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Mihir Vora Profile
Mihir Vora

@theMihirV

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Chief Investment Officer - TRUST Mutual Fund || All about stocks, bonds, economics || Tweets/RTs are personal, not advice, not endorsed by TRUST MF

Mumbai, India
Joined November 2011
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@theMihirV
Mihir Vora
3 years
Russia and the markets these daysโ€ฆ
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@theMihirV
Mihir Vora
2 years
(Thread) 1/n This headline drew my attention. I had no clue about โ€œNano Ureaโ€ So I Googled and found some amazing work - completely under the radar - by IFFCO @IFFCO_PR ! ๐Ÿ‘๐Ÿป๐Ÿ‘๐Ÿป๐Ÿ‘๐Ÿป๐Ÿ‘๐Ÿป @drusawasthi Can revolutionize agriculture, environment, food costs, imports of fertilizer
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@theMihirV
Mihir Vora
4 years
1/n (thread) Our rich history of stockmarkets & trading: we've had our own system of trading & derivatives for a 100 years. I've compiled a list of our desi sharebazaar terms (Gujarati/ Hindi). We should be proud of our history! Do share and re-tweet! ..2
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@theMihirV
Mihir Vora
2 years
The worldโ€™s biggest bet on India Tata + 2As will invest $200 billion - 6% of GDP Indian businesses are making bold bets and investing big in India while cutting global investments Do we need bigger confirmation for the thesis that the next decade belongs to India?
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@theMihirV
Mihir Vora
2 years
Since 2015 Personal income tax collected is up 4.2 times to Rs. 9 lakh crores Plus Rs. 7-8 lakh crores collected in oil/petrol/diesel taxes (up almost 3x since 2015) Corporate taxes are only up by 2.2 times Individual taxpayers continue to bear the biggest burden. This has
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@theMihirV
Mihir Vora
2 years
Finished seeing #RRR Great action sequences But overall, #Pushpa was a better package of story, action, songs #RRRMovie #PushpaTheRise #Bollywood #AlluArjunArmy #AlluArjun @alluarjun
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@theMihirV
Mihir Vora
5 years
I was there when oil WTI traded at a NEGATIVE -30 Dollars. And was down -266% in a DAY At a time when the whole world was in a lockdown due to a PANDEMIC Tales for the grandkids. #crudeoil #pandemic #WTI #lockdown #OilPrices #OilCrash #Brent #Futures barrel OPEC negative
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@theMihirV
Mihir Vora
1 year
Last day at Max Life. Amazing nine years with the best, brightest people and the warmest culture! Beginning a new, exciting journey soon!
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@theMihirV
Mihir Vora
3 years
In the past 5 years while we have aimed towards.. -Aatmanirbharta -Make in India -PLI Schemes -being the One in โ€œChina+One production sourceโ€ for multinational companies... ...Vietnam with 7% of Indiaโ€™s population has sprinted and has become the 6th largest exporter to the US!
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@theMihirV
Mihir Vora
2 months
Nice chart on migration across market caps over 10 years. Of the 100 largecaps today, 19 used to be midcaps and 3 were smallcaps Of the 100 largecaps in 2014, 17 became midcap, 4 smallcap and 1 microcap 250 smallcaps today - 4 were large, 35 mid, 99 have come up from the
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@theMihirV
Mihir Vora
7 months
1/ TRUST Mutual Fund investment approach & Philosophy GORILLA stocks TERMINAL VALUE investing Full video in the thread ๐Ÿงต
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@theMihirV
Mihir Vora
3 years
James Bond: Beta, kitni percentage aayi? Son: 95%... 38.95%...
