budget Day: markets already breaking into a cold sweat given the reputation of the Finance Ministry" [X Link](https://x.com/sandipsabharwal/status/2017121373106426327) 2026-01-30T06:23Z 126.2K followers, 12.6K engagements "Corporate Cheiftains have already written newspaper editorials giving 10/10 to the #UnionBudget2026" [X Link](https://x.com/sandipsabharwal/status/2017139714726449352) 2026-01-30T07:35Z 126.2K followers, [----] engagements "I will be on @ETNOWlive tomorrow morning [----] AM for Pre Budget discussion & [----] PM for Post Budget Discussion" [X Link](https://x.com/sandipsabharwal/status/2017595056744763633) 2026-01-31T13:45Z 126.2K followers, [----] engagements "#BajajFinance results reflect why it's premium over large banks should keep on reducing NII (Net Interest Income) growth lower than all large banks Deposit growth remains muted and small part of balance sheet Net NPAs are similar to lost large banks Valuations still twice or more" [X Link](https://x.com/sandipsabharwal/status/1619206599784144897) 2023-01-28T05:31Z 126.3K followers, 43.7K engagements "Be very careful of Agrochemical Stocks Huge oversupply still exists globally with massive inventory that needs to be written down still Many Midcap Agrochemical companies have been rigged up via spreading Stories Evaluate properly then invest" [X Link](https://x.com/sandipsabharwal/status/1754381078603940034) 2024-02-05T05:46Z 126.3K followers, 45.4K engagements "PLATINUM PLAN 10-14 Stock recommendations Mix of Smallcaps and Largecaps High potential stocks Value with growth approach Sustainably generating wealth for [--] years Regular updates recommendation notes Low Churn Fixed Annual Charge Whatsapp [----------] http://ASKSANDIPSABHARWAL.COM http://ASKSANDIPSABHARWAL.COM" [X Link](https://x.com/sandipsabharwal/status/1765269480429470144) 2024-03-06T06:53Z 126.3K followers, [----] engagements "#OrklaIndia example of mispriced IPO of a decent company #UrbanCompany again high priced issue ramped up to suck in retail investors post listing now down 40% from post listing peak #Lenskart holding up but should crack sooner than later #Meesho again too expensive and offers no value Valuations across the IPO paradigm are too high. On the other hand broader markets of established listed companies are cheap now" [X Link](https://x.com/sandipsabharwal/status/2000415810612072477) 2025-12-15T04:01Z 126.4K followers, 40.3K engagements "Rupee Depreciation now over the last one year 7% India's GDP growth is trending (nominal)8% So in USD terms we are at the same level as one year ago So much so for the $ [--] Trillion target that was supposed to be hit last year. Now it's more likely after 3-4 years" [X Link](https://x.com/sandipsabharwal/status/2014624123914485964) 2026-01-23T08:59Z 126.4K followers, 141.4K engagements "So a [--] day weekend was not enough for PSU Bank Employees They go on strike on 27th January No wonder there is a continuous loss of business to the private sector banks especially deposits" [X Link](https://x.com/sandipsabharwal/status/2015353349328294000) 2026-01-25T09:17Z 126.2K followers, 41.7K engagements "Talk on facts not random jargons March [----] PSU Banks [----] % of total scheduled commercial bank deposits March [----] [----] % Around 8% lost over just [--] years @sandipsabharwal Wrong information PSB is not loosing business to pvb in last [--] years infact PSB deposit growth rate is better than pvb in FY [--] and in mine months of current financial year. Please share your opinion on whether our demand is right or wrong and we are not on strike for rest we @sandipsabharwal Wrong information PSB is not loosing business to pvb in last [--] years infact PSB deposit growth rate is better than pvb in FY [--] and" [X Link](https://x.com/sandipsabharwal/status/2015405796058976348) 2026-01-25T12:46Z 126.2K followers, 17.6K engagements "Indian exports to the USA pre tariffs were $ [--] Billion India exports to the EU are $ [--] Billion With an EU trade deal combined with the fact that INR has depreciated nearly 20% Vs the Euro over the last one year there is a huge opportunity to grow exports to the Eurozone" [X Link](https://x.com/sandipsabharwal/status/2015452330167242800) 2026-01-25T15:50Z 126.3K followers, 56.7K engagements "Over the last one year US Dollar Index (now at a multiyear low) has fallen 11% INR has fallen 6% Vs the USD As such INR is down 17% against a basket of currencies. Financial stability concerns are growing as RBI is unable to control short term rates due to huge capital outflows @FinMinIndia needs to wake up @narendramodi @PMOIndia https://twitter.com/i/web/status/2016415030452093396 https://twitter.com/i/web/status/2016415030452093396" [X Link](https://x.com/sandipsabharwal/status/2016415030452093396) 2026-01-28T07:36Z 126.3K followers, 40K engagements "First you need to understand why bond yields are rising and then comment @sandipsabharwal @nsitharaman @FinMinIndia @PMOIndia Don't think can afford to increase fiscal deficit now bond yields are puking across the curve. Any more tax relief without proportionate decrease in revenue or capital expenditure and India [--] year yield will be 7%. @sandipsabharwal @nsitharaman @FinMinIndia @PMOIndia Don't think can afford to increase fiscal deficit now bond yields are puking across the curve. Any more tax relief without proportionate decrease in revenue or capital expenditure and India [--] year yield" [X Link](https://x.com/sandipsabharwal/status/2016681976422613210) 2026-01-29T01:17Z 126.4K followers, [----] engagements "Company results in general are good Distorted by one time provisions related to the new Labour Code Will give downside protection the the markets despite large scale FPI outflows" [X Link](https://x.com/sandipsabharwal/status/2016709745403711821) 2026-01-29T03:07Z 126.3K followers, 11K engagements "#Swiggy reports loss of Rs [----] Crores plus once again Good thing BAAP Fund Managers have just funded them via QIP for another [--] quarters" [X Link](https://x.com/sandipsabharwal/status/2016910361770021343) 2026-01-29T16:24Z 126.3K followers, 21.9K engagements "Most pleaseing is the crash in worthless assets #cryptocurrencies Technicals indicate much steeper declines possible" [X Link](https://x.com/sandipsabharwal/status/2017097811834421625) 2026-01-30T04:49Z 126.3K followers, 10.8K engagements "Congratulations to all punter fund managers as #Meesho reports a quarterly loss of Rs [---] Crores Rs [-----] Crores of Market Capitalisation enjoy the game While it lasts" [X Link](https://x.com/sandipsabharwal/status/2017277471188779309) 2026-01-30T16:43Z 126.3K followers, 43.2K engagements "Just two days back a client messaged that "Equity Markets are going nowhere and I have started dabbling in Silver" I guess dabbling might get over today" [X Link](https://x.com/sandipsabharwal/status/2017288647578685548) 2026-01-30T17:27Z 126.2K followers, 18.1K engagements "All Social Media "Experts" who were recommending Gold and Silver till two days back and giving reasons why they should go higher Are today busy giving explanations on why they fell and how they had to fall" [X Link](https://x.com/sandipsabharwal/status/2017496071212245091) 2026-01-31T07:12Z 126.3K followers, 13K engagements "#GST collections growth for January [----] is encouraging at 6.3% despite the full impact of GST rate reductions Moderation in taxation always works when the economy is operating at below potential growth rates" [X Link](https://x.com/sandipsabharwal/status/2017823219718492352) 2026-02-01T04:51Z 126.3K followers, 16.3K engagements "Huge growth numbers from #MahindraandMahindra and also #TataMotorsPV #GST rate cuts are working and on top of that inventories with dealers are down to just one week of sales on an average which was nearly [--] days back in August. Sector growth should continue" [X Link](https://x.com/sandipsabharwal/status/2017830358104825882) 2026-02-01T05:20Z 126.3K followers, 15K engagements "🥱 till now" [X Link](https://x.com/sandipsabharwal/status/2017841544938852498) 2026-02-01T06:04Z 126.3K followers, 26.1K engagements "None visible 😀 @sandipsabharwal Focus on bird watching 🥹🥹 @sandipsabharwal Focus on bird watching 🥹🥹" [X Link](https://x.com/sandipsabharwal/status/2017843795195531701) 2026-02-01T06:13Z 126.3K followers, 10.6K engagements "This is precisely the misguided #Atmanirbhar thing process World is in a flux We need Foreign Capital RBI is losing control of the Forex and Bond Markets However a US Trade deal could nullify many negatives. Lets watch @sandipsabharwal Budget cant not be market centric yes we need capital and we have strong FDI WHILE FII is weak. Even most company have good balance sheet to fund good amount of capex. Let them exit and pay capital gain when we need we should make it zero and let them come back. @sandipsabharwal Budget cant not be market centric yes we need capital and we have strong FDI WHILE" [X Link](https://x.com/sandipsabharwal/status/2017893285101269100) 2026-02-01T09:30Z 126.3K followers, 16.5K engagements "Remember In the long run "Stock Markets are a slave of earnings" Earnings picture is decent. Look for opportunities in weakness" [X Link](https://x.com/sandipsabharwal/status/2017894504888766687) 2026-02-01T09:35Z 126.3K followers, 12.7K engagements "Question: Which was the best part of the #Budget2026 Me: The first [--] lines" [X Link](https://x.com/sandipsabharwal/status/2017972855640817788) 2026-02-01T14:46Z 126.3K followers, 23.7K engagements "These buggers have all their money in FDs That's the issue Do not understand the ABC of Stock Markets despite being Revenue Finance Sectaries etc @sandipsabharwal The best part was after Budget when Revenue Secretary spooked markets unnecessarily in press conference by this👇 comments on FnO segment volumes & activity. markets had already recovered sometime after Budget speech https://t.co/FDsnNatpwd @sandipsabharwal The best part was after Budget when Revenue Secretary spooked markets unnecessarily in press conference by this👇 comments on FnO segment volumes & activity. markets had already" [X Link](https://x.com/sandipsabharwal/status/2017981024781873227) 2026-02-01T15:19Z 126.3K followers, 29.9K engagements "You understand wrongly I am not upset Corrections help me buy cheaper as target value of a company is based on its cash flows which does not change on a day to day basis I am just stating facts @sandipsabharwal Sir - These are strong words 😳 Never seen u so upset in recent past @sandipsabharwal Sir - These are strong words 😳 Never seen u so upset in recent past" [X Link](https://x.com/sandipsabharwal/status/2017990964443554027) 2026-02-01T15:58Z 126.3K followers, 12.6K engagements "No The rupee is not going to go into a free fall just because STT was increased on F&O No FPIs are not going to sell more just because of this Yes There is an opportunity lost to attract Foreign Capital Many Sectors are doing well. #StockMarket's will stabilize sooner than later https://twitter.com/i/web/status/2018159199931514949 https://twitter.com/i/web/status/2018159199931514949" [X Link](https://x.com/sandipsabharwal/status/2018159199931514949) 2026-02-02T03:07Z 126.3K followers, 22K engagements "Punters will be Punters Weekly Options are the biggest losing game However under pressure from Exchanges those remain untouched. Banning weekly Options will be a much more effective measure @sandipsabharwal Calm & rational take Sandip ji Markets hate uncertainty more than taxes. Do you think this STT hike will meaningfully shift retail behavior toward delivery trading long-term #StockMarket @sandipsabharwal Calm & rational take Sandip ji Markets hate uncertainty more than taxes. Do you think this STT hike will meaningfully shift retail behavior toward delivery trading long-term #StockMarket" [X Link](https://x.com/sandipsabharwal/status/2018172002604028317) 2026-02-02T03:57Z 126.3K followers, 10.5K engagements "No BUY recommendations coming on Silver and Gold with absurd target prices from "Social Media" experts today Kya hua They are cheaper now. Buying cheaper is better right" [X Link](https://x.com/sandipsabharwal/status/2018199491057508401) 2026-02-02T05:47Z 126.3K followers, 16.5K engagements "After Bubbles burst there is always a pull back. Watch the [----] bubble move in #Silver However after that there could be a long phase of consolidation/correction" [X Link](https://x.com/sandipsabharwal/status/2018201711261987238) 2026-02-02T05:55Z 126.3K followers, 21.2K engagements "If the India USA Trade deal gets announced suddenly Shorts in the #StockMarkets will be running hard for cover Don't be short" [X Link](https://x.com/sandipsabharwal/status/2018362253201096966) 2026-02-02T16:33Z 126.3K followers, 72.2K engagements "#GiftNifty up [---] points INR in NDF markets up 1.25% Bye Bye Bears" [X Link](https://x.com/sandipsabharwal/status/2018371520956121391) 2026-02-02T17:10Z 126.3K followers, 38.1K engagements "Nothing can be done for foolish people who don't realize the magnitude of what is happening @sandipsabharwal If at all this provides a good oppurtunity to move out INR at good exchange rates.It is just 7% reduction of tariff. @sandipsabharwal If at all this provides a good oppurtunity to move out INR at good exchange rates.It is just 7% reduction of tariff" [X Link](https://x.com/sandipsabharwal/status/2018372647801991458) 2026-02-02T17:15Z 126.3K followers, 17.7K engagements "Total 18% now US Ambassador just confirmed @sandipsabharwal hi sir any update on whether 25% extra tarrif on india over an above 25% initial tarrif @sandipsabharwal hi sir any update on whether 25% extra tarrif on india over an above 25% initial tarrif" [X Link](https://x.com/sandipsabharwal/status/2018375275386704103) 2026-02-02T17:25Z 126.3K followers, 27.8K engagements "Two massive trade deals in one week With the EU as well as the USA Foolish bearish people who do not recognize the magnitude of positivity will miss opportunities Indian #StockMarkets will surprise on the upside. I have said for months many bearish on India got lucky as no one could have guessed that only India will be singled out for 50% Tariffs" [X Link](https://x.com/sandipsabharwal/status/2018376183612928079) 2026-02-02T17:29Z 126.3K followers, 38.1K engagements "If #Nifty opens 1000-1100 points higher as implied by the #GiftNifty then it would factor in a majority of the positivity of the Trade Deal We will be back to fundamentals from thereon Specific sectors Mid and Smallcaps that are very beaten down will provide bigger opportunities https://twitter.com/i/web/status/2018519733663141919 https://twitter.com/i/web/status/2018519733663141919" [X Link](https://x.com/sandipsabharwal/status/2018519733663141919) 2026-02-03T02:59Z 126.3K followers, 32.6K engagements "The positive impact of the #IndiaUSA trade deal on the Rupee will go a long way in helping the @RBI in liquidity management. They can slow down rupee appreciation and pump in INR liquidity into the system by just sterlizing inflows. The need for OMOs and USD Swaps could reduce" [X Link](https://x.com/sandipsabharwal/status/2018529465396236518) 2026-02-03T03:38Z 126.3K followers, 11.9K engagements "A rally is a "Relief Rally" Till it becomes a "Belief Rally"" [X Link](https://x.com/sandipsabharwal/status/2018626031134134561) 2026-02-03T10:02Z 126.3K followers, 14.3K engagements "Very interesting. No defects found. Is some lobby trying to push the direction of last years crash in a different direction DGCA releases rejoinder on purported malfunction of Fuel Cut OFF Switch on Air India Boeing B787-8 aircraft VT-ANX "Both left and right switches were checked and found satisfactory with the locking tooth/pawl fully seated and not slipping from RUN to CUTOFF. When full force was https://t.co/G5T00GsBuP DGCA releases rejoinder on purported malfunction of Fuel Cut OFF Switch on Air India Boeing B787-8 aircraft VT-ANX "Both left and right switches were checked and found" [X Link](https://x.com/sandipsabharwal/status/2018655833329139864) 2026-02-03T12:00Z 126.3K followers, 13.3K engagements "#Bitcoin on the verge of breaking down from an Head and Shoulder Pattern. A confirmation would mean next target of [-----]. Its intriguing how encrypted computer programs have been sold to people as currencies. If encryption breaks they can go to zero too" [X Link](https://x.com/sandipsabharwal/status/2019087485356171456) 2026-02-04T16:35Z 126.4K followers, 13K engagements ""Shortage" as a reason for commodity prices moving up Usually comes near the top of the cycle Huge stories are built up and retail investors sucked in" [X Link](https://x.com/sandipsabharwal/status/2019290817324806219) 2026-02-05T06:03Z 126.3K followers, 12.9K engagements "What a shady company #PBFintech