WealthBasket

Unlock insights into the evolving stock broking ecosystem and uncover key industry trends with Ujjwal Jain, CEO of Share.Market. Discover what’s shaping the future of the stock market at our live discussion on 19th September, 3:00 PM. #Partnered | Share.Market by PhonePe

Stock level research report has been prevalent in Indian Stock Broking Industry for the longest time. Typical actions include Buy, Hold, Sell, Underweight, Overweight, Target Price, Target Price with Stop Loss, etc. Research models also largely revolve around Fundamentals and Technicals. Till today news channels call Stock Researchers for their calls around these themes. At Investor or Trader level, who suppose to look at these research reports and make Investing and Trading choices still have to track all these calls, build their own mental maps around what bought under long term or short term, identify how much money to put and also exit when those exit or underweight calls come. Here is the catch. Most of these Investors and Traders lacks product experiences to consume these research reports in a logical way to systematically create wealth. Also they will not act on all the calls provided by these research report providers and will put their own biases which stocks to enter and which not to enter. Also no systematic approach how much to allocate to specific stock. In the process, they build a portfolio from a selective set of stocks with multiple biases and in some cases build concentrated stocks portfolio. When we started working on building the WealthBasket Platform in 2016, we started looking at research regulations and current practices. We realized there is an opportunity to provide a powerful Research Construct to look at set of Stocks together combined in a scientific way and on Customer side, ability to Invest in these research powered WealthBaskets in a systematic and compliant way reducing all forms of biases that create impediments in Investor or Trader journey. It took us almost 3 years of building the Platform first to make sure research can be provided in a WealthBasket construct. But the challenge was where are the Researchers who are doing research for a group of stocks together. Globally, this is done powered by Quantitative research, other synonyms being Factor/Smart Beta is a very well practiced strategy to build portfolios. Most prevalent factors being Momentum, Quality, Value, Size, Yield and Market Cap. This brought another opportunity to build grounds up Quantitative Research based Platform and bring that research in form of WealthBaskets to start with. That led to launch of OpenQ with Sujit Modi. Today SharedotMarket integrates Quant Research powered WealthBasket on core Broking Platform & have set the foundation of building Intelligence layer on top of Broking starting with WealthBaskets in Direct Stocks and ETFs. The journey expands now to power more Intelligence led tools and offerings in Stocks and MFs. Also on F&O side bring powerful tools for Trading community. That is still a work in progress. We continue to get feed backs from our precious early customers who are evangelist more than Customers to get bolder in our vision to elevate Discount Broking by bringing Intelligence at scale.

Big Boost for Indian Defence Industry! 💪 The Defence Acquisition Council has approved proposals worth Rs 2.23 lakh crore, with 98% sourced within India! This includes: 👉 Anti-tank munitions for neutralizing enemy vehicles and personnel 👉 Powerful new artillery guns 👉 Advanced missiles for the Navy 👉 Light combat helicopters and aircraft This move signifies a major push towards self-reliance in the defense sector, boosting the 'Made in India' initiative. Additionally, a new mandate requires 50% indigenous content in all future procurements, and support for startups and MSMEs has been strengthened. Stocks which may be affected by this announcement: 👉 PTC INDUSTRIES LTD 👉 DCX SYSTEMS LTD 👉 BHARAT DYNAMICS LTD 👉 MAZGAON DOCK 👉 GARDEN REACH SHIPBUILDERS 👉 BHARAT DYNAMICS 👉 HINDUSTAN AERONAUTICS 👉 DATA PATTERNS 👉 BHARAT ELECTRONICS 👉 COCHIN SHIPYARD 👉 L&T 👉 HFCL Ltd 👉 HBL POWER SYSTEMS LTD 👉 PREMIER EXPLOSIVES LTD Note: The above mentioned securities are exclusively for educational and informational purposes only and should not be treated as a recommendation. #sharemarket #DefenceAcquisition #MakeInIndia #Atmanirbharta #defence

Everybody says to invest for the long term - but 𝐰𝐡𝐚𝐭 𝐢𝐬 𝐥𝐨𝐧𝐠 𝐭𝐞𝐫𝐦? What is the minimum holding period which qualifies as long-term? Long enough so that the asset stops giving negative returns on a rolling basis. We used this logic to compute minimum holding periods for asset classes like equity, gold and debt in India. Here’s what you should know 👇 [1] 𝐌𝐢𝐧𝐢𝐦𝐮𝐦 𝐇𝐨𝐥𝐝𝐢𝐧𝐠 𝐏𝐞𝐫𝐢𝐨𝐝 𝐚𝐧𝐝 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐂𝐨𝐬𝐭: If one asset has higher minimum holding period than the other, then there’s higher opportunity cost associated with it. This is because the investor is required to remain invested for a longer time, potentially missing out on other investment opportunities. [2] 𝐇𝐢𝐠𝐡𝐞𝐫 𝐄𝐱𝐩𝐞𝐜𝐭𝐞𝐝 𝐑𝐞𝐭𝐮𝐫𝐧𝐬 𝐟𝐨𝐫 𝐋𝐨𝐧𝐠𝐞𝐫 𝐇𝐨𝐥𝐝𝐢𝐧𝐠 𝐏𝐞𝐫𝐢𝐨𝐝𝐬: Assets with a longer minimum holding period should ideally compensate investors with higher expected returns to justify the higher opportunity cost. [3] 𝐓𝐚𝐤𝐢𝐧𝐠 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐃𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐁𝐚𝐬𝐞𝐝 𝐨𝐧 𝐇𝐨𝐥𝐝𝐢𝐧𝐠 𝐏𝐞𝐫𝐢𝐨𝐝𝐬: If two assets have similar return profiles but different minimum holding periods, the asset with the shorter holding period is preferred. This allows investors to achieve similar returns with a lower opportunity cost. We use these principles to build WealthBaskets with precision based on our factor-based models. Trying to achieve similar/higher returns with a lower/same opportunity cost budget. #sharemarket #wealthbasket #india #investing #equity