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@theMihirV
Mihir Vora
10 months
India versus China: debate becoming mainstream and clearly in favor of India India: flourishing Democracy China: didnโ€™t turn out as promised - Investors who invested 15-20 years didnโ€™t get what the thought they were investing in - China didnโ€™t open up and became more
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@theMihirV
Mihir Vora
2 years
1/n (Thread) One of the most important factor which can impact global markets is not well-understood. YCC - Yield Curve Control - by the Bank of Japan - and how it can be a breakpoint for markets Read onโ€ฆ
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@theMihirV
Mihir Vora
5 years
Budget - points (thread) The backdrop was a slowing economy and uncertain global conditions. #budget #unionbudget2019 #india #stocks #CWC2019
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@theMihirV
Mihir Vora
4 years
Thread - Indian markets have seen 4 big bull runs since 1979, with 380 times or 38000%returns, - biggest run was 1988-92, market up 10x in 4 years! - last 10-year run (Sensex 9000 to 38000) is the smallest in total % appreciation and annualized returns! 1/n
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@theMihirV
Mihir Vora
2 years
1/ Since 2015, Government Debt/GDP has increased massively while Corporate Debt/GDP has reduced As corporate India slowed down investments and reduced debt, Govt had to step in to by spending to maintain growth Exactly opposite of the 2002-2015 scenario Why? ..2
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@theMihirV
Mihir Vora
3 years
Valuations of India small-caps exceed that of large-caps for the first time in over a decade (usually 20-50% discount to large-caps, now at premium) Some froth building?
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@theMihirV
Mihir Vora
3 years
Crossed Rs. 1,00,000 Cr. in Assets Under Management! Some milestones are unforgettable! Congratulations team @MaxLifeIns !
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@theMihirV
Mihir Vora
2 years
"If you ever wanna make a movie over here, let's talk"- #JamesCameron to @SSRajamouli ! Super video - conversation between two legendary directors. Amazing analysis, empathetic observation and genuine compliments by James Cameron ๐Ÿ‘๐Ÿป๐Ÿ‘๐Ÿป๐Ÿ‘๐Ÿป @RRRMovie @AlwaysRamCharan
@RRRMovie
RRR Movie
2 years
"If you ever wanna make a movie over here, let's talk"- #JamesCameron to #SSRajamouli . ๐Ÿ™๐Ÿป๐Ÿ™๐Ÿป Hereโ€™s the longer version of the two legendary directors talking to each other. #RRRMovie
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@theMihirV
Mihir Vora
2 years
1/3 State-wise car ownership (% of households owning a car) Interesting to see that most hilly states in north and east have much higher car ownership than the national average but much lower 2-wheeler motorcycle/bicycle ownership than average From @indiainpixels
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@theMihirV
Mihir Vora
1 year
Midcap + Smallcap fund assets (23% of MF equity assets) are now greater than Largecap fund assets (15%)โ€ฆ โ€ฆand also larger than the largest category of equity funds i.e. FlexiCap funds (15%) Mid+Smallcap funds saw inflows of Rs. 6,800 crores in August (35% of net inflows of
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@theMihirV
Mihir Vora
3 years
#Netflix has given up 5 years of returns (in 5 months) while it has doubled the number of customers in 5 years Thatโ€™s the risk of buying growth at any price (valuations) - thereโ€™s no margin for error/ disappointment โ€œNarrativeโ€ investing works - till it doesnโ€™t
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@theMihirV
Mihir Vora
27 days
Personal consumption: change in 23 years Proportion of spending on food is down 9% (increase in non-food). This is to be expected as income levels rise and discretionary consumption increases. But within non-food, the sharpest increase is in education + medical + conveyance +
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@theMihirV
Mihir Vora
2 years
2/ so much potential for disruption.. ..but not very well-covered in the media.. Now expect to see negative articles planted by multinational companies to undermine Indiaโ€™s achievement and the threat to global Urea demandโ€ฆ
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@theMihirV
Mihir Vora
5 years
Extraordinary times need extraordinary steps. In 1997-98, the Hong Kong stockmarket fell 60% due to hedge-funds' speculative attack on HK currency and stocks. As an extreme step, Govt. bought USD 15 billion index stocks & futures in Aug '98, about 8% of market cap!!... 1/n
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@theMihirV
Mihir Vora
1 year