Annouce a QIP without requiring the money Stock falls Suddenly withdraw QIP Tradiing pattern needs to be investigated" [X Link](https://x.com/sandipsabharwal/status/2019325457699869025) 2026-02-05T08:21Z 126.3K followers, 26.1K engagements "Emerging Market Funds have had inflows of nearly $ 180-190 Billion since January [----] In the same time India has had outflows of $ [--] Billion India has gone to a huge underweight in global fund allocations" [X Link](https://x.com/sandipsabharwal/status/2019397481021554962) 2026-02-05T13:07Z 126.3K followers, 18.7K engagements "You can love the company or you can hate it However great work done by the #PVRINOX management. Post Merger with Inox Net Debt was Rs [----] Crores in March [----] Net Debt is likely to be ZERO by March 2026" [X Link](https://x.com/sandipsabharwal/status/2019417000032997737) 2026-02-05T14:25Z 126.3K followers, 25K engagements "No one cares what your circle is doing. People are going to cinemas and some of the biggest hits have been in [----] @sandipsabharwal Its dying business with ott and movies coming to netflix. Nobody in my circle have thrill to go cinema hall anymore @sandipsabharwal Its dying business with ott and movies coming to netflix. Nobody in my circle have thrill to go cinema hall anymore" [X Link](https://x.com/sandipsabharwal/status/2019420548657545313) 2026-02-05T14:39Z 126.3K followers, 10.4K engagements "It's foolish for regulators to try and micromanage #RBI new risk weights for Retail and Personal loans assumes that managements running Banks/NFBCs are small kids who don't know what they should be doing Every banking crisis in India has germinated from unbridled large ticket corporate loans of 100s & 1000s of crores rather than small ticket personal loans" [X Link](https://x.com/sandipsabharwal/status/1725341500161347876) 2023-11-17T02:34Z 126.4K followers, 83.4K engagements "Preliminary Report indicates Pilot Error as potential cause of the #AirIndiaCrash While they are not saying conclusively the series of events in the [--] seconds points to that. While the sad tragedy has played out this could potentially rule out Engine Failure Issues and reduce the fear of flying which had set in" [X Link](https://x.com/anyuser/status/1943901837758763405) 2025-07-12T05:14Z 126.4K followers, 105.2K engagements "Too much excitement AGAIN About #IndiaVsPakistan match in a useless tournament Instead watch @satwiksairaj and @Shettychirag04 in the #ChinaMasters2025 finals at [---] PM today" [X Link](https://x.com/sandipsabharwal/status/1969598600930873621) 2025-09-21T03:04Z 126.4K followers, [----] engagements "All those predicting a #DotCom kind of crash in the Stock Markets Are going to fall flat on their faces. No such scenario or patterns are visible at this stage" [X Link](https://x.com/sandipsabharwal/status/1979423762513826092) 2025-10-18T05:46Z 126.4K followers, 27.9K engagements "Accelerating #GDP as growth beats expectations Decelerating #Inflation as CPI below expectations If this is not #Goldilocks then what is Very bullish for 2026" [X Link](https://x.com/sandipsabharwal/status/1994407111439315308) 2025-11-28T14:04Z 126.5K followers, 43.9K engagements "More distribution of Tax Payers money to selective companies PLI is a disastrous policy #StockInNews Dixon Tech: Units granted approval for electronics component manufacturing by MeitY @DixonTech_India #StockMarket #electronics @GoI_MeitY https://t.co/erv4iTe6k4 #StockInNews Dixon Tech: Units granted approval for electronics component manufacturing by MeitY @DixonTech_India #StockMarket #electronics @GoI_MeitY https://t.co/erv4iTe6k4" [X Link](https://x.com/sandipsabharwal/status/2007091594948903143) 2026-01-02T14:08Z 126.5K followers, [----] engagements "Leave aside the South Korean Markets which have given astounding returns. Look at Brazil From end of [----] Currency up 17% Vs the USD Stock Markets up 50% USD Returns 75%" [X Link](https://x.com/sandipsabharwal/status/2016424190627479777) 2026-01-28T08:12Z 126.4K followers, 67.5K engagements "I don't really care about the #STT increase which was obviously avoidable. Also there was no need for such a long winding speech. Overall next year projections seem reasonable. Capital Expenditure increase of 10% is realistic. Buyback taxation reduction is a good positive will lead to many buybacks from undervalued companies. Many custom simplifications as well as cut in Customs on baggage to 10% is positive. Overall neutral budget. Something should have been done to attract foreign capital however this random #Atmanirbharat thought process and disregard for foreign capital seems to be too" [X Link](https://x.com/sandipsabharwal/status/2017860999370707131) 2026-02-01T07:22Z 126.4K followers, 68.6K engagements "INDIAN STOCKS UNDERPERFORMANCE TRADE DEALs Creates Opportunities to BUY Cheap RESEARCH ANALYST SERVICES Long Term- [--] Strategies Short Term Momentum Strategy Trading Strategies Combo Plans combining strategies with discount WhatsApp [----------] http://asksandipsabharwal.com http://asksandipsabharwal.com" [X Link](https://x.com/sandipsabharwal/status/2018514072468402535) 2026-02-03T02:37Z 126.4K followers, [----] engagements "Remember There is no change in anything for Pharma Electronics and IT Companies. There was no tariff on them and the same continues" [X Link](https://x.com/sandipsabharwal/status/2018534325642522986) 2026-02-03T03:57Z 126.4K followers, 20.3K engagements "Massive writeoffs by #BajajFinance in the results out today While most Financials Banks as well as NBFC's were cautious in lending and maintained or improved asset quality Bajaj Finance kept on lending aggressively. It has finally caught on with them" [X Link](https://x.com/sandipsabharwal/status/2018654684647678196) 2026-02-03T11:55Z 126.4K followers, 67K engagements "INDIAN STOCKS UNDERPERFORMANCE TRADE DEALs Creates Opportunities to BUY Cheap RESEARCH ANALYST SERVICES Long Term- [--] Strategies Short Term Momentum Strategy Trading Strategies Combo Plans combining strategies with discount WhatsApp [----------] http://asksandipsabharwal.com http://asksandipsabharwal.com" [X Link](https://x.com/sandipsabharwal/status/2019003492980109490) 2026-02-04T11:01Z 126.4K followers, 10.4K engagements "In case of shady companies first the stock falls then poor results come out Look at #Kaynes (I warned on the company) Net Profits grow from Rs [--] Crores to Rs [--] Crores Year on Year. Other Income grows from Rs [--] Crores to Rs [--] Crores i.e. if other income did not grow there would be a profit decline. Still absurdly valued despite having more than halved from the top" [X Link](https://x.com/sandipsabharwal/status/2019416263836234179) 2026-02-05T14:22Z 126.4K followers, 31.6K engagements "The #usindiatradedeal is good overall Don't believe those who say the USA benefits more Terms of Trade in most cases benefits India and if US Imports go up exports to US will also magnify. As many labour intensive industries get tariff advantage it will boost employment in a big way. Remember the EU deal also will play out over the next 6-12 months" [X Link](https://x.com/sandipsabharwal/status/2020040260399575174) 2026-02-07T07:41Z 126.4K followers, 22.6K engagements "Raat ko kaise chadhe ga Monday ki wait toh karo. Dow Jones is up by [----] points Nasdaq is up by [---] Points Nifty is still struggling 🙁 #DowJones #NasDaq #Nifty Dow Jones is up by [----] points Nasdaq is up by [---] Points Nifty is still struggling 🙁 #DowJones #NasDaq #Nifty" [X Link](https://x.com/sandipsabharwal/status/2020046212465033474) 2026-02-07T08:05Z 126.4K followers, 21.9K engagements "When it's time to be Bullish All Bullish news comes together https://www.japantimes.co.jp/news/2026/02/08/japan/politics/japan-2026-lower-house-election/ https://www.japantimes.co.jp/news/2026/02/08/japan/politics/japan-2026-lower-house-election/" [X Link](https://x.com/sandipsabharwal/status/2020498550195736688) 2026-02-08T14:02Z 126.4K followers, 11K engagements "Zero is certain Timing is uncertain This was the sentiment on Bitcoin a year ago. Compare that with the calls for $0 today. This was the sentiment on Bitcoin a year ago. Compare that with the calls for $0 today" [X Link](https://x.com/sandipsabharwal/status/2020528823402463613) 2026-02-08T16:03Z 126.4K followers, 12.9K engagements "It's a good move by the @mybmc as rain fed water supply peaks out. However CM @Dev_Fadnavis needs to ensure that projects go to credible players. One Desalination plant has already been awarded to a company with no track record of setting up such plants. Sewage Treatment Plants Mithi River cleaning etc have gone no where as projects went to vague companies. On the other hand projects being awarded to established companies made the Coastal Road a success" [X Link](https://x.com/sandipsabharwal/status/2020672746255261721) 2026-02-09T01:34Z 126.4K followers, [----] engagements "The best way to get publicity is to make outlandish forecasts Make predictions like #Nifty will fall to [-----] or go upto [-----]. Later flip as time passes clearly knowing that people have short memories" [X Link](https://x.com/sandipsabharwal/status/2020695954148798975) 2026-02-09T03:07Z 126.4K followers, 18.4K engagements "Some company managements start giving outlandish growth targets in an attempt to influence the Stock Price Such tactics can work in the short run. However in the long run stock prices are a slave of earnings and free cash flows" [X Link](https://x.com/sandipsabharwal/status/2020731377671622769) 2026-02-09T05:27Z 126.4K followers, 10.4K engagements "When fundamentals of a stock turnaround and a stock starts to rally Many old investors who are frustrated due to holding for a long time start to Exit This provides a good entry to the investors who will ride the next upcycle" [X Link](https://x.com/sandipsabharwal/status/2021078481300488397) 2026-02-10T04:27Z 126.4K followers, 18.6K engagements "#Infosys #ADR A #HeadandShoulder breakdown @nooreshtech @kbbothra" [X Link](https://x.com/sandipsabharwal/status/1646770921171222528) 2023-04-14T07:02Z 126.5K followers, 24.2K engagements "Mahindra & Mahindra - Mahindra bags its biggest ever export order; [-----] units of LCV's to be delivered to Agrinas Pangan Nusantara Indonesia in [----] Mahindra is a superb company. In my view India's best auto company @anandmahindra" [X Link](https://x.com/sandipsabharwal/status/2018909654542406100) 2026-02-04T04:49Z 126.5K followers, 47.2K engagements "INDIAN STOCKS SET TO MOVE HIGHER Opportunities to BUY Cheap still exist RESEARCH ANALYST SERVICES Long Term- [--] Strategies Short Term Momentum Strategy Trading Strategies Combo Plans combining strategies with discount WhatsApp [----------] Https://www.asksandipsabharwal.com Https://www.asksandipsabharwal.com" [X Link](https://x.com/sandipsabharwal/status/2019995882452890005) 2026-02-07T04:45Z 126.5K followers, [----] engagements "The Brihanmumbai (Municipal)Digging Corporation has successfully dug up many arterial roads which includes recently concretized roads successfully. Now they will leave them dug for six months to see if the roads repair themselves. Then they will start repairing. We face potholes in the monsoons and dug up roads for the rest of the year. @CMOMaharashtra @Dev_Fadnavis there should be some accountability" [X Link](https://x.com/sandipsabharwal/status/2020849141887418758) 2026-02-09T13:15Z 126.5K followers, 16.5K engagements "First level breakout happened in August and many stocks are up hugely from Auto/Auto Ancillaries. Second level breakout above the earlier high playing out now. Could lead to much bigger targets While most are bearish on Auto Stocks in general & Their ownership among institutional investors especially MF's(where portfolios are publicly available) is very low I have rarely seen such a perfect Inverted Head and Shoulder Pattern. Its the Nifty Auto Index Looks very https://t.co/WDfwp68YTt While most are bearish on Auto Stocks in general & Their ownership among institutional investors especially" [X Link](https://x.com/sandipsabharwal/status/2021105653318643797) 2026-02-10T06:15Z 126.5K followers, 12K engagements "As the Retail frenzy peaked inflows into #Gold and #Silver ETFs hit Rs [-----] Crores in January Multi Asset Funds got another Rs [-----] Crores Equity plus Equity Oriented Hybrid Funds were at Rs [-----] Crores Clearly shows the frenzy for getting into Gold and Silver after 100% and 200% one year rallies" [X Link](https://x.com/sandipsabharwal/status/2021135939687547137) 2026-02-10T08:15Z 126.5K followers, 25.9K engagements "People are too pessimistic on Indian Equities in my view Tax Incentives combined with imminent monetary easing will revive the economy and stock markets will follow" [X Link](https://x.com/sandipsabharwal/status/1886667520331096532) 2025-02-04T06:46Z 126.5K followers, 26.7K engagements "Hmmm I thought that till last year Customs duty "increase" was an ongoing exercise" [X Link](https://x.com/sandipsabharwal/status/1905442482495865064) 2025-03-28T02:11Z 126.5K followers, 20.4K engagements "The value of Rare Earth Magnets that are imported from China and are a critical part of EV's and an important part of ICE Automobiles is just around Rs [---] Crores However given that China constitutes 90% of the supply of these currently if the issue of imports from China is not resolved it can bring the entire industry to a standstill by July end just before the festival season @narendramodi @PiyushGoyal @DrSJaishankar this issue needs an urgent diplomatic resolution" [X Link](https://x.com/anyuser/status/1928316594708697252) 2025-05-30T05:04Z 126.5K followers, 81.3K engagements "With 6% real and 10% nominal GDP growth a base of [---] grows to [---] in [--] years. But with 8% real and 12% nominal growth it becomes [---]. Its a full 50% difference over current GDP 6% isnt enough India must aim for 8%. @narendramodi @nsitharaman @PiyushGoyal" [X Link](https://x.com/sandipsabharwal/status/1952225098032648558) 2025-08-04T04:28Z 126.5K followers, 13K engagements "The insurance industry is the most Consumer Unfriendly and is duly supported by a friendly regulator There is no control on how premiums are calculated or increased. Claims are denied left right and centre and now After crying for so long that GST should be reduced when the Government has eliminated GST on Life and Health insurance they are quietly increasing premiums quoting loss of ITC benefits. @FinMinIndia @PMOIndia you need to evaluate the working of #IRDA" [X Link](https://x.com/anyuser/status/1967487229829476426) 2025-09-15T07:14Z 126.5K followers, 64.4K engagements "Good decision to keep HAL out Otherwise the Aircraft would not have come out for another [--] years" [X Link](https://x.com/sandipsabharwal/status/2018870837479453143) 2026-02-04T02:14Z 126.5K followers, 60.3K engagements "Some are creating panic in the #StockMarket's due to US warning to Citizens to leave Iran However the same warning is continuing for some time now. Last such warning was given early January too. However markets might correct somewhat in general due to global weakness in the short run https://twitter.com/i/web/status/2019622954573701444 https://twitter.com/i/web/status/2019622954573701444" [X Link](https://x.com/sandipsabharwal/status/2019622954573701444) 2026-02-06T04:03Z 126.5K followers, 18.5K engagements "#FractalAnalytics is an obnoxiously overpriced IPO operating in a segment that is going to be deeply disrupted by new AI developments" [X Link](https://x.com/sandipsabharwal/status/2021060142066999527) 2026-02-10T03:14Z 126.5K followers, 13.6K engagements "Arre @raghav_chadha youre making excessively intellectual investor-friendly and practical suggestions in Parliament. Sadly no ones listening. Wrong country maybe" [X Link](https://x.com/sandipsabharwal/status/2021485458711249247) 2026-02-11T07:24Z 126.5K followers, 65.9K engagements "#BHEL OFS is much better than all the junk IPOs that are open right now and some of those which are about to open" [X Link](https://x.com/sandipsabharwal/status/2021575456466538779) 2026-02-11T13:22Z 126.5K followers, 15.4K engagements "#NiftyIT Index at the lower end of a long term channel Will it break or bounce" [X Link](https://x.com/sandipsabharwal/status/2021825317065961954) 2026-02-12T05:54Z 126.5K followers, 15.4K engagements "Every new rally in the #StockMarkets starts as a relief rally & Later builds into a new Bull Move" [X Link](https://x.com/sandipsabharwal/status/1881268898718417059) 2025-01-20T09:13Z 126.5K followers, 27.6K engagements "#OlaElectric last [--] years Cash from Operating Activity in Rs Crores [----] [----] [-----] [----] [-----] The current year could be another Negative Rs 1500-2000 Cr. But for the IPO the company could have been in