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Rakesh Jhunjhunwala To @CNBCTV18News
Thread.. (1/9)
LOCKDOWN IMPACT
- Covid created fear psychosis, this is just a flu
- Infection, deaths per million lowest
- Lockdown imp, but blown out of proportion
- Impact of lockdown not as bad as ppl are expecting
@ShereenBhan
Thread.. (1/9)
LOCKDOWN IMPACT
- Covid created fear psychosis, this is just a flu
- Infection, deaths per million lowest
- Lockdown imp, but blown out of proportion
- Impact of lockdown not as bad as ppl are expecting
@ShereenBhan
Rakesh Jhunjhunwala To @CNBCTV18News
(2/9)
FRUSTRATED WITH PACE
- Despite being a long time bull, now even I am feeling frustrated
- PM spoke about land/labour, nothing been done so far
- Don't want to pre-judge reforms, will wait for govt to execute
@ShereenBhan
(2/9)
FRUSTRATED WITH PACE
- Despite being a long time bull, now even I am feeling frustrated
- PM spoke about land/labour, nothing been done so far
- Don't want to pre-judge reforms, will wait for govt to execute
@ShereenBhan
Rakesh Jhunjhunwala To @CNBCTV18News
(3/9)
FROM A SURE BULL TO A HOPEFUL BULL
- There is no coherent disinvestment policy
- Will only believe what govt does & not what govt says
- From being a sure bull, I have now become a hopeful bull
@ShereenBhan
(3/9)
FROM A SURE BULL TO A HOPEFUL BULL
- There is no coherent disinvestment policy
- Will only believe what govt does & not what govt says
- From being a sure bull, I have now become a hopeful bull
@ShereenBhan
Rakesh Jhunjhunwala To @CNBCTV18News
(4/9)
A NEW BULL MARKET ?
- Typically before a new bull market begins, it shakes out everyone in a severe way, this has played out now
- I remain a eternal bull , hoping this is the beginning of a long new bull market
@ShereenBhan
(4/9)
A NEW BULL MARKET ?
- Typically before a new bull market begins, it shakes out everyone in a severe way, this has played out now
- I remain a eternal bull , hoping this is the beginning of a long new bull market
@ShereenBhan
Rakesh Jhunjhunwala To @CNBCTV18News
(5/9)
SECTORS
- 'How does one year's de-growth matter as long as companies survive in the long term'
- Don't see big recovery in fins before Nov/Dec; remains in buy zone
- Pharma can see long term bull market
@ShereenBhan
(5/9)
SECTORS
- 'How does one year's de-growth matter as long as companies survive in the long term'
- Don't see big recovery in fins before Nov/Dec; remains in buy zone
- Pharma can see long term bull market
@ShereenBhan
Rakesh Jhunjhunwala To @CNBCTV18News
(6/9)
SECTORS
- Some of the biggest winners will be found in most beaten down sectors, metals one of them
- Aviation will take time to come back, best to keep away
- Hotels, construction, restaurants sector will come back
@ShereenBhan
(6/9)
SECTORS
- Some of the biggest winners will be found in most beaten down sectors, metals one of them
- Aviation will take time to come back, best to keep away
- Hotels, construction, restaurants sector will come back
@ShereenBhan
Rakesh Jhunjhunwala To @CNBCTV18News
(7/9)
RBI & GOVT MEASURES
- RBI should allow 1-time restructuring of loans
- Govt should just focus completely on ease of doing business
- Think govt will give stimulus after assessing the situation
@ShereenBhan
(7/9)
RBI & GOVT MEASURES
- RBI should allow 1-time restructuring of loans
- Govt should just focus completely on ease of doing business
- Think govt will give stimulus after assessing the situation
@ShereenBhan
Rakesh Jhunjhunwala To @CNBCTV18News
(8/9)
RBI & GOVT MEASURES
- See no reason why India should not borrow money from overseas
- We should not pay too much attention to sovereign rating agencies
@ShereenBhan
(8/9)
RBI & GOVT MEASURES
- See no reason why India should not borrow money from overseas
- We should not pay too much attention to sovereign rating agencies
@ShereenBhan
Rakesh Jhunjhunwala To @CNBCTV18News
(9/9)
BIG RISKS FOR INDIA
2 big risks for India:
a) No reform,
b) re-occurrence of Covid-19 cases in a big way
@ShereenBhan
***End Of Thread***
(9/9)
BIG RISKS FOR INDIA
2 big risks for India:
a) No reform,
b) re-occurrence of Covid-19 cases in a big way
@ShereenBhan
***End Of Thread***