When the bull-market starts: Investors have: Money Promoters have: Wisdom After the bull-market ends: Promoters have: Money Investors have: Wisdom ๐Ÿ˜‰
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@theMihirV
Mihir Vora
11 months
Manufacturing sector size: India : 450 billion US Dollars USA. : 2,500 Bn (2.5 Trillion) Europe: 2,900 Bn China: 5,000 Bn China is 11x India, Europe 6x, USA 5x China = US+Europe โ€œGlass half-fullโ€: Even if 5% of worldโ€™s production or 10% of China shifts to India, we will need
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@theMihirV
Mihir Vora
2 years
Since 1993, almost 30 years, MSCI India Index: + 2,000% MSCI China Index: - 50% MSCI Emerging Mkt: +160% No global institution can afford not being overweight India And buying China just because it looks cheap - no longer justified
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@theMihirV
Mihir Vora
2 years
@engineers_feed Yes! 5!=120 5! = factorial = 1x2x3x4x5 = 120
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@theMihirV
Mihir Vora
10 months
SmallCaps face a harder climb to get promoted While almost 33% of MidCaps rise to become LargeCap in 5-10 years, only 10-15% of SmallCaps become Mid or Large after 5-10 years 15-20% fail or become TinyCaps 65-70% remain SmallCap Source: Nuvama
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@theMihirV
Mihir Vora
2 years
#TopGunMaverick reaching #unicorn status with $ 1 billion collections at the box office! ๐Ÿ‘๐Ÿป๐Ÿ‘Œ๐Ÿป Can we call @TomCruise junior- #Thalaivar ? ๐Ÿ˜๐Ÿ˜ฌ @rajinikanth #Rajinikanth ๐“ƒต Super thread on action sequences shot by Tom Cruise๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป
@JohnPompliano
John Pompliano
2 years
In honor of Top Gun: Maverick reaching $1 billion in box office revenue, here are some all-time Tom Cruise moments ๐Ÿ‘‡
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@theMihirV
Mihir Vora
2 years
Elon Muskโ€™s first visit to the Twitter office..๐Ÿ˜ฌ
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@theMihirV
Mihir Vora
2 years
โ€œDonโ€™t confuse a bull market for investment skillโ€
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@theMihirV
Mihir Vora
4 years
(Thread) 1/ Indian stockmarket outperformed other Emerging Markets (EM) in the 1990s and 2000s But the past 10 years have seen no outperformance, and in the past 5 years, India has underperformed the MSCI EM Index Letโ€™s dig deeper into the countries and sectors in the EM Index
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@theMihirV
Mihir Vora
2 years
โ€œ I don't think I have seen such long-term bullishness on India from a group (global investors) this sophisticated. It augurs well for longer-term capital flows into the country. Every correction will see money being put to work (flows to India) โ€ - Akash Prakash of Amansa
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@theMihirV
Mihir Vora
4 years
The polarization of the market (and the economy?) continues: large getting larger In the last 2 years: Nifty 50 : +5% MidCap : -27% SmallCap : -46% Within Nifty 50: Top 15 : +42% Next 35 : -20% (MotilalOswal,Bloomberg) #nifty50 #india #StockMarket
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@theMihirV
Mihir Vora
2 years
Nice study by SEBI on Indian traders: > Number of traders up 6x in 3 years, at 45 lakh > 90% make losses > 80% are male > Huge increase in 20-30 old traders > Traders are mostly trading Index Options > Most volumes are from smaller towns
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@theMihirV
Mihir Vora
4 months
Not surprising, given the sharp rise in many share prices
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@theMihirV
Mihir Vora
3 years
75% of banking financial transactions are now DIGITAL .. it was only 15% - just 6 years ago UPI, Mobile and Internet banking lead the transformation Cheque and ATM volumes REDUCE by 15-25% annually (BCG)
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@theMihirV
Mihir Vora
8 months
No country in history has grown fast for long periods of time without creating physical assets (manufacturing capacity, infrastructure, real estate). For many years we have grown by growth in consumption and IT / other services. Now itโ€™s the time for physical-asset led growth
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@theMihirV
Mihir Vora
2 years
A Man wrote to the bank. "My Cheque was returned with remark 'Insufficient funds'. I want to know whether it refers to my account or the Bank" ๐Ÿ˜๐Ÿ˜ these days you canโ€™t be sure
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@theMihirV
Mihir Vora
3 years
Software exports from India are more than oil imports even at todays high oil prices Indiaโ€™s vulnerability is reducing every year as exports/remittances from overseas are growing/stable Good for INR. @chokhani_manish your wish is getting closer to fulfillment every year!