NCLT" [X Link](https://x.com/sandipsabharwal/status/2022350435563246040) 2026-02-13T16:41Z 126.5K followers, 40.5K engagements "Feels great to be felicitated by SBI Chairman Mr. Khara for my contribution towards the growth of @SBIMF during my stint as Head of Equities many years back. Thank you @dpsingh_sbimf for the recognition. It was a great tenure at SBI Mutual Fund of nearly [--] years" [X Link](https://x.com/anyuser/status/1828297300516487489) 2024-08-27T05:03Z 126.5K followers, 729.3K engagements "While most are bearish on Auto Stocks in general & Their ownership among institutional investors especially MF's(where portfolios are publicly available) is very low I have rarely seen such a perfect Inverted Head and Shoulder Pattern. Its the Nifty Auto Index Looks very bullish" [X Link](https://x.com/sandipsabharwal/status/1955546837034668106) 2025-08-13T08:27Z 126.5K followers, 57.8K engagements "Its very tough to figure out the tops of Bubble moves. However when we such such moves building up its better to be on the sidelines The urge among Retail Investors and Traders to get into Silver in any form is so crazy that it clearly reflects formation of a massive bubble Be very careful The urge among Retail Investors and Traders to get into Silver in any form is so crazy that it clearly reflects formation of a massive bubble Be very careful" [X Link](https://x.com/sandipsabharwal/status/2018200127006298114) 2026-02-02T05:49Z 126.5K followers, [----] engagements "#FractalAnalytics Retail Investors (own money) Undersubscribed HNI Investors (own money) Undersubscribed Institutional Investors (Someone else's money) Oversubscribed #AyeFinance Retail Investors (own money) Undersubscribed HNI Investors (own money) Hardly Subscribed Institutional Investors (Someone else's money) Fully Subscribed When will this game of bailing out absurdly valued IPOs stop https://twitter.com/i/web/status/2021553957437325566 https://twitter.com/i/web/status/2021553957437325566" [X Link](https://x.com/sandipsabharwal/status/2021553957437325566) 2026-02-11T11:56Z 126.5K followers, 29.8K engagements "If @RBI implements the Misselling curbs strongly Then the most affected bank will be #HDFCBank There is too much of do anything for fee income in that bank" [X Link](https://x.com/sandipsabharwal/status/2021795695473373603) 2026-02-12T03:57Z 126.5K followers, 23.6K engagements "Stock Markets are estimating the disruption in IT Services to be much greater than what the company managements are indicating Tough to say who is right at this stage" [X Link](https://x.com/sandipsabharwal/status/2021798300123566533) 2026-02-12T04:07Z 126.5K followers, 33.4K engagements "I always advise against investing in sectoral funds People got into Defense related funds and PMS products at the peak and then saw sharp selloffs Same is happening in IT now Its always best to invest in diversified stratigies where the Fund Manager has the ability to shift between sectors" [X Link](https://x.com/sandipsabharwal/status/2021886879919137198) 2026-02-12T09:59Z 126.5K followers, 21.9K engagements "While many remain concerned on Corporate Profit growth in India the picture in #China is quite dire [----] -2.3% [----] -3.3% [----] +0.6% CAGR negative On the other hand the CAGR of earnings of Indian Corporates in the same time period has been a CAGR of 14% plus Comparing valuations without taking into account earnings growth makes little sense https://twitter.com/i/web/status/2022190488670154916 https://twitter.com/i/web/status/2022190488670154916" [X Link](https://x.com/sandipsabharwal/status/2022190488670154916) 2026-02-13T06:05Z 126.5K followers, 15.7K engagements "#OlaElectric going the #MTNL way Losses more than revenue #OlaElectric Q3 results Loss At [---] Cr Vs Loss Of [---] Cr (YoY) Revenue Down 55% At [---] Cr Vs [----] Cr (YoY) What a company" [X Link](https://x.com/sandipsabharwal/status/2022285374593413574) 2026-02-13T12:23Z 126.5K followers, 19.1K engagements "#Ola promoter knew what was coming out in the results So he dumped Rs [---] Crores of his holding (ostensibly to pay off some promoter loan) on to Mutual Funds between 16th to 18th of December Congratulations to all the fund managers who bought" [X Link](https://x.com/sandipsabharwal/status/2022324164586274880) 2026-02-13T14:57Z 126.5K followers, 82.8K engagements "The other possibility is that "Worst is over" punters will jump in and take the stock up. Has happened in #VodafoneIdea several times @AnshulGarg1986 @sandipsabharwal A Lower circuit on the stock is coming soon as well :d @AnshulGarg1986 @sandipsabharwal A Lower circuit on the stock is coming soon as well :d" [X Link](https://x.com/sandipsabharwal/status/2022525087552094386) 2026-02-14T04:15Z 126.5K followers, 13.9K engagements "US [--] Yr bond yields ended friday at 4.05% Its trending towards the [--] week low yields This combined with weakness in the US Dollar Index is bullish for Emerging Markets in general. Only question is whether India will participate this time" [X Link](https://x.com/sandipsabharwal/status/2022682636347674804) 2026-02-14T14:41Z 126.5K followers, [----] engagements "Yes although I don't track MFs much #HDFCMF funds are more consistent #PPFAS is hyped up by an army of Social Media and Offline "Experts". Now almost last ranked on [--] Yr basis and losing ground on [--] Yr slowly HDFC Flexi Cap is managing almost 1L Crore AUM 2nd Largest after PPFAS Flexi Cap Outperforming PPFAS also in 3-5 Year Period Prashant Jain was managing this Fund earlier #HDFC #MutualFunds HDFC Flexi Cap is managing almost 1L Crore AUM 2nd Largest after PPFAS Flexi Cap Outperforming PPFAS also in 3-5 Year Period Prashant Jain was managing this Fund earlier #HDFC #MutualFunds" [X Link](https://x.com/sandipsabharwal/status/2022871170572521887) 2026-02-15T03:10Z 126.5K followers, 14.8K engagements "You should be ashamed putting out this tweet Shameless Anti India Propagandist HUGE global embarrassment for @narendramodi government. Nikhil Gupta pleads guilty to working with an Indian government employee to murder Gurpatwant Singh Pannun on US soil in New York. Are encounter killings now being exported from Gujarat to New York Vishwaguru indeed. HUGE global embarrassment for @narendramodi government. Nikhil Gupta pleads guilty to working with an Indian government employee to murder Gurpatwant Singh Pannun on US soil in New York. Are encounter killings now being exported from Gujarat to" [X Link](https://x.com/sandipsabharwal/status/2022874567707144650) 2026-02-15T03:24Z 126.5K followers, [----] engagements "Signs of decline have been visible for many quarters now They need a full fledged bear market to come back as cash has been near 75% for years now Lets hope for the best as it's the most "Sold" MF scheme by Advisers and Distributors @sandipsabharwal PPFAS always performs on a longer term horizon. It has for me. Let's watch though. HDFC mid cap has done great for me too @sandipsabharwal PPFAS always performs on a longer term horizon. It has for me. Let's watch though. HDFC mid cap has done great for me too" [X Link](https://x.com/sandipsabharwal/status/2022881747785183560) 2026-02-15T03:52Z 126.5K followers, [----] engagements "INDIAN STOCKS SET TO MOVE HIGHER Opportunities to BUY Cheap still exist RESEARCH ANALYST SERVICES Long Term- [--] Strategies Short Term Momentum Strategy Trading Strategies Combo Plans combining strategies with discount WhatsApp [----------] http://asksandipsabharwal.com http://asksandipsabharwal.com" [X Link](https://x.com/sandipsabharwal/status/2021189040213729462) 2026-02-10T11:46Z 126.5K followers, [----] engagements "Jia tarhan Technology Stocks gir rahe hain Lagta hai #FractalAnalytics [--] percent neeche hi khulega" [X Link](https://x.com/sandipsabharwal/status/2021997275082535416) 2026-02-12T17:18Z 126.5K followers, 10.8K engagements "Too much is being made of the new @RBI circular on MTF funding Loan against shares etc These are prudential and reasonable guidelines which will protect Banks at a time of deep equity market stress. No need to be negative on these" [X Link](https://x.com/sandipsabharwal/status/2022885041240707098) 2026-02-15T04:05Z 126.5K followers, [----] engagements "Equity funds globally suffered their second-largest weekly outflows ever this week with $29.7 billion pulled out of risky assets EPFR data shows. EM Funds lost $ [--] bn in June Investors are panicking. Next couple of weeks could see clear contrarian buy signals emerge" [X Link](https://x.com/sandipsabharwal/status/1012651988285194240) 2018-06-29T11:00Z 125.9K followers, [---] engagements "The Withdrawal of #GSP benefits by the USA from India is being blown out of proportion by the "Media Experts" It impacts just $6 bn of exports & benefits were only $ [---] mn. Easily replaceable by export incentives. It has ZERO impact on the Economy" [X Link](https://x.com/sandipsabharwal/status/1135005081303113728) 2019-06-02T02:07Z 126.1K followers, [---] engagements "Sovereign Bond borrowing should be unhedged. The Sovereign can take that risk. We have $430billion of reserves. It should be unhedged borrowing. Preference to Sovereign funds and Pension Funds who will hold till maturity. @nsitharamanoffc @PMOIndia" [X Link](https://x.com/sandipsabharwal/status/1157177395276685313) 2019-08-02T06:32Z 125.1K followers, [--] engagements "First Chink in the Armour seen in @HDFC_Bank results. Gross and Net NPAs rise more than their usual trend. They also have a substantial Telecom Exposure. Leadership change also on the Anvil. Might enter a phase of subdued performance" [X Link](https://x.com/sandipsabharwal/status/1218478567945854976) 2020-01-18T10:21Z 125.9K followers, [---] engagements "It is madness what is happening in #Dmart Its not a business that can grow at a rate justifying a [---] P/E as its a linear growth business. No valuation model can justify such prices" [X Link](https://x.com/sandipsabharwal/status/1226804823737061377) 2020-02-10T09:47Z 125.9K followers, [---] engagements "Rapid Antibody Tests have a high failure rate all over the world with limited credibility. India shouldn't waste money on them. Very few credible tests. Moreover Antibodies are more much after recovery as they take time to form" [X Link](https://x.com/sandipsabharwal/status/1255060004907872256) 2020-04-28T09:03Z 125.7K followers, [--] engagements "USA GDP for [----] is estimated to be $ [----] Trillion The National Debt is expected to reach $26 Trillion this year Taking it to a Debt to GDP of 127% The highest Debt to GDP in history was 122% after WW2" [X Link](https://x.com/sandipsabharwal/status/1268938315878760452) 2020-06-05T16:10Z 125.2K followers, [---] engagements "V Shaped recovery explained When you fall into a Valley and start climbing up its always V Shaped.Initially the climb looks easy and the movement is fast however soon the speed reduces & effort to climb further increases & rest is required The fall is easy the climb up tougher" [X Link](https://x.com/sandipsabharwal/status/1272904422910296064) 2020-06-16T14:50Z 125.7K followers, [---] engagements "#AvenueSupermarts #Dmart Market Capitalization crosses Rs [------] Crores FY [----] expected profits Rs [----] Cr FY [----] expected profits Rs [----] Cr So 100X PE on [--] yrs forward expected earnings of most optimistic analyst. These valuations are now much beyond [----] tech boom valns" [X Link](https://x.com/sandipsabharwal/status/1448203085759668231) 2021-10-13T08:24Z 125.6K followers, [---] engagements "Almost year back the promoters wanted to delist #Vedanta at Rs [----]. Today its Rs [---] Good thing institutions held their ground and did not offer the shares. Stock is riding the commodity wave however minority shareholders cannot hold shares of Anti Minority promoters long term" [X Link](https://x.com/sandipsabharwal/status/1449973131230121985) 2021-10-18T05:38Z 125.6K followers, [---] engagements "You are playing with fire as are many other punters. Best of luck to you It was expensive at Rs [----] itself. @sandipsabharwal Irctc fell after 3:00 pm I bought @15 lower circuit. Closing Will be avg of last half an hour. I now with gain of 9%. No tomorrow it fells [--] also no loss for me @sandipsabharwal Irctc fell after 3:00 pm I bought @15 lower circuit. Closing Will be avg of last half an hour. I now with gain of 9%. No tomorrow it fells [--] also no loss for me" [X Link](https://x.com/sandipsabharwal/status/1450403766012841984) 2021-10-19T10:09Z 125.7K followers, [--] engagements "Some punters who think they are great investors are promoting Asian Paints on Social Media today. They would have seen this I guess. At 105X PE a huge premium is for corporate governance. If that comes under question then stock has downside risks" [X Link](https://x.com/sandipsabharwal/status/1451861343561142275) 2021-10-23T10:41Z 125.8K followers, [---] engagements "Remember $ [---] billion has gone into Global Equity funds this year It's more than total of the last [--] years As such even a 10% outflow can create a huge disruption in global equity markets" [X Link](https://x.com/sandipsabharwal/status/1464966805181452290) 2021-11-28T14:37Z 125.2K followers, [---] engagements "A huge number of clients send me the portfolios they have built themselves One stock I have seen that almost everyone has is #DeepakNitrite. Will be interesting to see how it performs as its a huge consensus bet these days" [X Link](https://x.com/sandipsabharwal/status/1466068007541559301) 2021-12-01T15:33Z 125.7K followers, [---] engagements "HDFC Life & #HDFCAMC near [--] week lows #HDFCBank up just around 5% over the last one year A group widely & heavily owned by many has underperformed significantly" [X Link](https://x.com/sandipsabharwal/status/1468811646990573568) 2021-12-09T05:16Z 125.8K followers, [---] engagements "This will be a year of profit making companies Stories that propose to make profits in 5-10 years will fall 20-90%" [X Link](https://x.com/sandipsabharwal/status/1479026802563502084) 2022-01-06T09:47Z 125.6K followers, [---] engagements "#AvenueSupermarts #Dmart trend sales down to 20-25% Margins like to dilute going forward as it opens more new stores Stock needs to fall 40-60% to come into any kind of value zone" [X Link](https://x.com/sandipsabharwal/status/1479751301420384256) 2022-01-08T09:46Z 125.2K followers, [---] engagements "It's actually not. Most people do not understand this statement It's only relevant for trading with leverage where you can lose all the money betting against something using derivatives. In case of investing you just avoid buying what you don't like. @sandipsabharwal Classic example of "Mkt may remain irrational longer than one remain solvent" @sandipsabharwal Classic example of "Mkt may remain irrational longer than one remain solvent"" [X Link](https://x.com/sandipsabharwal/status/1479762925392777216) 2022-01-08T10:32Z 125.4K followers, [--] engagements "Wow [--] year bond yield now at 7.29% This is what happens when Central Banks fall below the curve" [X Link](https://x.com/sandipsabharwal/status/1514104448200548352) 2022-04-13T04:53Z 125.7K followers, [---] engagements "Are Indian #MutualFund #SIP investors their own enemies Concept of SIP isinvestment gets averaged out over market highs & lows and ultimately decent money is made However huge SIP Flow's are not letting the markets correct in line with global cues thus reducing future returns" [X Link](https://x.com/sandipsabharwal/status/1518470002382307328) 2022-04-25T06:00Z 125.7K followers, [---] engagements "Whirlpool USA stock is trading at a Price to Earning ratio of 7X Dividend yield 4% Indian Consumer Durable stocks are trading at 70-80X Dividend Yield 0.5%" [X Link](https://x.com/sandipsabharwal/status/1518868330165067777) 2022-04-26T08:23Z 125.2K followers, [---] engagements "After a fall from Rs [----] levels to Rs [----] #Dixon trades at a PE 65X current year earningsassuming that extremely rosy projections of most analysts are met Remember its just a contract manufacturing company where most of the profits flow from PLI benefits PE should by max 15X" [X Link](https://x.com/sandipsabharwal/status/1521031349821341696) 2022-05-02T07:38Z 125.4K followers, [---] engagements "One A group went down a decade back due to rampant over investment playing the stock markets and building huge debt in an interest rate upcycle Another A group seems to be going the same way with no cash flows across businesses just excessive investments all across" [X Link](https://x.com/sandipsabharwal/status/1525849239611314176) 2022-05-15T14:43Z 125.6K followers, [---] engagements "One key takeaway from #UnitedSpirits Concall is that volume growth targets are just around 3-5% If that is the case then valuations are too high" [X