India saved a whopping $2.7 billion by buying cheaper Russian oil in the first nine months of the year. Now, Russia is India's #1 oil source, beating out Iraq and Saudi Arabia. This big win has OPEC nations rethinking their 'Asian Premium' policy. What is Asian Premium? Asian Premium is an extra charge collected by OPEC countries from Asian buyers compared to Western buyers. It has been in place since the 1980s. Why is it charged? Asian countries are heavily dependent on oil imports and are essentially price-takers. This means that oil exporters have the upper hand in negotiations and can squeeze Asian importers while charging lower prices to their American and European counterparts. Additionally, Gulf states like Saudi Arabia supply a significant portion of their oil exports to the United States and Europe in order to maintain military and political support. This creates a pricing disparity known as the ‘North Atlantic Discount’. What is India’s stance on this? India has repeatedly called for the removal of the Asian Premium and has even proposed an ‘Asian Discount’ instead. India has also been diversifying its oil import sources in an effort to secure more cost-effective options. The Russia-Ukraine war has given India an opportunity to leverage its position and put pressure on OPEC to end the Asian Premium. How you may ask? After Russia declared war on Ukraine there was substantial pressure from the international community on India to stop importing crude from Russia. However, India continued to buy crude from Russia. In return Russia showed goodwill towards India and offered to sell its crude at a discounted price, thus reducing buying costs for India. What did Saudi Arabia do in response? As a countermeasure, Saudi Arabia has now reduced the Asian premium it charges on oil exports to India from $10 per barrel last year to $3.5 per barrel. How does this help Asian countries? The end of the Asian Premium would be a positive development for India and other Asian countries. It would lead to lower energy costs and boost economic growth. It would also reduce Asia's dependence on OPEC countries. Thus changing global oil dynamics and shifting the power balance from oil producers to oil consumers. #sharemarket #asianpremium #oilandgas #asian #opec #russia

Had you invested in Maruti stock instead of buying a Maruti car in 1990s, you would have been a crorepati - but you did not! 🙂 Had you invested in Kodak stock instead of buying its camera in 1990s, you would have lost all your money - but you did not! 🙂 Don't worry! Much more opportunities exist today that you as a consumer can identify and generate wealth. But you also have to exercise caution in avoiding all future duds. Always try to be on the right side of the trade by investing in what you consume, only after it filters through our quant research. Explore India Consumption WealthBasket on Share.Market today! #invest #investing #sharemarket #stockmarket #India

Join us on 19th October at 4 pm for the first session of ‘Mutual Funडे by Share.Market'. In this session, we will discuss how the current geopolitical situation could affect Indian equity markets with Nilesh Shah, Managing Director of Kotak Mahindra AMC. Register Now: http://bit.ly/3RXs3BU #sharemarket #mutualfunday #webinar #mutualfunds #investing #india

The All India Consumer Price Index (CPI) came in at 5.02% for the month of September 2023. This was lower than what the street was expecting. Wait. What is inflation? And, most importantly, why should you care? Let’s take a look at inflation, and understand how it is connected with GDP. And well, why does it affect folks like you and me? #sharemarket #inflation #gdp #cpi

We bet you didn't know these intriguing facts about the income statement of the richest cricket board in the world - BCCI! ▶ Over 50% of BCCI's revenue is fueled by the IPL, with a whopping 18% growth rate. ▶ The IPL generates a surplus greater than the combined revenue of Sri Lanka, South Africa, New Zealand, Pakistan, Bangladesh, and Afghanistan Cricket boards! ▶ Viacom18 snagged the media rights for the Sep'23 - Mar'28 window for a staggering Rs 5,963 crores. ▶ The West Indies Tour to India in February 2022 raked in the most money for the Board out of all international tours. ▶ ICC allocates a whopping 40% of its net earnings to BCCI, while no other member receives a double-digit percentage share (England - 7%, Australia - 6%). ▶ BCCI boasts deposits worth ₹10,991 Crores, earning substantial interest income. ▶ Key sponsors include IDFC First Bank, Dream 11, Adidas, SBI Life, and Viacom 18. ▶ Indian players enjoy annual salaries based on their category, in addition to match fees: 👉 Grade A+: ₹7 Crore (4 players) 👉 Grade A: ₹5 Crore (5 players) 👉 Grade B: ₹3 Crore (6 players) 👉 Grade C: ₹1 Crore (11 players) ▶ BCCI's commitment to domestic cricket sees them spending ₹240 Crores to host tournaments nationwide. ▶ BCCI spends 50% of its expenditure to State boards in hosting matches and organizing tournaments. #sharemarket #ICCWorldCup #BCCI #worldcup2023

"Cricket Clash of Economies: India vs Australia 🏏 " As the world eagerly watches the thrilling World Cup cricket match today, let's take a moment to appreciate the economic prowess of these cricketing giants. Australia and India, two powerhouse nations, who don't just excel on the cricket pitch but also in their economic arenas. While Australia boasts a stable and prosperous economy with abundant natural resources, India's diverse and rapidly growing economy fuels its incredible potential. This infographic captures the economic strengths and unique attributes of both nations, showcasing that beyond cricket, they stand as formidable contenders on the global stage. The match is not just a game; it's a clash of two economic titans. Who will emerge victorious on and off the field?   #CricketEconomics #INDvsAUS #WorldCup2023 #infographic