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@theMihirV
Mihir Vora
2 years
@GabbbarSingh We could have a Panchayat Cinematic Universe like the Marvel CU. Many characters can have their own backstories and spin-offs โ€œBanrakas: ek bawasir zindagiโ€ โ€œPhir aana Phakauli bajarโ€
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@theMihirV
Mihir Vora
4 years
How large is large? BSE #of free-float Index stocks m cap โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”โ€”- SmallCap 716 8.8 lakh cr. MidCap 101 7.3 lakh cr. Reliance 1 7.3 lakh cr.
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@theMihirV
Mihir Vora
3 years
Globally there are 56 million millionaires i.e. 0.7% of the world population They own 46% of global wealth (Financial Times)
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@theMihirV
Mihir Vora
2 years
5/ nano DAP soon, help Sri Lanka, transfer of technology to other Indian manufacturers Kudos to IFFCO !
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@theMihirV
Mihir Vora
4 years
โ€œBeyond Indexโ€ This is not a meme, itโ€™s an actual screenshot My sympathies with Delhi folks. Stay safe. Mumbai - is still โ€œunhealthyโ€ - nothing to gloat about... #DelhiAirQuality #DelhiPollution #Delhi
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@theMihirV
Mihir Vora
3 years
#India has done better than so many developed countries It is absolutely infuriating that we have to issue clarification on FACTS - just due to the hypocrisy and bias of the western media
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@theMihirV
Mihir Vora
7 months
Utpal Sheth speaks about Terminal Value Investing approach, Gorilla Stocks Disclaimer: @TrustMutualFund
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@theMihirV
Mihir Vora
3 years
Profits matter. Since 2005, Nasdaq 100 is up 9xโ€ฆand so are profits of Nasdaq companies! So, the valuation of Nasdaq 100 (PE) is the same as in 2005 In comparison, Nifty profits are 2x in USD terms (3x in INR) and the price is up 5x (7x in INR) ,so the P/E is up from 15 to 30
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@theMihirV
Mihir Vora
3 years
Not cool, @flyspicejet Web check-in is compulsory but your website has no seat selection option which is free. So auto-allocation of seats has couples who have to sit apart....