Link](https://x.com/sandipsabharwal/status/1552268407331885062) 2022-07-27T12:23Z 125.1K followers, [---] engagements "#Delhivery keeps up the reputation of Loss Leadership companies Sales grow from Rs [----] to Rs [----] Cr Losses increase to only Rs [---] Cr from Rs [---] Cr Stock should be limit up tomorrow" [X Link](https://x.com/sandipsabharwal/status/1556876364409581568) 2022-08-09T05:33Z 125.8K followers, [---] engagements "The #StockMarket is a strange place Everyone wants reasons when stocks fall None asks for reasons when stocks rise" [X Link](https://x.com/sandipsabharwal/status/1572163930029686788) 2022-09-20T10:01Z 125.6K followers, [---] engagements "As a rule When a Co reports results which are in complete contrast to rest of the Sector We should question it #Polycab margin performance tough to understand. Havells market leader saw a complete collapse of margins this quarter. Havells product profile is also higher margin" [X Link](https://x.com/sandipsabharwal/status/1582741934556483584) 2022-10-19T14:34Z 125.8K followers, [---] engagements "45 Punter Mutual Fund schemes hold #Delhivery shares. I am sure their fund managers have no idea why they themselves hold except for trying to ride momentum" [X Link](https://x.com/sandipsabharwal/status/1583390441348571136) 2022-10-21T09:31Z 125.9K followers, [---] engagements "#Astral Ltd Another PMS favourite Just a Pipes/Fittings Co whose valuations were ramped upto 150X PE Ratio by Fund Managers valuing cyclical earning uptick at growth valuations Profits halved this quarter Stock at 125X PE current year earnings Valuation adjustments can be brutal" [X Link](https://x.com/sandipsabharwal/status/1591260490961137664) 2022-11-12T02:43Z 124.9K followers, [---] engagements "#TitanIndustries growth slows down significantly to 12% Year on Year in the peak festival quarter despite a strong wedding season. One of the last few #BAAP stocks standing. Needs earnings growth of 35% kinds to sustain current valuations. Lets see" [X Link](https://x.com/sandipsabharwal/status/1611375837751963648) 2023-01-06T14:55Z 125.8K followers, 39.1K engagements "#MOAT is over emphasised #Valuations are under emphasised When valuations are low enough then no MOAT is required. When valuations ar high enough no MOAT works" [X Link](https://x.com/sandipsabharwal/status/1612025034176073728) 2023-01-08T09:54Z 125.7K followers, 20.5K engagements "#HDFCBank doesn't rise despite good results Main reason is the impending merger Its tough to increase CASA market share further On top of that there will be SLRCRR requirements on the expanded balance sheet Net Interest Margins could fall for the first two years" [X Link](https://x.com/sandipsabharwal/status/1614891529860153347) 2023-01-16T07:45Z 125.9K followers, 45.9K engagements "#KotakBank is a prime example of how high valuations adjust Almost the same levels as the peak hit in Dec [----]. With ups downs and volatility stock has been effectively sideways for [--] years (remove the covid crash) while earnings have grown Consolidation might end in 2023/2024" [X Link](https://x.com/sandipsabharwal/status/1615952923271495680) 2023-01-19T06:02Z 125.5K followers, 24.7K engagements "Anchor Investors have put Rs [----] Crores into the #AdaniEnterprises FPO at Rs [----] Stock is now at Rs [----] Good time for them to buy more from the open market as the Anchor book was oversubscribed" [X Link](https://x.com/sandipsabharwal/status/1619149591286521857) 2023-01-28T01:45Z 125.8K followers, 102.6K engagements "Many companies are still reporting good results and getting rewarded Their upside has been limited due to the current market panic As market settle These companies will do very well" [X Link](https://x.com/sandipsabharwal/status/1619980445260857344) 2023-01-30T08:46Z 125.9K followers, 52.2K engagements "#Titan results were below expectations as margins got squeezed and profits fell Management as usual was excessively bullish on the conference call Value could emerge around the [--] week lows of Rs 1800-1900" [X Link](https://x.com/sandipsabharwal/status/1621178875228344321) 2023-02-02T16:08Z 125.7K followers, 24.8K engagements "So someone finally finds value in #AdaniEnterprises at around Rs [----] levels Interesting. Might be some of those "Anchors" who wanted to buy at Rs [----] plus" [X Link](https://x.com/sandipsabharwal/status/1621381783286849537) 2023-02-03T05:35Z 125.7K followers, 50.4K engagements "#Astral profits fall 30%. [--] Month EPS [----] Full year expected to be [----] Stock Price [----] PE 120X For a pipe company. Really Long period of negative to no returns ahead. #Astral Ltd Another PMS favourite Just a Pipes/Fittings Co whose valuations were ramped upto 150X PE Ratio by Fund Managers valuing cyclical earning uptick at growth valuations Profits halved this quarter Stock at 125X PE current year earnings Valuation adjustments can be brutal #Astral Ltd Another PMS favourite Just a Pipes/Fittings Co whose valuations were ramped upto 150X PE Ratio by Fund Managers valuing cyclical earning" [X Link](https://x.com/sandipsabharwal/status/1622945489082810370) 2023-02-07T13:08Z 124.9K followers, 69.4K engagements "Reported profits have less relevance for banks #AxisBank reported profits were somewhat lower but PCR is at 81% NII's strong Net NPA's just 0.39% at Rs [----] Cr they carry excess contingency provisions of Rs [-----] Crores High CASA depositsstrong growth Stock rerating imminent" [X Link](https://x.com/sandipsabharwal/status/1651625321538686976) 2023-04-27T16:32Z 125.3K followers, 25K engagements "Buying on "Dips" is a good strategy As long as you "BUY" when the dip comes. On a dip if you keep on waiting for lower and lower levels then you are always waiting" [X Link](https://x.com/sandipsabharwal/status/1663444955287912448) 2023-05-30T07:19Z 125.8K followers, 14.7K engagements "#HCLTech management is irrationally bullish after delivering dismal results Don't go by what they say but go by what they actually do. Do your own analysis and don't eat out of the managements hands" [X Link](https://x.com/sandipsabharwal/status/1679327608495030273) 2023-07-13T03:11Z 125.8K followers, 21K engagements "Contrarian Investing is completely misunderstood I pioneered concept of Contra Investing when I launched the SBI Contra Fund in #SBIMutualFund Contra investing is not blindly buying whatever is down Its buying underowned stocks where upside triggers are being ignored by markets" [X Link](https://x.com/sandipsabharwal/status/1682290615978172416) 2023-07-21T07:25Z 125.8K followers, 54.7K engagements "#TCS has reported a decline in USD revenue after [--] consecutive quarters of QoQ growth. This reflects the huge growth challenges facing the industry. The third quarter with less number of working days is always challenging The TCV ( proxy for order booking) in case of IT companies is very misleading as many projects are for 3-7 years & many projects get deferred. https://twitter.com/i/web/status/1712082300245327910 https://twitter.com/i/web/status/1712082300245327910" [X Link](https://x.com/sandipsabharwal/status/1712082300245327910) 2023-10-11T12:26Z 125.8K followers, 90K engagements "#Infosys further reduces growth guidance as slowdown bites Sharp headcount reductions as anticipated growth did not fructify nearly 2.5% employee reduction in one quarter Margins increased due to deferred wage hikes Looks like things could significantly deteriorate before they improve" [X Link](https://x.com/sandipsabharwal/status/1712431897182339268) 2023-10-12T11:35Z 125.4K followers, 65K engagements "Its very tough to understand the logic why #BajajFinance is doing a QIP at this stage Its Capital Adequacy is 23% plus which is among the highest among financial stocks The only logic is that the management thinks that the high stock price offers an opportunity" [X Link](https://x.com/sandipsabharwal/status/1714504798903603270) 2023-10-18T04:52Z 125.7K followers, 38.5K engagements "Many say You don't put your stock picks on Social Media "Like Others" So we don't know what we are investing into I prefer it that way. It is not my job to promote stocks we invest into on #socialmedia My clients know what we have invested into and its better our stocks perform silently" [X Link](https://x.com/sandipsabharwal/status/1726876261618946447) 2023-11-21T08:12Z 124.9K followers, 19.5K engagements "#Mankind Pharma existing shareholders to sell a massive Rs [----] Cr plus of shares tomorrow This has become a regular feature. IPOs list are ramped up and at the end of Lockin period there are massive sales by Pre IPO investors" [X Link](https://x.com/sandipsabharwal/status/1734253194933682274) 2023-12-11T16:45Z 125.8K followers, 23.5K engagements "Consumer Price Inflation can fall by [---] to 1% if the government allows free pricing of fuel which will bring down Diesel and Petrol prices by Rs 8-10 per litre. Many costs including logistics costs are linked to fuel prices. India consumes [----] Crore litres of Diesel and [----] Crore litres every year. A Rs [--] decline in fuel prices is an indirect fiscal boost of nearly Rs 125000-135000 Crores. It can trigger demand for consumer goods which has been subdued for a long time now @narendramodi @nsitharaman" [X Link](https://x.com/sandipsabharwal/status/1744387606845223182) 2024-01-08T15:56Z 125.9K followers, 64.2K engagements "Unexciting results from #Infosys on most parameters New deal signings collapsed from $7.7 Bn last year to $ [---] Bn this quarter Indicates slowing growth. No triggers for the stock at this stage" [X Link](https://x.com/sandipsabharwal/status/1745398340169367730) 2024-01-11T10:52Z 125.7K followers, 51.9K engagements "Some large foreign funds seem to be really bailing out of #HDFCBANK ADR down another 8% after yesterdays 8% cut which also led to the local stock falling 8% For USD Investors ADR at the same level it was in [----] i.e. zero returns now for [--] years" [X Link](https://x.com/sandipsabharwal/status/1747647603549090166) 2024-01-17T15:50Z 125K followers, 91.6K engagements "The entire business model of #PaYTM comes under challenge In order to protect minority investors the Board of Directors should immediately replace the entire top management take corrective measures and approach RBI again for relief I never touched the stock as I always found everything they were doing very risky especially unbridled growth" [X Link](https://x.com/sandipsabharwal/status/1752904397087215943) 2024-02-01T03:59Z 125.5K followers, 99.1K engagements "#Gold has been a buy it shut it forget it like investment for Indians and created huge wealth for families over the years Many blind followers of #WarrenBuffet criticize gold investing. However it is a true reservoir of wealth Remember we are doing Rupee Investing and not USD investing and INR depreciation of 3-5% every year adds to our value of gold held In the current environment where debt across governments is high speculative activity is unprecedented and risks remain gold remains a good asset to hold and allocate as part of overall investment portfolio" [X Link](https://x.com/sandipsabharwal/status/1780121128125735103) 2024-04-16T06:28Z 125.5K followers, 60.5K engagements "Very strong results on most parameters from #AxisBank Profitability Asset Quality and growth Stock rerating upwards should continue" [X Link](https://x.com/sandipsabharwal/status/1783098755358785681) 2024-04-24T11:40Z 125.7K followers, 24.7K engagements "#Trent is an amazing company No effect of consumer slowdown on its operations Huge increase in margins Blowout results quarter after quarter PS I don't own the stock and it never gives any entry to those on the sidelines" [X Link](https://x.com/sandipsabharwal/status/1784935183889903834) 2024-04-29T13:18Z 125.2K followers, 34.2K engagements "Foolish analysis Third quarter is always the biggest and best for consumer companies in India Don't understand don't analyse Every company is not an IT Company" [X Link](https://x.com/sandipsabharwal/status/1784939074861838847) 2024-04-29T13:33Z 125K followers, [----] engagements "I am buyer in #KotakMahindraBank around [----] levels Finally its a strong franchise and has an excellent asset quality Most negatives are largely factored in at this point of time. Hopefully momentum will take it down a bit further" [X Link](https://x.com/sandipsabharwal/status/1785967703884538203) 2024-05-02T09:40Z 125.8K followers, 70.4K engagements "Since most rates are now Repo linked and Repo rates are unlikely to come down anytime soon and liquidity remains tight Rally in Government Bonds will actually squeeze margins for banks further rather than improve their profitability However this will keep a lid on Corporate Bond yields and overall bullish for economic growth It benefits other rate sensitives more than banks" [X Link](https://x.com/sandipsabharwal/status/1793508960450072790) 2024-05-23T05:07Z 125.7K followers, 13.1K engagements "Random Thought When I look at #Orry I feel He is like #Bitcoin Which has zero value But is highly valued" [X Link](https://x.com/sandipsabharwal/status/1810028708696056085) 2024-07-07T19:10Z 124.9K followers, 32.5K engagements "Strong results from #IciciBank Especially in the context of Bank results till date Outperformance on most parameters like Net Interest Income Pre Provision Operating Profits as well as Asset Quality" [X Link](https://x.com/sandipsabharwal/status/1817151665788575755) 2024-07-27T10:54Z 125.3K followers, 33.1K engagements "Why are Japanese Markets falling so much Well many of the Japanese Companies are big exporters and profits are likely to completely collapse due to the 12% appreciation of the Japanese Yen Japanese Markets down 12% Korean Markets down 10% in sympathy. This is a fall like Covid or the Financial Crisis However there is no financial crisis so in a few days/weeks we will get excellent buying opportunities" [X Link](https://x.com/sandipsabharwal/status/1820338714301849780) 2024-08-05T05:59Z 125.3K followers, 85.7K engagements "Some brokerage came out with a report on Vodafone Idea predicting a price of Rs [---] Intrinsic value of the stock is zero as it is unlikely to ever make profits As such anything is possible" [X Link](https://x.com/sandipsabharwal/status/1831937689186402681) 2024-09-06T06:09Z 125.5K followers, 17.8K engagements "The valuations at which #BajajHousingFinance is looking to list Many NBFCs should double or triple to catch up Remember Housing Finance is a low margin business even though low risk due to secured lending Many listed NBFCs with a better margin and ROA profile are much cheaper" [X Link](https://x.com/sandipsabharwal/status/1834839481607766026) 2024-09-14T06:19Z 125.7K followers, 57.1K engagements "Vodafone Idea FPO came at Rs [--] per share Punters pulled up the shares to Rs [----] Stock is now at Rs [----] It's tough to see this company ever making profits. So what should be the fair value" [X Link](https://x.com/sandipsabharwal/status/1837805308938215898) 2024-09-22T10:45Z 125.5K followers, 83.3K engagements "#Swiggy is looking at an #IPO valuation of Rs [-----] Crores It is currently making a loss of Rs [----] Crores a year Which year will it make a Rs [----] Crores profit Even on that years earnings (which is many years away) it will trade at 40X Price to Earnings Given the frenzy the IPO will sail through for sure however challenges remain https://twitter.com/i/web/status/1840047570854236603 https://twitter.com/i/web/status/1840047570854236603" [X Link](https://x.com/sandipsabharwal/status/1840047570854236603) 2024-09-28T15:15Z 125.8K followers, 73.1K engagements "The first leg of Indian Stock Market underperformance started with the money shift towards China It is now getting accelerated with a slowing economy and continued apathy of the government towards providing any fiscal stimulus to support growth or the RBI to ease monetary policy" [X Link](https://x.com/sandipsabharwal/status/1847125055693881439) 2024-10-18T03:58Z 125.9K followers, 47.8K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@sandipsabharwal sandip sabharwal
sandip sabharwal posts on X about india, stocks, inflation, money the most. They currently have [----------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -49%
- [--] Month [---------] +56%
- [--] Months [----------] -7.60%
- [--] Year [----------] -17%
Mentions: [--] #
- [--] Month [---] +34%
- [--] Months [---] +1.50%
- [--] Year [---] -0.41%
Followers: [----------] #
- [--] Week [-------] +0.11%
- [--] Month [-------] +0.52%
- [--] Months [-------] +2.80%
- [--] Year [-------] +6.80%
CreatorRank: [-------] #
Social Influence
Social category influence finance countries currencies technology brands stocks social networks travel destinations cryptocurrencies luxury brands celebrities