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@theMihirV
Mihir Vora
2 years
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@theMihirV
Mihir Vora
2 years
6/ appreciate if anyone can share some more insights on the economics, efficiency, logistics and Govt policy on this Thanks
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@theMihirV
Mihir Vora
2 years
The recent selling by FIIs is huge from a historical perspective and so is domestic buying FIIs and domestic funds have mostly been on opposite ends since 2009. In the golden period of 2004-7, they were on the same side - leading to one of the longest and sharpest bull-runs
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@theMihirV
Mihir Vora
4 years
Study of 75 companies in China who decided to shift out/ expand capacity outside #China in the past 2.5 years 10% came to #India (population 138cr) 33% went to #Vietnam (population 9cr) 10% #Taiwan (0.7cr) 10% #Thailand (7cr) 7% #Malaysia (3cr) Bernstein Research
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@theMihirV
Mihir Vora
1 year
Cautionary signals. Many equity markets are in โ€˜euphoricโ€™ zone. Sentiments are extremely โ€˜greedyโ€™ and thereโ€™s no โ€˜fearโ€™. Retail investors are in a frenzy. Citiโ€™s greed and fear sentiment indicator is at almost off-the-chart levels
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@theMihirV
Mihir Vora
2 years
Mumbai has become a tragedy for middle-class homebuyers 225 square feet : 1BHK for a person who is paying for a home 300 sq.ft. : size of free apartments for SRA slum dwellers 405 sq.ft. : minimum size proposed for slumdwellers in the Dharavi redevelopment plan 1/
@VishalBhargava5
Vishal Bhargava
2 years
The tragicomedy in Mumbai real estate: "where a buyer of a smaller-size home is subsidizing a slum dweller for a bigger-size home"
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@theMihirV
Mihir Vora
2 years
7/ @rameshraliya @drusawasthi Firstly, many thanks and congratulations to you on this great achievement! Appreciate if you can throw some light on how much reduction in urea usage per acre is possible by using Nano versus conventional method. Thanks
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@theMihirV
Mihir Vora
1 year
Profits drive prices, in the long run. In last 20 years, Nifty and Nifty Profits are both up 10x More importantly, see how closely the two are linked and follow each other. There are periods of over-shoot (expensive market) and under-shoot (attractive, value market), but
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@theMihirV
Mihir Vora
4 years
Indiaโ€™s market cap is Rs. 156 Lakh Crores. A crisp summary showing the breakup of Indiaโ€™s market into Large, Mid, Small Cap - @BSEIndia Indices To help understand the debate around #SEBI move on #MutualFunds exposure to mid and small caps (source: Bloomberg, BSE)
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@theMihirV
Mihir Vora
4 years
20 years: Nifty 10x Gold 10x
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@theMihirV
Mihir Vora
10 months
India: a โ€œperfect emerging marketโ€ Fastest growing Use of technology - AADHAR, UPI are unique national digital infrastructure in the world โ€œ$12 (1000 rupees) smartphoneโ€ Need to create huge infrastructure and capacities like China Demographics Democracy
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@theMihirV
Mihir Vora
4 years
Nifty 11,000 in March to 11,000 now - nice table (WhatsApp fwd pls)
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@theMihirV
Mihir Vora
10 months
Visualizing volatility: Small-caps move wildly. From best performing asset class to worst performing next year. Large-caps less so. Source: Mint
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@theMihirV
Mihir Vora
1 year
Number of folios for Small-Cap funds has gone up by 2.6 times (to 1.3 crore) in the past 2 years For the first time, number of mutual fund folios in Small-Cap funds = number of mutual fund folios in Large-Cap funds. Number of folios in Small-Cap funds is greater than folios in
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@theMihirV
Mihir Vora
5 years
Japan BLOWS away all expectations!! MOTHER of all fiscal stimuli announced - 1 Trillion Dollars - 20% of GDP!! India has still only used the monetary cannon. Need to go all guns blazing with big fiscal howitzers soon. #StimulusPackage2020
@theMihirV
Mihir Vora
5 years
Some more additions to the fiscal army: Stimulus so far (% of GDP) to fight #COVID19 Malaysia 16% China 7% Japan > 10% expected Singapore 11% US 9% Poland 9% Sweden 6% New Zealand 4% Germany 4% Canada 3% Australia Italy UK Spain: 1 to 2% India so far < 1% : lockdown needs more
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@theMihirV
Mihir Vora
3 years
While we are bombarded with negative news, these noble and motivated people focus on doing something about it, whatever they can, ignoring the noise. Nothing can be holier than this. ๐Ÿ™๐Ÿป๐Ÿ™๐Ÿป
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@theMihirV
Mihir Vora
3 years
Electronics will make up half the cost of the car compared to less than 20% twenty years ago Electronics, Software, Connectivity and Machine Learning/ AI are irreversible trends. All for the better Have a great week ahead!