Social topic influence india #5444, stocks #3781, inflation, money #5205, whatsapp, ipo #29, china #4770, gdp, investment, rates
Top accounts mentioned or mentioned by @finminindia @pmoindia @nsitharaman @narendramodi @rbi @sebiindia @etnowlive @hardeepspuri @bjp4india @mybmc @devfadnavis @nseindia @piyushgoyal @federalreserve @amitshah @grok @suhanisabharwal @incindia @airindia @shriyel
Top assets mentioned Rally (RLY) Morgan Stanley (MS) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"Amidst all the talk of Russian Oil purchases Remember We the citizens have benefited Zilch Fuel prices are the same when they were when Crude was $ [--] plus"
X Link 2025-08-02T03:25Z 126.2K followers, 41.6K engagements
"While Social Media Punter Experts were scaring Retail Investors and asking them to wait for #Nifty at [-----] #Nifty moves to a new [--] week high"
X Link 2025-10-17T06:56Z 126.2K followers, 10.8K engagements
"Sometimes "Social Media Experts" are worried when VIX spikes higher Nowadays they are worried as VIX is at very low levels No need to be excessively worried. Its just because equity market volumes have moved down and speculation has shifted to Gold Silver Copper etc"
X Link 2025-12-28T13:10Z 126.2K followers, [----] engagements
"New high #Nifty Congratulations all Bears. Without your short positions this would never have happened. [----] outlook remains constructive"
X Link 2026-01-02T09:41Z 126.2K followers, 13.4K engagements
"Arre bhaiya Forex Reserves already include Gold Reserves. Improve knowledge then comment @sandipsabharwal Have you seen that at the same time Gold reserve is incresed at different level so keep confidence in Govt and #rbi they know better then us @sandipsabharwal Have you seen that at the same time Gold reserve is incresed at different level so keep confidence in Govt and #rbi they know better then us"
X Link 2026-01-11T05:36Z 126.1K followers, 17.4K engagements
"One easy solution to address capital outflows and INR depreciation is to make LTCG 7.5% Foreign outflows will reverse INR depreciation will reverse Liquidity will improve and monetary policy will fully play out Revenue loss will be marginal However @FinMinIndia is sleeping so our expectations should be zero https://twitter.com/i/web/status/2014626005927813417 https://twitter.com/i/web/status/2014626005927813417"
X Link 2026-01-23T09:07Z 126.2K followers, 49.7K engagements
"The Morgan Stanley Emerging Markets Index is at an all time high Since the September [----] peak it has outperformed the Nifty (USD Nifty) by 40% an amazing record rarely seen ever MSCIEF is up more than 25% while Nifty is down 15% (USD denominated both indices) @PMOIndia @FinMinIndia need more measures other than giving PLI benefits to select corporates ( and cash distribution freebies) https://twitter.com/i/web/status/2014640104640545260 https://twitter.com/i/web/status/2014640104640545260"
X Link 2026-01-23T10:03Z 126.2K followers, 15.6K engagements
"BREAKING NEWS #UnionBudget2026 to announce [--] new trains for #WestBengal and #TamilNadu"
X Link 2026-01-23T12:14Z 126.1K followers, 72.5K engagements
"One more day of Rs [----] Crores plus Sale by FPI's January sales have reached almost $ [--] Billion It's a massive selloff. Why is the Government unbothered about the lack of confidence of foreign investors @FinMinIndia @PMOIndia @narendramodi"
X Link 2026-01-23T15:25Z 126.2K followers, 50.1K engagements
"This comment is completely fallacious Checkout inflows into some other countries like South Korea Emerging Market Index is at all time highs. Money is moving out only from India to the USA First research @sandipsabharwal @FinMinIndia @PMOIndia @narendramodi Sir you know way better but what I know is large FPI selling does NOT automatically mean loss of confidence in India. Most of the current selling is driven by global macro factors and not India-specific issues. US bond yields staying high i.e. money moving back to US treasuries. @sandipsabharwal @FinMinIndia @PMOIndia @narendramodi Sir you"
X Link 2026-01-23T15:36Z 126.2K followers, 14.3K engagements
"No takers for the 10% slots vacated by #Indigo as I had predicted It's not easy to get aircraft set up crew and routes so fast Moreover all other airlines besides Indigo are in losses It's best for consumers interest that the Government reinstates the slots of Indigo as long as they are satisfying the new #DGCI norms https://twitter.com/i/web/status/2014960283874427250 https://twitter.com/i/web/status/2014960283874427250"
X Link 2026-01-24T07:15Z 126.1K followers, 44.4K engagements
"This was just a Pun It's a standard feature announcing things for states going to polls Too many taking it seriously. BREAKING NEWS #UnionBudget2026 to announce [--] new trains for #WestBengal and #TamilNadu. BREAKING NEWS #UnionBudget2026 to announce [--] new trains for #WestBengal and #TamilNadu"
X Link 2026-01-24T09:08Z 126.1K followers, 10.3K engagements
"Gradual loss is a continuous loss @sandipsabharwal Banking hours wont reduce with a 5-day work week. There is no continuous loss of business in absolute terms for PSU banks their business is still growing. Whats happening is a gradual loss of market share not deposits vanishing. This shift is driven by service quality @sandipsabharwal Banking hours wont reduce with a 5-day work week. There is no continuous loss of business in absolute terms for PSU banks their business is still growing. Whats happening is a gradual loss of market share not deposits vanishing. This shift is driven by service"
X Link 2026-01-25T09:49Z 126.1K followers, [----] engagements
"It does not @kmarkri @sandipsabharwal How npa affects deposit @kmarkri @sandipsabharwal How npa affects deposit"
X Link 2026-01-25T14:50Z 126.1K followers, [----] engagements
"Saw #Border2 It stands out for its emotional depth and grounded storytelling. It portrays the realities of battle with authenticity focusing on human courage and sacrifice rather than exaggerated superhuman heroics. A refreshing and impactful watch. Jai Hind and Best Wishes on #RepublicDayIndia https://twitter.com/i/web/status/2015622111541534777 https://twitter.com/i/web/status/2015622111541534777"
X Link 2026-01-26T03:05Z 126.1K followers, 17.2K engagements
"The Finance Minister does exist @nsitharaman detected at the #RepublicDay2026 parade"
X Link 2026-01-26T05:54Z 126.1K followers, 22.8K engagements
"Joker alert @sandipsabharwal @nsitharaman Wow some correction in market and bhakts are changing sides @sandipsabharwal @nsitharaman Wow some correction in market and bhakts are changing sides"
X Link 2026-01-26T08:46Z 126.1K followers, [----] engagements
"Strong results by #AxisBank Good across most parameters The best thing about banking sector results is the excellent asset quality across all major banks"
X Link 2026-01-26T08:50Z 126.1K followers, 15.7K engagements
"Don't understand Don't comment @sandipsabharwal Slippages continue to move up. Disturbing. @sandipsabharwal Slippages continue to move up. Disturbing"
X Link 2026-01-26T09:24Z 126.1K followers, 10.6K engagements
"Banking Sector results reflect a pick up in Credit growth Cement company numbers reflect a sharp pickup in cement volumes in the December quarter Most consumer companies see a pick up in volume growth Overall economic activity seems to be picking up pace"
X Link 2026-01-27T02:04Z 126.1K followers, 13.2K engagements
"The @mybmc roads department has suddenly and crazily dug up huge number of roads including main arterial junctions. Digging is fast. Reconstruction takes months. First concrete roads are made taking few quarters and then dug up again in a few months. Subsequent repairs are mostly shoddy @Dev_Fadnavis"
X Link 2026-01-27T04:33Z 126.2K followers, 14.4K engagements
"Likely contents of the #Budget2026 speech [---] minutes of self praise [--] minutes of something substantive"
X Link 2026-01-27T06:03Z 126.2K followers, 32.4K engagements
"I am never frustrated. Once you are [--] years into the markets you know that there are cycles Frustrated are those who are [--] cycle old @sandipsabharwal Too much frustrated u have become.just wait it out maybe something gud also @sandipsabharwal Too much frustrated u have become.just wait it out maybe something gud also"
X Link 2026-01-27T06:07Z 126.1K followers, 16K engagements
"Good body language and spirit of respect in the #EUIndiaTrade deal press conference. It's a big economic bloc and good opportunity for companies in India across industries"
X Link 2026-01-27T08:31Z 126.1K followers, 11.2K engagements
"This is the madness of road construction in #Mumbai In so many places wide roads give way to two lane roads or narrow flyovers congesting the traffic. The basics of physics i.e. The narrowest portion decides the speed seems unknown to the random companies that are awarded projects https://twitter.com/i/web/status/2016341403488682063 https://twitter.com/i/web/status/2016341403488682063"
X Link 2026-01-28T02:43Z 126.2K followers, 16.9K engagements
"Nifty VS Emerging Market Index from January [----] till now Record underperformance. Never seen before in recent memory"
X Link 2026-01-28T05:04Z 126.2K followers, 12.2K engagements
"Rising Trade deficit and continued Foreign Fund Outflows are not only pressuring the Rupee which is at an all time low despite the US Dollar Index being at multiyear lows But more importantly as it sucks out domestic liquidity it is making the Monetary Policy less effective Trade Deficit Jan to June [----] avg $ [--] Billion July to Dec [----] avg $ [--] Billion @FinMinIndia Needs to take steps to reverse capital outflows @narendramodi @PMOIndia https://twitter.com/i/web/status/2016379930427490382 https://twitter.com/i/web/status/2016379930427490382"
X Link 2026-01-28T05:16Z 126.2K followers, 14.4K engagements
"December IIP grows at 7.8% November IIP revised upto 7.2% These are healthy numbers. #GST rate cuts and lower interest rates are giving fillip to economic growth as December growth is a [--] year high. @nsitharaman @FinMinIndia @PMOIndia time to push lower direct taxes also"
X Link 2026-01-28T11:39Z 126.2K followers, 10.9K engagements
"There is no major change in the borrowing program It's all to do with the high trade deficit and foreign fund outflows which are depleting the liquidity despite @RBI support Trade Deficit last year was $ [---] Billion combine that with FPI outflows of Rs [------] Crores. Even taking into account Net Services exports at $ [---] Billion it's a huge liquidity squeeze Pressure on the Indian fixed income markets is visible across segments - from benchmark government bond yields to overnight money market rates and bulk deposit rates. And the list of problems is long an expected [--] trillion rupee gross"
X Link 2026-01-29T01:24Z 126.2K followers, 16K engagements
"Sunday is usually for play and rest. This ones for stress. The Sun-Day is Scary-Day Budget Day: markets already breaking into a cold sweat given the reputation of the Finance Ministry"
X Link 2026-01-30T06:23Z 126.2K followers, 12.6K engagements
"Corporate Cheiftains have already written newspaper editorials giving 10/10 to the #UnionBudget2026"
X Link 2026-01-30T07:35Z 126.2K followers, [----] engagements
"I will be on @ETNOWlive tomorrow morning [----] AM for Pre Budget discussion & [----] PM for Post Budget Discussion"
X Link 2026-01-31T13:45Z 126.2K followers, [----] engagements
"#BajajFinance results reflect why it's premium over large banks should keep on reducing NII (Net Interest Income) growth lower than all large banks Deposit growth remains muted and small part of balance sheet Net NPAs are similar to lost large banks Valuations still twice or more"
X Link 2023-01-28T05:31Z 126.3K followers, 43.7K engagements
"Be very careful of Agrochemical Stocks Huge oversupply still exists globally with massive inventory that needs to be written down still Many Midcap Agrochemical companies have been rigged up via spreading Stories Evaluate properly then invest"
X Link 2024-02-05T05:46Z 126.3K followers, 45.4K engagements
"PLATINUM PLAN 10-14 Stock recommendations Mix of Smallcaps and Largecaps High potential stocks Value with growth approach Sustainably generating wealth for [--] years Regular updates recommendation notes Low Churn Fixed Annual Charge Whatsapp [----------] http://ASKSANDIPSABHARWAL.COM http://ASKSANDIPSABHARWAL.COM"
X Link 2024-03-06T06:53Z 126.3K followers, [----] engagements
"#OrklaIndia example of mispriced IPO of a decent company #UrbanCompany again high priced issue ramped up to suck in retail investors post listing now down 40% from post listing peak #Lenskart holding up but should crack sooner than later #Meesho again too expensive and offers no value Valuations across the IPO paradigm are too high. On the other hand broader markets of established listed companies are cheap now"
X Link 2025-12-15T04:01Z 126.4K followers, 40.3K engagements
"Rupee Depreciation now over the last one year 7% India's GDP growth is trending (nominal)8% So in USD terms we are at the same level as one year ago So much so for the $ [--] Trillion target that was supposed to be hit last year. Now it's more likely after 3-4 years"
X Link 2026-01-23T08:59Z 126.4K followers, 141.4K engagements
"So a [--] day weekend was not enough for PSU Bank Employees They go on strike on 27th January No wonder there is a continuous loss of business to the private sector banks especially deposits"
X Link 2026-01-25T09:17Z 126.2K followers, 41.7K engagements
"Talk on facts not random jargons March [----] PSU Banks [----] % of total scheduled commercial bank deposits March [----] [----] % Around 8% lost over just [--] years @sandipsabharwal Wrong information PSB is not loosing business to pvb in last [--] years infact PSB deposit growth rate is better than pvb in FY [--] and in mine months of current financial year. Please share your opinion on whether our demand is right or wrong and we are not on strike for rest we @sandipsabharwal Wrong information PSB is not loosing business to pvb in last [--] years infact PSB deposit growth rate is better than pvb in FY [--] and"
X Link 2026-01-25T12:46Z 126.2K followers, 17.6K engagements
"Indian exports to the USA pre tariffs were $ [--] Billion India exports to the EU are $ [--] Billion With an EU trade deal combined with the fact that INR has depreciated nearly 20% Vs the Euro over the last one year there is a huge opportunity to grow exports to the Eurozone"
X Link 2026-01-25T15:50Z 126.3K followers, 56.7K engagements
"Over the last one year US Dollar Index (now at a multiyear low) has fallen 11% INR has fallen 6% Vs the USD As such INR is down 17% against a basket of currencies. Financial stability concerns are growing as RBI is unable to control short term rates due to huge capital outflows @FinMinIndia needs to wake up @narendramodi @PMOIndia https://twitter.com/i/web/status/2016415030452093396 https://twitter.com/i/web/status/2016415030452093396"
X Link 2026-01-28T07:36Z 126.3K followers, 40K engagements
"First you need to understand why bond yields are rising and then comment @sandipsabharwal @nsitharaman @FinMinIndia @PMOIndia Don't think can afford to increase fiscal deficit now bond yields are puking across the curve. Any more tax relief without proportionate decrease in revenue or capital expenditure and India [--] year yield will be 7%. @sandipsabharwal @nsitharaman @FinMinIndia @PMOIndia Don't think can afford to increase fiscal deficit now bond yields are puking across the curve. Any more tax relief without proportionate decrease in revenue or capital expenditure and India [--] year yield"
X Link 2026-01-29T01:17Z 126.4K followers, [----] engagements
"Company results in general are good Distorted by one time provisions related to the new Labour Code Will give downside protection the the markets despite large scale FPI outflows"
X Link 2026-01-29T03:07Z 126.3K followers, 11K engagements
"#Swiggy reports loss of Rs [----] Crores plus once again Good thing BAAP Fund Managers have just funded them via QIP for another [--] quarters"
X Link 2026-01-29T16:24Z 126.3K followers, 21.9K engagements
"Most pleaseing is the crash in worthless assets #cryptocurrencies Technicals indicate much steeper declines possible"
X Link 2026-01-30T04:49Z 126.3K followers, 10.8K engagements
"Congratulations to all punter fund managers as #Meesho reports a quarterly loss of Rs [---] Crores Rs [-----] Crores of Market Capitalisation enjoy the game While it lasts"
X Link 2026-01-30T16:43Z 126.3K followers, 43.2K engagements
"Just two days back a client messaged that "Equity Markets are going nowhere and I have started dabbling in Silver" I guess dabbling might get over today"
X Link 2026-01-30T17:27Z 126.2K followers, 18.1K engagements