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@theMihirV
Mihir Vora
2 years
I may be late to the party, but definitely need to see #RRR as soon as possible Great review ๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป
@deepsekharc
Deepsekhar Choudhury
2 years
"The thrill of RRR is not the density of its storytelling, thoughโ€”itโ€™s the exuberance of it... If wonder is to be consistently found on the big screen, then Hollywood has plenty of new lessons to learn from its best competitor."
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@theMihirV
Mihir Vora
4 years
1/n (thread) We (India consensus estimates) have been too optimistic in estimating future profits & too slow/ reluctant to project lower, realistic growth The projections have invariably been too bullish, way off the mark and have seen continuous cuts for many years ..2
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@theMihirV
Mihir Vora
4 months
Who owns the stockmarket? Promoters 52% (including Govt.) Retail/HNI 24% -26% (direct and indirectly thus MF / Insurance / EPF/ NPS etc) Foreign Institutions 18%
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@theMihirV
Mihir Vora
3 years
Narratives: 2000 : โ€œInternet is unique, exciting since it is de-centralized, open, canโ€™t be controlled by Governments/ Big Corporationsโ€ 2020 : โ€œCryptos are unique, exciting since they are de-centralized, open, canโ€™t be controlled by Governments/Big Corporationsโ€
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@theMihirV
Mihir Vora
4 years
Recovery: U versus V shape Apple mobility data: India -40% versus pre-COVID USA +40% Germany +37%
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@theMihirV
Mihir Vora
3 years
Simple. Get #vaccinated
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@theMihirV
Mihir Vora
11 months
God bless India and Indian pharmaceutical companies The treatment costs for 4 rare diseases cut from crores of Rupees to a few lakhs, down by 90-95% Link ๐Ÿ‘‡๐Ÿป๐Ÿ‘‡๐Ÿป
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@theMihirV
Mihir Vora
3 years
Bull markets...new definitions ๐Ÿ˜€
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@theMihirV
Mihir Vora
2 years
1/n Hindi cinema (Bollywood) is in a crisis - of content and creativity - and customers are voting with their wallets Bollywood box office collections have dropped alarmingly.. and Hindi cinemaโ€™s share in total Indian box-office collection has dropped from 45% to 33% (Source:
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@theMihirV
Mihir Vora
1 year
Here it is! Excited to be part of TRUST Mutual Fund and the TRUST Group! Look forward to creating value in our own distinct and differentiated way! @TRUSTGrp_India @TrustMutualFund #TRUSTMF #mutualfunds #mutualfundssahihai #equity #debt #investors #growth #india
@TrustMutualFund
TRUST Mutual Fund
1 year
We are delighted to welcome Mihir Vora ( @theMihirV ) as our Chief Investment Officer. Mihir has a distinguished career spanning nearly three decades in investing across asset classes including equity, fixed income, real estate and alternative investment funds. Mihir's knowledge
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@theMihirV
Mihir Vora
3 months
Markets - how we got here. All you need to know in one chart 1) CoVid - massive rate cuts - to almost zero 2) Stocks explode 3) Japanese Yen (JPY) trades in a range 4) inflation picks up, growth strong - US hikes rates.. 5) ..stocks fall 6) JPY also falls, becomes currency
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@theMihirV
Mihir Vora
1 year
Bandra-Kurla complex traffic at 5 pm All internal roads and external connections jammed Even worse later at 6 pm Can take 20 to 40 minutes to get in or out of BKC Difficult to get cabs even at exorbitant rates Infrastructure has reached peak utilization and no traffic
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@theMihirV
Mihir Vora
3 years
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@theMihirV
Mihir Vora
3 years
Another indicator of retail participation / sentiment is also at highs
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@theMihirV
Mihir Vora
3 years
Simple pleasures are the best ๐Ÿ˜ฌ Ambika Dal Vada, Ahmedabad Pic few months old
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@theMihirV
Mihir Vora
2 years
Why banking has outperformed the market : another eye-opening chart In 20 years: Bank credit growth : 1700% Nifty Bank performance: 1700% GDP growth : 1000% So GDP growth = 11.5% compounded Bank Nifty and Credit growth = 17% compounded Credit growth is 1.4 times GDP growth
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@theMihirV
Mihir Vora
1 year
The biggest risk to markets (equity, bonds etc) is interest rates Growth and inflation are both running too high in the developed economies (especially USA) and so Central Banks are hiking interest rates at record speed US bond yields are now at levels last seen 17 -25 years
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@theMihirV
Mihir Vora
3 years
Country index returns for 20 years....Mera Bharat Mahaan!