"All Social Media "Experts" who were recommending Gold and Silver till two days back and giving reasons why they should go higher Are today busy giving explanations on why they fell and how they had to fall"
X Link 2026-01-31T07:12Z 126.3K followers, 13K engagements
"#GST collections growth for January [----] is encouraging at 6.3% despite the full impact of GST rate reductions Moderation in taxation always works when the economy is operating at below potential growth rates"
X Link 2026-02-01T04:51Z 126.3K followers, 16.3K engagements
"Huge growth numbers from #MahindraandMahindra and also #TataMotorsPV #GST rate cuts are working and on top of that inventories with dealers are down to just one week of sales on an average which was nearly [--] days back in August. Sector growth should continue"
X Link 2026-02-01T05:20Z 126.3K followers, 15K engagements
"🥱 till now"
X Link 2026-02-01T06:04Z 126.3K followers, 26.1K engagements
"None visible 😀 @sandipsabharwal Focus on bird watching 🥹🥹 @sandipsabharwal Focus on bird watching 🥹🥹"
X Link 2026-02-01T06:13Z 126.3K followers, 10.6K engagements
"This is precisely the misguided #Atmanirbhar thing process World is in a flux We need Foreign Capital RBI is losing control of the Forex and Bond Markets However a US Trade deal could nullify many negatives. Lets watch @sandipsabharwal Budget cant not be market centric yes we need capital and we have strong FDI WHILE FII is weak. Even most company have good balance sheet to fund good amount of capex. Let them exit and pay capital gain when we need we should make it zero and let them come back. @sandipsabharwal Budget cant not be market centric yes we need capital and we have strong FDI WHILE"
X Link 2026-02-01T09:30Z 126.3K followers, 16.5K engagements
"Remember In the long run "Stock Markets are a slave of earnings" Earnings picture is decent. Look for opportunities in weakness"
X Link 2026-02-01T09:35Z 126.3K followers, 12.7K engagements
"Question: Which was the best part of the #Budget2026 Me: The first [--] lines"
X Link 2026-02-01T14:46Z 126.3K followers, 23.7K engagements
"These buggers have all their money in FDs That's the issue Do not understand the ABC of Stock Markets despite being Revenue Finance Sectaries etc @sandipsabharwal The best part was after Budget when Revenue Secretary spooked markets unnecessarily in press conference by this👇 comments on FnO segment volumes & activity. markets had already recovered sometime after Budget speech https://t.co/FDsnNatpwd @sandipsabharwal The best part was after Budget when Revenue Secretary spooked markets unnecessarily in press conference by this👇 comments on FnO segment volumes & activity. markets had already"
X Link 2026-02-01T15:19Z 126.3K followers, 29.9K engagements
"You understand wrongly I am not upset Corrections help me buy cheaper as target value of a company is based on its cash flows which does not change on a day to day basis I am just stating facts @sandipsabharwal Sir - These are strong words 😳 Never seen u so upset in recent past @sandipsabharwal Sir - These are strong words 😳 Never seen u so upset in recent past"
X Link 2026-02-01T15:58Z 126.3K followers, 12.6K engagements
"No The rupee is not going to go into a free fall just because STT was increased on F&O No FPIs are not going to sell more just because of this Yes There is an opportunity lost to attract Foreign Capital Many Sectors are doing well. #StockMarket's will stabilize sooner than later https://twitter.com/i/web/status/2018159199931514949 https://twitter.com/i/web/status/2018159199931514949"
X Link 2026-02-02T03:07Z 126.3K followers, 22K engagements
"Punters will be Punters Weekly Options are the biggest losing game However under pressure from Exchanges those remain untouched. Banning weekly Options will be a much more effective measure @sandipsabharwal Calm & rational take Sandip ji Markets hate uncertainty more than taxes. Do you think this STT hike will meaningfully shift retail behavior toward delivery trading long-term #StockMarket @sandipsabharwal Calm & rational take Sandip ji Markets hate uncertainty more than taxes. Do you think this STT hike will meaningfully shift retail behavior toward delivery trading long-term #StockMarket"
X Link 2026-02-02T03:57Z 126.3K followers, 10.5K engagements
"No BUY recommendations coming on Silver and Gold with absurd target prices from "Social Media" experts today Kya hua They are cheaper now. Buying cheaper is better right"
X Link 2026-02-02T05:47Z 126.3K followers, 16.5K engagements
"After Bubbles burst there is always a pull back. Watch the [----] bubble move in #Silver However after that there could be a long phase of consolidation/correction"
X Link 2026-02-02T05:55Z 126.3K followers, 21.2K engagements
"If the India USA Trade deal gets announced suddenly Shorts in the #StockMarkets will be running hard for cover Don't be short"
X Link 2026-02-02T16:33Z 126.3K followers, 72.2K engagements
"#GiftNifty up [---] points INR in NDF markets up 1.25% Bye Bye Bears"
X Link 2026-02-02T17:10Z 126.3K followers, 38.1K engagements
"Nothing can be done for foolish people who don't realize the magnitude of what is happening @sandipsabharwal If at all this provides a good oppurtunity to move out INR at good exchange rates.It is just 7% reduction of tariff. @sandipsabharwal If at all this provides a good oppurtunity to move out INR at good exchange rates.It is just 7% reduction of tariff"
X Link 2026-02-02T17:15Z 126.3K followers, 17.7K engagements
"Total 18% now US Ambassador just confirmed @sandipsabharwal hi sir any update on whether 25% extra tarrif on india over an above 25% initial tarrif @sandipsabharwal hi sir any update on whether 25% extra tarrif on india over an above 25% initial tarrif"
X Link 2026-02-02T17:25Z 126.3K followers, 27.8K engagements
"Two massive trade deals in one week With the EU as well as the USA Foolish bearish people who do not recognize the magnitude of positivity will miss opportunities Indian #StockMarkets will surprise on the upside. I have said for months many bearish on India got lucky as no one could have guessed that only India will be singled out for 50% Tariffs"
X Link 2026-02-02T17:29Z 126.3K followers, 38.1K engagements
"If #Nifty opens 1000-1100 points higher as implied by the #GiftNifty then it would factor in a majority of the positivity of the Trade Deal We will be back to fundamentals from thereon Specific sectors Mid and Smallcaps that are very beaten down will provide bigger opportunities https://twitter.com/i/web/status/2018519733663141919 https://twitter.com/i/web/status/2018519733663141919"
X Link 2026-02-03T02:59Z 126.3K followers, 32.6K engagements
"The positive impact of the #IndiaUSA trade deal on the Rupee will go a long way in helping the @RBI in liquidity management. They can slow down rupee appreciation and pump in INR liquidity into the system by just sterlizing inflows. The need for OMOs and USD Swaps could reduce"
X Link 2026-02-03T03:38Z 126.3K followers, 11.9K engagements
"A rally is a "Relief Rally" Till it becomes a "Belief Rally""
X Link 2026-02-03T10:02Z 126.3K followers, 14.3K engagements
"Very interesting. No defects found. Is some lobby trying to push the direction of last years crash in a different direction DGCA releases rejoinder on purported malfunction of Fuel Cut OFF Switch on Air India Boeing B787-8 aircraft VT-ANX "Both left and right switches were checked and found satisfactory with the locking tooth/pawl fully seated and not slipping from RUN to CUTOFF. When full force was https://t.co/G5T00GsBuP DGCA releases rejoinder on purported malfunction of Fuel Cut OFF Switch on Air India Boeing B787-8 aircraft VT-ANX "Both left and right switches were checked and found"
X Link 2026-02-03T12:00Z 126.3K followers, 13.3K engagements
"#Bitcoin on the verge of breaking down from an Head and Shoulder Pattern. A confirmation would mean next target of [-----]. Its intriguing how encrypted computer programs have been sold to people as currencies. If encryption breaks they can go to zero too"
X Link 2026-02-04T16:35Z 126.4K followers, 13K engagements
""Shortage" as a reason for commodity prices moving up Usually comes near the top of the cycle Huge stories are built up and retail investors sucked in"
X Link 2026-02-05T06:03Z 126.3K followers, 12.9K engagements
"What a shady company #PBFintech Annouce a QIP without requiring the money Stock falls Suddenly withdraw QIP Tradiing pattern needs to be investigated"
X Link 2026-02-05T08:21Z 126.3K followers, 26.1K engagements
"Emerging Market Funds have had inflows of nearly $ 180-190 Billion since January [----] In the same time India has had outflows of $ [--] Billion India has gone to a huge underweight in global fund allocations"
X Link 2026-02-05T13:07Z 126.3K followers, 18.7K engagements
"You can love the company or you can hate it However great work done by the #PVRINOX management. Post Merger with Inox Net Debt was Rs [----] Crores in March [----] Net Debt is likely to be ZERO by March 2026"
X Link 2026-02-05T14:25Z 126.3K followers, 25K engagements
"No one cares what your circle is doing. People are going to cinemas and some of the biggest hits have been in [----] @sandipsabharwal Its dying business with ott and movies coming to netflix. Nobody in my circle have thrill to go cinema hall anymore @sandipsabharwal Its dying business with ott and movies coming to netflix. Nobody in my circle have thrill to go cinema hall anymore"
X Link 2026-02-05T14:39Z 126.3K followers, 10.4K engagements
"It's foolish for regulators to try and micromanage #RBI new risk weights for Retail and Personal loans assumes that managements running Banks/NFBCs are small kids who don't know what they should be doing Every banking crisis in India has germinated from unbridled large ticket corporate loans of 100s & 1000s of crores rather than small ticket personal loans"
X Link 2023-11-17T02:34Z 126.4K followers, 83.4K engagements
"Preliminary Report indicates Pilot Error as potential cause of the #AirIndiaCrash While they are not saying conclusively the series of events in the [--] seconds points to that. While the sad tragedy has played out this could potentially rule out Engine Failure Issues and reduce the fear of flying which had set in"
X Link 2025-07-12T05:14Z 126.4K followers, 105.2K engagements
"Too much excitement AGAIN About #IndiaVsPakistan match in a useless tournament Instead watch @satwiksairaj and @Shettychirag04 in the #ChinaMasters2025 finals at [---] PM today"
X Link 2025-09-21T03:04Z 126.4K followers, [----] engagements
"All those predicting a #DotCom kind of crash in the Stock Markets Are going to fall flat on their faces. No such scenario or patterns are visible at this stage"
X Link 2025-10-18T05:46Z 126.4K followers, 27.9K engagements
"Accelerating #GDP as growth beats expectations Decelerating #Inflation as CPI below expectations If this is not #Goldilocks then what is Very bullish for 2026"
X Link 2025-11-28T14:04Z 126.5K followers, 43.9K engagements
"More distribution of Tax Payers money to selective companies PLI is a disastrous policy #StockInNews Dixon Tech: Units granted approval for electronics component manufacturing by MeitY @DixonTech_India #StockMarket #electronics @GoI_MeitY https://t.co/erv4iTe6k4 #StockInNews Dixon Tech: Units granted approval for electronics component manufacturing by MeitY @DixonTech_India #StockMarket #electronics @GoI_MeitY https://t.co/erv4iTe6k4"
X Link 2026-01-02T14:08Z 126.5K followers, [----] engagements
"Leave aside the South Korean Markets which have given astounding returns. Look at Brazil From end of [----] Currency up 17% Vs the USD Stock Markets up 50% USD Returns 75%"
X Link 2026-01-28T08:12Z 126.4K followers, 67.5K engagements
"I don't really care about the #STT increase which was obviously avoidable. Also there was no need for such a long winding speech. Overall next year projections seem reasonable. Capital Expenditure increase of 10% is realistic. Buyback taxation reduction is a good positive will lead to many buybacks from undervalued companies. Many custom simplifications as well as cut in Customs on baggage to 10% is positive. Overall neutral budget. Something should have been done to attract foreign capital however this random #Atmanirbharat thought process and disregard for foreign capital seems to be too"
X Link 2026-02-01T07:22Z 126.4K followers, 68.6K engagements
"INDIAN STOCKS UNDERPERFORMANCE TRADE DEALs Creates Opportunities to BUY Cheap RESEARCH ANALYST SERVICES Long Term- [--] Strategies Short Term Momentum Strategy Trading Strategies Combo Plans combining strategies with discount WhatsApp [----------] http://asksandipsabharwal.com http://asksandipsabharwal.com"
X Link 2026-02-03T02:37Z 126.4K followers, [----] engagements
"Remember There is no change in anything for Pharma Electronics and IT Companies. There was no tariff on them and the same continues"
X Link 2026-02-03T03:57Z 126.4K followers, 20.3K engagements
"Massive writeoffs by #BajajFinance in the results out today While most Financials Banks as well as NBFC's were cautious in lending and maintained or improved asset quality Bajaj Finance kept on lending aggressively. It has finally caught on with them"
X Link 2026-02-03T11:55Z 126.4K followers, 67K engagements
"INDIAN STOCKS UNDERPERFORMANCE TRADE DEALs Creates Opportunities to BUY Cheap RESEARCH ANALYST SERVICES Long Term- [--] Strategies Short Term Momentum Strategy Trading Strategies Combo Plans combining strategies with discount WhatsApp [----------] http://asksandipsabharwal.com http://asksandipsabharwal.com"
X Link 2026-02-04T11:01Z 126.4K followers, 10.4K engagements
"In case of shady companies first the stock falls then poor results come out Look at #Kaynes (I warned on the company) Net Profits grow from Rs [--] Crores to Rs [--] Crores Year on Year. Other Income grows from Rs [--] Crores to Rs [--] Crores i.e. if other income did not grow there would be a profit decline. Still absurdly valued despite having more than halved from the top"
X Link 2026-02-05T14:22Z 126.4K followers, 31.6K engagements
"The #usindiatradedeal is good overall Don't believe those who say the USA benefits more Terms of Trade in most cases benefits India and if US Imports go up exports to US will also magnify. As many labour intensive industries get tariff advantage it will boost employment in a big way. Remember the EU deal also will play out over the next 6-12 months"
X Link 2026-02-07T07:41Z 126.4K followers, 22.6K engagements
"Raat ko kaise chadhe ga Monday ki wait toh karo. Dow Jones is up by [----] points Nasdaq is up by [---] Points Nifty is still struggling 🙁 #DowJones #NasDaq #Nifty Dow Jones is up by [----] points Nasdaq is up by [---] Points Nifty is still struggling 🙁 #DowJones #NasDaq #Nifty"
X Link 2026-02-07T08:05Z 126.4K followers, 21.9K engagements
"When it's time to be Bullish All Bullish news comes together https://www.japantimes.co.jp/news/2026/02/08/japan/politics/japan-2026-lower-house-election/ https://www.japantimes.co.jp/news/2026/02/08/japan/politics/japan-2026-lower-house-election/"
X Link 2026-02-08T14:02Z 126.4K followers, 11K engagements
"Zero is certain Timing is uncertain This was the sentiment on Bitcoin a year ago. Compare that with the calls for $0 today. This was the sentiment on Bitcoin a year ago. Compare that with the calls for $0 today"
X Link 2026-02-08T16:03Z 126.4K followers, 12.9K engagements
"It's a good move by the @mybmc as rain fed water supply peaks out. However CM @Dev_Fadnavis needs to ensure that projects go to credible players. One Desalination plant has already been awarded to a company with no track record of setting up such plants. Sewage Treatment Plants Mithi River cleaning etc have gone no where as projects went to vague companies. On the other hand projects being awarded to established companies made the Coastal Road a success"
X Link 2026-02-09T01:34Z 126.4K followers, [----] engagements
"The best way to get publicity is to make outlandish forecasts Make predictions like #Nifty will fall to [-----] or go upto [-----]. Later flip as time passes clearly knowing that people have short memories"
X Link 2026-02-09T03:07Z 126.4K followers, 18.4K engagements
"Some company managements start giving outlandish growth targets in an attempt to influence the Stock Price Such tactics can work in the short run. However in the long run stock prices are a slave of earnings and free cash flows"
X Link 2026-02-09T05:27Z 126.4K followers, 10.4K engagements
"When fundamentals of a stock turnaround and a stock starts to rally Many old investors who are frustrated due to holding for a long time start to Exit This provides a good entry to the investors who will ride the next upcycle"
X Link 2026-02-10T04:27Z 126.4K followers, 18.6K engagements
"#Infosys #ADR A #HeadandShoulder breakdown @nooreshtech @kbbothra"