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@theMihirV
Mihir Vora
2 years
For the first time: The number of ๐˜ฟ๐™š๐™ข๐™–๐™ฉ ๐™–๐™˜๐™˜๐™ค๐™ช๐™ฃ๐™ฉ๐™จ is now ๐™œ๐™ง๐™š๐™–๐™ฉ๐™š๐™ง ๐™ฉ๐™๐™–๐™ฃ the ๐™ฃ๐™ช๐™ข๐™—๐™š๐™ง ๐™ค๐™› ๐™ฉ๐™–๐™ญ ๐™ง๐™š๐™ฉ๐™ช๐™ง๐™ฃ๐™จ filed # Demat accounts: 8.9 crores # ITR filed for FY21: 5.89 crores Demat number exploding, # ITRs is stagnant for a couple of years 1/2
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@theMihirV
Mihir Vora
4 years
Global debt has exploded post the pandemic. If the world was a country or company, what should be the credit rating? 350% debt to GDP (Financial Times)
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@theMihirV
Mihir Vora
2 years
Legend. Fan.
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@theMihirV
Mihir Vora
2 years
@NetflixIndia
Netflix India
2 years
*Takes a deep breath* RYAN GOSLING ๐Ÿ’ฅ CHRIS EVANS ๐Ÿ’ฅ ANA DE ARMAS ๐Ÿ’ฅ DHANUSH ๐Ÿ’ฅ REGร‰-JEAN PAGE ๐Ÿ’ฅ THE GRAY MAN - directed by Anthony and Joe Russo arrives on July 22, only on Netflix! *BRB, taking more deep breaths*
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@theMihirV
Mihir Vora
3 years
1/ Debt created by advanced economies to counter COVID and 2008 Global Financial Crisis is equal to that created during World War 2 Current debt/GDP is at the same level as during WW2. Debt/GDP reduced from 1950 to 1980 by a phase of HIGH-Growth and HIGH-inflation for 30 years
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@theMihirV
Mihir Vora
2 years
Will Mumbai roads be at par with other cities in India now? Fingers crossed. Current situation is dire. Will there be planning for utilities / paver blocks eliminated? Or will we dig the good roads up again every year? Will they be rain-proof?
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@theMihirV
Mihir Vora
4 years
In 11 years, India's market cap is up 250% from 50 Lakh Crores to 175 Lakh Crores In the same time total PSU companies' market cap is flat at around 15 Lakh Crores Glass half full, or half empty?
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@theMihirV
Mihir Vora
3 years
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@theMihirV
Mihir Vora
3 years
2020: Covid: ๐‘ฐ๐’๐’…๐’Š๐’‚ provides medicines to the world 2021: Covid: ๐‘ฐ๐’๐’…๐’Š๐’‚ provides multiple vaccines to the world 2022: War, food shortage: ๐‘ฐ๐’๐’…๐’Š๐’‚ provides food to the world Indiaโ€™s goodness shines, is a guiding light for the world Proud to be ๐Ÿ‡ฎ๐Ÿ‡ณ๐Ÿ‡ฎ๐Ÿ‡ณ๐Ÿ‡ฎ๐Ÿ‡ณ!!
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