X Link 2023-04-14T07:02Z 126.5K followers, 24.2K engagements
"Mahindra & Mahindra - Mahindra bags its biggest ever export order; [-----] units of LCV's to be delivered to Agrinas Pangan Nusantara Indonesia in [----] Mahindra is a superb company. In my view India's best auto company @anandmahindra"
X Link 2026-02-04T04:49Z 126.5K followers, 47.2K engagements
"INDIAN STOCKS SET TO MOVE HIGHER Opportunities to BUY Cheap still exist RESEARCH ANALYST SERVICES Long Term- [--] Strategies Short Term Momentum Strategy Trading Strategies Combo Plans combining strategies with discount WhatsApp [----------] Https://www.asksandipsabharwal.com Https://www.asksandipsabharwal.com"
X Link 2026-02-07T04:45Z 126.5K followers, [----] engagements
"The Brihanmumbai (Municipal)Digging Corporation has successfully dug up many arterial roads which includes recently concretized roads successfully. Now they will leave them dug for six months to see if the roads repair themselves. Then they will start repairing. We face potholes in the monsoons and dug up roads for the rest of the year. @CMOMaharashtra @Dev_Fadnavis there should be some accountability"
X Link 2026-02-09T13:15Z 126.5K followers, 16.5K engagements
"First level breakout happened in August and many stocks are up hugely from Auto/Auto Ancillaries. Second level breakout above the earlier high playing out now. Could lead to much bigger targets While most are bearish on Auto Stocks in general & Their ownership among institutional investors especially MF's(where portfolios are publicly available) is very low I have rarely seen such a perfect Inverted Head and Shoulder Pattern. Its the Nifty Auto Index Looks very https://t.co/WDfwp68YTt While most are bearish on Auto Stocks in general & Their ownership among institutional investors especially"
X Link 2026-02-10T06:15Z 126.5K followers, 12K engagements
"As the Retail frenzy peaked inflows into #Gold and #Silver ETFs hit Rs [-----] Crores in January Multi Asset Funds got another Rs [-----] Crores Equity plus Equity Oriented Hybrid Funds were at Rs [-----] Crores Clearly shows the frenzy for getting into Gold and Silver after 100% and 200% one year rallies"
X Link 2026-02-10T08:15Z 126.5K followers, 25.9K engagements
"People are too pessimistic on Indian Equities in my view Tax Incentives combined with imminent monetary easing will revive the economy and stock markets will follow"
X Link 2025-02-04T06:46Z 126.5K followers, 26.7K engagements
"Hmmm I thought that till last year Customs duty "increase" was an ongoing exercise"
X Link 2025-03-28T02:11Z 126.5K followers, 20.4K engagements
"The value of Rare Earth Magnets that are imported from China and are a critical part of EV's and an important part of ICE Automobiles is just around Rs [---] Crores However given that China constitutes 90% of the supply of these currently if the issue of imports from China is not resolved it can bring the entire industry to a standstill by July end just before the festival season @narendramodi @PiyushGoyal @DrSJaishankar this issue needs an urgent diplomatic resolution"
X Link 2025-05-30T05:04Z 126.5K followers, 81.3K engagements
"With 6% real and 10% nominal GDP growth a base of [---] grows to [---] in [--] years. But with 8% real and 12% nominal growth it becomes [---]. Its a full 50% difference over current GDP 6% isnt enough India must aim for 8%. @narendramodi @nsitharaman @PiyushGoyal"
X Link 2025-08-04T04:28Z 126.5K followers, 13K engagements
"The insurance industry is the most Consumer Unfriendly and is duly supported by a friendly regulator There is no control on how premiums are calculated or increased. Claims are denied left right and centre and now After crying for so long that GST should be reduced when the Government has eliminated GST on Life and Health insurance they are quietly increasing premiums quoting loss of ITC benefits. @FinMinIndia @PMOIndia you need to evaluate the working of #IRDA"
X Link 2025-09-15T07:14Z 126.5K followers, 64.4K engagements
"Good decision to keep HAL out Otherwise the Aircraft would not have come out for another [--] years"
X Link 2026-02-04T02:14Z 126.5K followers, 60.3K engagements
"Some are creating panic in the #StockMarket's due to US warning to Citizens to leave Iran However the same warning is continuing for some time now. Last such warning was given early January too. However markets might correct somewhat in general due to global weakness in the short run https://twitter.com/i/web/status/2019622954573701444 https://twitter.com/i/web/status/2019622954573701444"
X Link 2026-02-06T04:03Z 126.5K followers, 18.5K engagements
"#FractalAnalytics is an obnoxiously overpriced IPO operating in a segment that is going to be deeply disrupted by new AI developments"
X Link 2026-02-10T03:14Z 126.5K followers, 13.6K engagements
"Arre @raghav_chadha youre making excessively intellectual investor-friendly and practical suggestions in Parliament. Sadly no ones listening. Wrong country maybe"
X Link 2026-02-11T07:24Z 126.5K followers, 65.9K engagements
"#BHEL OFS is much better than all the junk IPOs that are open right now and some of those which are about to open"
X Link 2026-02-11T13:22Z 126.5K followers, 15.4K engagements
"#NiftyIT Index at the lower end of a long term channel Will it break or bounce"
X Link 2026-02-12T05:54Z 126.5K followers, 15.4K engagements
"Every new rally in the #StockMarkets starts as a relief rally & Later builds into a new Bull Move"
X Link 2025-01-20T09:13Z 126.5K followers, 27.6K engagements
"#OlaElectric last [--] years Cash from Operating Activity in Rs Crores [----] [----] [-----] [----] [-----] The current year could be another Negative Rs 1500-2000 Cr. But for the IPO the company could have been in NCLT"
X Link 2026-02-13T16:41Z 126.5K followers, 40.5K engagements
"Feels great to be felicitated by SBI Chairman Mr. Khara for my contribution towards the growth of @SBIMF during my stint as Head of Equities many years back. Thank you @dpsingh_sbimf for the recognition. It was a great tenure at SBI Mutual Fund of nearly [--] years"
X Link 2024-08-27T05:03Z 126.5K followers, 729.3K engagements
"While most are bearish on Auto Stocks in general & Their ownership among institutional investors especially MF's(where portfolios are publicly available) is very low I have rarely seen such a perfect Inverted Head and Shoulder Pattern. Its the Nifty Auto Index Looks very bullish"
X Link 2025-08-13T08:27Z 126.5K followers, 57.8K engagements
"Its very tough to figure out the tops of Bubble moves. However when we such such moves building up its better to be on the sidelines The urge among Retail Investors and Traders to get into Silver in any form is so crazy that it clearly reflects formation of a massive bubble Be very careful The urge among Retail Investors and Traders to get into Silver in any form is so crazy that it clearly reflects formation of a massive bubble Be very careful"
X Link 2026-02-02T05:49Z 126.5K followers, [----] engagements
"#FractalAnalytics Retail Investors (own money) Undersubscribed HNI Investors (own money) Undersubscribed Institutional Investors (Someone else's money) Oversubscribed #AyeFinance Retail Investors (own money) Undersubscribed HNI Investors (own money) Hardly Subscribed Institutional Investors (Someone else's money) Fully Subscribed When will this game of bailing out absurdly valued IPOs stop https://twitter.com/i/web/status/2021553957437325566 https://twitter.com/i/web/status/2021553957437325566"
X Link 2026-02-11T11:56Z 126.5K followers, 29.8K engagements
"If @RBI implements the Misselling curbs strongly Then the most affected bank will be #HDFCBank There is too much of do anything for fee income in that bank"
X Link 2026-02-12T03:57Z 126.5K followers, 23.6K engagements
"Stock Markets are estimating the disruption in IT Services to be much greater than what the company managements are indicating Tough to say who is right at this stage"
X Link 2026-02-12T04:07Z 126.5K followers, 33.4K engagements
"I always advise against investing in sectoral funds People got into Defense related funds and PMS products at the peak and then saw sharp selloffs Same is happening in IT now Its always best to invest in diversified stratigies where the Fund Manager has the ability to shift between sectors"
X Link 2026-02-12T09:59Z 126.5K followers, 21.9K engagements
"While many remain concerned on Corporate Profit growth in India the picture in #China is quite dire [----] -2.3% [----] -3.3% [----] +0.6% CAGR negative On the other hand the CAGR of earnings of Indian Corporates in the same time period has been a CAGR of 14% plus Comparing valuations without taking into account earnings growth makes little sense https://twitter.com/i/web/status/2022190488670154916 https://twitter.com/i/web/status/2022190488670154916"
X Link 2026-02-13T06:05Z 126.5K followers, 15.7K engagements
"#OlaElectric going the #MTNL way Losses more than revenue #OlaElectric Q3 results Loss At [---] Cr Vs Loss Of [---] Cr (YoY) Revenue Down 55% At [---] Cr Vs [----] Cr (YoY) What a company"
X Link 2026-02-13T12:23Z 126.5K followers, 19.1K engagements
"#Ola promoter knew what was coming out in the results So he dumped Rs [---] Crores of his holding (ostensibly to pay off some promoter loan) on to Mutual Funds between 16th to 18th of December Congratulations to all the fund managers who bought"
X Link 2026-02-13T14:57Z 126.5K followers, 82.8K engagements
"The other possibility is that "Worst is over" punters will jump in and take the stock up. Has happened in #VodafoneIdea several times @AnshulGarg1986 @sandipsabharwal A Lower circuit on the stock is coming soon as well :d @AnshulGarg1986 @sandipsabharwal A Lower circuit on the stock is coming soon as well :d"
X Link 2026-02-14T04:15Z 126.5K followers, 13.9K engagements
"US [--] Yr bond yields ended friday at 4.05% Its trending towards the [--] week low yields This combined with weakness in the US Dollar Index is bullish for Emerging Markets in general. Only question is whether India will participate this time"
X Link 2026-02-14T14:41Z 126.5K followers, [----] engagements
"Yes although I don't track MFs much #HDFCMF funds are more consistent #PPFAS is hyped up by an army of Social Media and Offline "Experts". Now almost last ranked on [--] Yr basis and losing ground on [--] Yr slowly HDFC Flexi Cap is managing almost 1L Crore AUM 2nd Largest after PPFAS Flexi Cap Outperforming PPFAS also in 3-5 Year Period Prashant Jain was managing this Fund earlier #HDFC #MutualFunds HDFC Flexi Cap is managing almost 1L Crore AUM 2nd Largest after PPFAS Flexi Cap Outperforming PPFAS also in 3-5 Year Period Prashant Jain was managing this Fund earlier #HDFC #MutualFunds"
X Link 2026-02-15T03:10Z 126.5K followers, 14.8K engagements
"You should be ashamed putting out this tweet Shameless Anti India Propagandist HUGE global embarrassment for @narendramodi government. Nikhil Gupta pleads guilty to working with an Indian government employee to murder Gurpatwant Singh Pannun on US soil in New York. Are encounter killings now being exported from Gujarat to New York Vishwaguru indeed. HUGE global embarrassment for @narendramodi government. Nikhil Gupta pleads guilty to working with an Indian government employee to murder Gurpatwant Singh Pannun on US soil in New York. Are encounter killings now being exported from Gujarat to"
X Link 2026-02-15T03:24Z 126.5K followers, [----] engagements
"Signs of decline have been visible for many quarters now They need a full fledged bear market to come back as cash has been near 75% for years now Lets hope for the best as it's the most "Sold" MF scheme by Advisers and Distributors @sandipsabharwal PPFAS always performs on a longer term horizon. It has for me. Let's watch though. HDFC mid cap has done great for me too @sandipsabharwal PPFAS always performs on a longer term horizon. It has for me. Let's watch though. HDFC mid cap has done great for me too"
X Link 2026-02-15T03:52Z 126.5K followers, [----] engagements
"INDIAN STOCKS SET TO MOVE HIGHER Opportunities to BUY Cheap still exist RESEARCH ANALYST SERVICES Long Term- [--] Strategies Short Term Momentum Strategy Trading Strategies Combo Plans combining strategies with discount WhatsApp [----------] http://asksandipsabharwal.com http://asksandipsabharwal.com"
X Link 2026-02-10T11:46Z 126.5K followers, [----] engagements
"Jia tarhan Technology Stocks gir rahe hain Lagta hai #FractalAnalytics [--] percent neeche hi khulega"
X Link 2026-02-12T17:18Z 126.5K followers, 10.8K engagements
"Too much is being made of the new @RBI circular on MTF funding Loan against shares etc These are prudential and reasonable guidelines which will protect Banks at a time of deep equity market stress. No need to be negative on these"
X Link 2026-02-15T04:05Z 126.5K followers, [----] engagements
"Equity funds globally suffered their second-largest weekly outflows ever this week with $29.7 billion pulled out of risky assets EPFR data shows. EM Funds lost $ [--] bn in June Investors are panicking. Next couple of weeks could see clear contrarian buy signals emerge"
X Link 2018-06-29T11:00Z 125.9K followers, [---] engagements
"The Withdrawal of #GSP benefits by the USA from India is being blown out of proportion by the "Media Experts" It impacts just $6 bn of exports & benefits were only $ [---] mn. Easily replaceable by export incentives. It has ZERO impact on the Economy"
X Link 2019-06-02T02:07Z 126.1K followers, [---] engagements
"Sovereign Bond borrowing should be unhedged. The Sovereign can take that risk. We have $430billion of reserves. It should be unhedged borrowing. Preference to Sovereign funds and Pension Funds who will hold till maturity. @nsitharamanoffc @PMOIndia"
X Link 2019-08-02T06:32Z 125.1K followers, [--] engagements
"First Chink in the Armour seen in @HDFC_Bank results. Gross and Net NPAs rise more than their usual trend. They also have a substantial Telecom Exposure. Leadership change also on the Anvil. Might enter a phase of subdued performance"
X Link 2020-01-18T10:21Z 125.9K followers, [---] engagements
"It is madness what is happening in #Dmart Its not a business that can grow at a rate justifying a [---] P/E as its a linear growth business. No valuation model can justify such prices"
X Link 2020-02-10T09:47Z 125.9K followers, [---] engagements
"Rapid Antibody Tests have a high failure rate all over the world with limited credibility. India shouldn't waste money on them. Very few credible tests. Moreover Antibodies are more much after recovery as they take time to form"
X Link 2020-04-28T09:03Z 125.7K followers, [--] engagements
"USA GDP for [----] is estimated to be $ [----] Trillion The National Debt is expected to reach $26 Trillion this year Taking it to a Debt to GDP of 127% The highest Debt to GDP in history was 122% after WW2"
X Link 2020-06-05T16:10Z 125.2K followers, [---] engagements
"V Shaped recovery explained When you fall into a Valley and start climbing up its always V Shaped.Initially the climb looks easy and the movement is fast however soon the speed reduces & effort to climb further increases & rest is required The fall is easy the climb up tougher"
X Link 2020-06-16T14:50Z 125.7K followers, [---] engagements
"#AvenueSupermarts #Dmart Market Capitalization crosses Rs [------] Crores FY [----] expected profits Rs [----] Cr FY [----] expected profits Rs [----] Cr So 100X PE on [--] yrs forward expected earnings of most optimistic analyst. These valuations are now much beyond [----] tech boom valns"
X Link 2021-10-13T08:24Z 125.6K followers, [---] engagements
"Almost year back the promoters wanted to delist #Vedanta at Rs [----]. Today its Rs [---] Good thing institutions held their ground and did not offer the shares. Stock is riding the commodity wave however minority shareholders cannot hold shares of Anti Minority promoters long term"
X Link 2021-10-18T05:38Z 125.6K followers, [---] engagements
"You are playing with fire as are many other punters. Best of luck to you It was expensive at Rs [----] itself. @sandipsabharwal Irctc fell after 3:00 pm I bought @15 lower circuit. Closing Will be avg of last half an hour. I now with gain of 9%. No tomorrow it fells [--] also no loss for me @sandipsabharwal Irctc fell after 3:00 pm I bought @15 lower circuit. Closing Will be avg of last half an hour. I now with gain of 9%. No tomorrow it fells [--] also no loss for me"
X Link 2021-10-19T10:09Z 125.7K followers, [--] engagements
"Some punters who think they are great investors are promoting Asian Paints on Social Media today. They would have seen this I guess. At 105X PE a huge premium is for corporate governance. If that comes under question then stock has downside risks"
X Link 2021-10-23T10:41Z 125.8K followers, [---] engagements
"Remember $ [---] billion has gone into Global Equity funds this year It's more than total of the last [--] years As such even a 10% outflow can create a huge disruption in global equity markets"
X Link 2021-11-28T14:37Z 125.2K followers, [---] engagements
"A huge number of clients send me the portfolios they have built themselves One stock I have seen that almost everyone has is #DeepakNitrite. Will be interesting to see how it performs as its a huge consensus bet these days"
X Link 2021-12-01T15:33Z 125.7K followers, [---] engagements
"HDFC Life & #HDFCAMC near [--] week lows #HDFCBank up just around 5% over the last one year A group widely & heavily owned by many has underperformed significantly"
X Link 2021-12-09T05:16Z 125.8K followers, [---] engagements
"This will be a year of profit making companies Stories that propose to make profits in 5-10 years will fall 20-90%"
X Link 2022-01-06T09:47Z 125.6K followers, [---] engagements
"#AvenueSupermarts #Dmart trend sales down to 20-25% Margins like to dilute going forward as it opens more new stores Stock needs to fall 40-60% to come into any kind of value zone"
X Link 2022-01-08T09:46Z 125.2K followers, [---] engagements
"It's actually not. Most people do not understand this statement It's only relevant for trading with leverage where you can lose all the money betting against something using derivatives. In case of investing you just avoid buying what you don't like. @sandipsabharwal Classic example of "Mkt may remain irrational longer than one remain solvent" @sandipsabharwal Classic example of "Mkt may remain irrational longer than one remain solvent""
X Link 2022-01-08T10:32Z 125.4K followers, [--] engagements
"Wow [--] year bond yield now at 7.29% This is what happens when Central Banks fall below the curve"
X Link 2022-04-13T04:53Z 125.7K followers, [---] engagements
"Are Indian #MutualFund #SIP investors their own enemies Concept of SIP isinvestment gets averaged out over market highs & lows and ultimately decent money is made However huge SIP Flow's are not letting the markets correct in line with global cues thus reducing future returns"
X Link 2022-04-25T06:00Z 125.7K followers, [---] engagements
"Whirlpool USA stock is trading at a Price to Earning ratio of 7X Dividend yield 4% Indian Consumer Durable stocks are trading at 70-80X Dividend Yield 0.5%"
X Link 2022-04-26T08:23Z 125.2K followers, [---] engagements
"After a fall from Rs [----] levels to Rs [----] #Dixon trades at a PE 65X current year earningsassuming that extremely rosy projections of most analysts are met Remember its just a contract manufacturing company where most of the profits flow from PLI benefits PE should by max 15X"
X Link 2022-05-02T07:38Z 125.4K followers, [---] engagements
"One A group went down a decade back due to rampant over investment playing the stock markets and building huge debt in an interest rate upcycle Another A group seems to be going the same way with no cash flows across businesses just excessive investments all across"
X Link 2022-05-15T14:43Z 125.6K followers, [---] engagements
"One key takeaway from #UnitedSpirits Concall is that volume growth targets are just around 3-5% If that is the case then valuations are too high"
X Link 2022-07-27T12:23Z 125.1K followers, [---] engagements
"#Delhivery keeps up the reputation of Loss Leadership companies Sales grow from Rs [----] to Rs [----] Cr Losses increase to only Rs [---] Cr from Rs [---] Cr Stock should be limit up tomorrow"
X Link 2022-08-09T05:33Z 125.8K followers, [---] engagements
"The #StockMarket is a strange place Everyone wants reasons when stocks fall None asks for reasons when stocks rise"
X Link 2022-09-20T10:01Z 125.6K followers, [---] engagements
"As a rule When a Co reports results which are in complete contrast to rest of the Sector We should question it #Polycab margin performance tough to understand. Havells market leader saw a complete collapse of margins this quarter. Havells product profile is also higher margin"
X Link 2022-10-19T14:34Z 125.8K followers, [---] engagements
"45 Punter Mutual Fund schemes hold #Delhivery shares. I am sure their fund managers have no idea why they themselves hold except for trying to ride momentum"
X Link 2022-10-21T09:31Z 125.9K followers, [---] engagements
"#Astral Ltd Another PMS favourite Just a Pipes/Fittings Co whose valuations were ramped upto 150X PE Ratio by Fund Managers valuing cyclical earning uptick at growth valuations Profits halved this quarter Stock at 125X PE current year earnings Valuation adjustments can be brutal"
X Link 2022-11-12T02:43Z 124.9K followers, [---] engagements
"#TitanIndustries growth slows down significantly to 12% Year on Year in the peak festival quarter despite a strong wedding season. One of the last few #BAAP stocks standing. Needs earnings growth of 35% kinds to sustain current valuations. Lets see"
X Link 2023-01-06T14:55Z 125.8K followers, 39.1K engagements
"#MOAT is over emphasised #Valuations are under emphasised When valuations are low enough then no MOAT is required. When valuations ar high enough no MOAT works"
X Link 2023-01-08T09:54Z 125.7K followers, 20.5K engagements
"#HDFCBank doesn't rise despite good results Main reason is the impending merger Its tough to increase CASA market share further On top of that there will be SLRCRR requirements on the expanded balance sheet Net Interest Margins could fall for the first two years"
X Link 2023-01-16T07:45Z 125.9K followers, 45.9K engagements
"#KotakBank is a prime example of how high valuations adjust Almost the same levels as the peak hit in Dec [----]. With ups downs and volatility stock has been effectively sideways for [--] years (remove the covid crash) while earnings have grown Consolidation might end in 2023/2024"
X Link 2023-01-19T06:02Z 125.5K followers, 24.7K engagements
"Anchor Investors have put Rs [----] Crores into the #AdaniEnterprises FPO at Rs [----] Stock is now at Rs [----] Good time for them to buy more from the open market as the Anchor book was oversubscribed"
X Link 2023-01-28T01:45Z 125.8K followers, 102.6K engagements
"Many companies are still reporting good results and getting rewarded Their upside has been limited due to the current market panic As market settle These companies will do very well"
X Link 2023-01-30T08:46Z 125.9K followers, 52.2K engagements
"#Titan results were below expectations as margins got squeezed and profits fell Management as usual was excessively bullish on the conference call Value could emerge around the [--] week lows of Rs 1800-1900"
X Link 2023-02-02T16:08Z 125.7K followers, 24.8K engagements
"So someone finally finds value in #AdaniEnterprises at around Rs [----] levels Interesting. Might be some of those "Anchors" who wanted to buy at Rs [----] plus"
X Link 2023-02-03T05:35Z 125.7K followers, 50.4K engagements
"#Astral profits fall 30%. [--] Month EPS [----] Full year expected to be [----] Stock Price [----] PE 120X For a pipe company. Really Long period of negative to no returns ahead. #Astral Ltd Another PMS favourite Just a Pipes/Fittings Co whose valuations were ramped upto 150X PE Ratio by Fund Managers valuing cyclical earning uptick at growth valuations Profits halved this quarter Stock at 125X PE current year earnings Valuation adjustments can be brutal #Astral Ltd Another PMS favourite Just a Pipes/Fittings Co whose valuations were ramped upto 150X PE Ratio by Fund Managers valuing cyclical earning"
X Link 2023-02-07T13:08Z 124.9K followers, 69.4K engagements
"Reported profits have less relevance for banks #AxisBank reported profits were somewhat lower but PCR is at 81% NII's strong Net NPA's just 0.39% at Rs [----] Cr they carry excess contingency provisions of Rs [-----] Crores High CASA depositsstrong growth Stock rerating imminent"
X Link 2023-04-27T16:32Z 125.3K followers, 25K engagements
"Buying on "Dips" is a good strategy As long as you "BUY" when the dip comes. On a dip if you keep on waiting for lower and lower levels then you are always waiting"
X Link 2023-05-30T07:19Z 125.8K followers, 14.7K engagements
"#HCLTech management is irrationally bullish after delivering dismal results Don't go by what they say but go by what they actually do. Do your own analysis and don't eat out of the managements hands"
X Link 2023-07-13T03:11Z 125.8K followers, 21K engagements
"Contrarian Investing is completely misunderstood I pioneered concept of Contra Investing when I launched the SBI Contra Fund in #SBIMutualFund Contra investing is not blindly buying whatever is down Its buying underowned stocks where upside triggers are being ignored by markets"
X Link 2023-07-21T07:25Z 125.8K followers, 54.7K engagements
"#TCS has reported a decline in USD revenue after [--] consecutive quarters of QoQ growth. This reflects the huge growth challenges facing the industry. The third quarter with less number of working days is always challenging The TCV ( proxy for order booking) in case of IT companies is very misleading as many projects are for 3-7 years & many projects get deferred. https://twitter.com/i/web/status/1712082300245327910 https://twitter.com/i/web/status/1712082300245327910"
X Link 2023-10-11T12:26Z 125.8K followers, 90K engagements
"#Infosys further reduces growth guidance as slowdown bites Sharp headcount reductions as anticipated growth did not fructify nearly 2.5% employee reduction in one quarter Margins increased due to deferred wage hikes Looks like things could significantly deteriorate before they improve"
X Link 2023-10-12T11:35Z 125.4K followers, 65K engagements
"Its very tough to understand the logic why #BajajFinance is doing a QIP at this stage Its Capital Adequacy is 23% plus which is among the highest among financial stocks The only logic is that the management thinks that the high stock price offers an opportunity"
X Link 2023-10-18T04:52Z 125.7K followers, 38.5K engagements
"Many say You don't put your stock picks on Social Media "Like Others" So we don't know what we are investing into I prefer it that way. It is not my job to promote stocks we invest into on #socialmedia My clients know what we have invested into and its better our stocks perform silently"
X Link 2023-11-21T08:12Z 124.9K followers, 19.5K engagements
"#Mankind Pharma existing shareholders to sell a massive Rs [----] Cr plus of shares tomorrow This has become a regular feature. IPOs list are ramped up and at the end of Lockin period there are massive sales by Pre IPO investors"
X Link 2023-12-11T16:45Z 125.8K followers, 23.5K engagements
"Consumer Price Inflation can fall by [---] to 1% if the government allows free pricing of fuel which will bring down Diesel and Petrol prices by Rs 8-10 per litre. Many costs including logistics costs are linked to fuel prices. India consumes [----] Crore litres of Diesel and [----] Crore litres every year. A Rs [--] decline in fuel prices is an indirect fiscal boost of nearly Rs 125000-135000 Crores. It can trigger demand for consumer goods which has been subdued for a long time now @narendramodi @nsitharaman"
X Link 2024-01-08T15:56Z 125.9K followers, 64.2K engagements
"Unexciting results from #Infosys on most parameters New deal signings collapsed from $7.7 Bn last year to $ [---] Bn this quarter Indicates slowing growth. No triggers for the stock at this stage"
X Link 2024-01-11T10:52Z 125.7K followers, 51.9K engagements
"Some large foreign funds seem to be really bailing out of #HDFCBANK ADR down another 8% after yesterdays 8% cut which also led to the local stock falling 8% For USD Investors ADR at the same level it was in [----] i.e. zero returns now for [--] years"
X Link 2024-01-17T15:50Z 125K followers, 91.6K engagements
"The entire business model of #PaYTM comes under challenge In order to protect minority investors the Board of Directors should immediately replace the entire top management take corrective measures and approach RBI again for relief I never touched the stock as I always found everything they were doing very risky especially unbridled growth"
X Link 2024-02-01T03:59Z 125.5K followers, 99.1K engagements
"#Gold has been a buy it shut it forget it like investment for Indians and created huge wealth for families over the years Many blind followers of #WarrenBuffet criticize gold investing. However it is a true reservoir of wealth Remember we are doing Rupee Investing and not USD investing and INR depreciation of 3-5% every year adds to our value of gold held In the current environment where debt across governments is high speculative activity is unprecedented and risks remain gold remains a good asset to hold and allocate as part of overall investment portfolio"
X Link 2024-04-16T06:28Z 125.5K followers, 60.5K engagements
"Very strong results on most parameters from #AxisBank Profitability Asset Quality and growth Stock rerating upwards should continue"
X Link 2024-04-24T11:40Z 125.7K followers, 24.7K engagements
"#Trent is an amazing company No effect of consumer slowdown on its operations Huge increase in margins Blowout results quarter after quarter PS I don't own the stock and it never gives any entry to those on the sidelines"
X Link 2024-04-29T13:18Z 125.2K followers, 34.2K engagements
"Foolish analysis Third quarter is always the biggest and best for consumer companies in India Don't understand don't analyse Every company is not an IT Company"
X Link 2024-04-29T13:33Z 125K followers, [----] engagements
"I am buyer in #KotakMahindraBank around [----] levels Finally its a strong franchise and has an excellent asset quality Most negatives are largely factored in at this point of time. Hopefully momentum will take it down a bit further"
X Link 2024-05-02T09:40Z 125.8K followers, 70.4K engagements
"Since most rates are now Repo linked and Repo rates are unlikely to come down anytime soon and liquidity remains tight Rally in Government Bonds will actually squeeze margins for banks further rather than improve their profitability However this will keep a lid on Corporate Bond yields and overall bullish for economic growth It benefits other rate sensitives more than banks"
X Link 2024-05-23T05:07Z 125.7K followers, 13.1K engagements
"Random Thought When I look at #Orry I feel He is like #Bitcoin Which has zero value But is highly valued"
X Link 2024-07-07T19:10Z 124.9K followers, 32.5K engagements
"Strong results from #IciciBank Especially in the context of Bank results till date Outperformance on most parameters like Net Interest Income Pre Provision Operating Profits as well as Asset Quality"
X Link 2024-07-27T10:54Z 125.3K followers, 33.1K engagements
"Why are Japanese Markets falling so much Well many of the Japanese Companies are big exporters and profits are likely to completely collapse due to the 12% appreciation of the Japanese Yen Japanese Markets down 12% Korean Markets down 10% in sympathy. This is a fall like Covid or the Financial Crisis However there is no financial crisis so in a few days/weeks we will get excellent buying opportunities"
X Link 2024-08-05T05:59Z 125.3K followers, 85.7K engagements
"Some brokerage came out with a report on Vodafone Idea predicting a price of Rs [---] Intrinsic value of the stock is zero as it is unlikely to ever make profits As such anything is possible"
X Link 2024-09-06T06:09Z 125.5K followers, 17.8K engagements
"The valuations at which #BajajHousingFinance is looking to list Many NBFCs should double or triple to catch up Remember Housing Finance is a low margin business even though low risk due to secured lending Many listed NBFCs with a better margin and ROA profile are much cheaper"
X Link 2024-09-14T06:19Z 125.7K followers, 57.1K engagements
"Vodafone Idea FPO came at Rs [--] per share Punters pulled up the shares to Rs [----] Stock is now at Rs [----] It's tough to see this company ever making profits. So what should be the fair value"
X Link 2024-09-22T10:45Z 125.5K followers, 83.3K engagements
"#Swiggy is looking at an #IPO valuation of Rs [-----] Crores It is currently making a loss of Rs [----] Crores a year Which year will it make a Rs [----] Crores profit Even on that years earnings (which is many years away) it will trade at 40X Price to Earnings Given the frenzy the IPO will sail through for sure however challenges remain https://twitter.com/i/web/status/1840047570854236603 https://twitter.com/i/web/status/1840047570854236603"
X Link 2024-09-28T15:15Z 125.8K followers, 73.1K engagements
"The first leg of Indian Stock Market underperformance started with the money shift towards China It is now getting accelerated with a slowing economy and continued apathy of the government towards providing any fiscal stimulus to support growth or the RBI to ease monetary policy"
X Link 2024-10-18T03:58Z 125.9K followers, 47.8K engagements
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