Interesting Tweets–June 2017

Before i start with the interesting tweets following are some interesting insights from the monthly AMFI reports.

• Only 2% of the #equity assets of individual #investors from B 15 cities are through the #direct mode compared to 7% from T 15 🙂
• The proportion of direct investments in equity, to the total assets held by individual investors, was about 5.84% in May 2017
• About 26% of assets held by individual investors is from the B15 locations. About 10%
  of institutional assets come from B15 locations.
• Assets from B15 locations have increased from Rs.2.32 lakh cr. in
  May 2016 to Rs.3.41 lakh cr. in May 2017. 46% growth !!
• 18% of the assets of the mutual fund industry came from B15 locations in May 2017. B15 refers to the locations beyond the top 15 !!
• #MutualFunds #SipInflows - 1.4 crore folios and 4584 crore collected in May 2017 !!!

So a lot of money is flowing into markets from various parts of India. We might be looking at a big shift to Mutual Funds from other physical/financial assets. Personally i think this is going to be a multi-year trend. ( This needs a separate post )

Oh look, distributor propaganda "Are direct plans of mutual funds destroying your wealth?" https://t.co/IwMNM3oWYE

— Uptickr (@uptickr) June 15, 2017

MOSL Focused Multicap 35 Fund. 3 years, 6500 Cr AUM, 32% CAGR Now this should be your benchmark to beat! Not some easy to beat obscure index

— Rudra Chowdhury (@prudent_invstor) June 14, 2017

small caps are cheap, dirt cheap pic.twitter.com/wE8KcbdX5i

— Contrarian Arora (@contrarianEPS) June 14, 2017

Basant Maheshwari: "Don't buy a house. Pay rent and buy a basket of Housing Finance Companies"

— alphaideas (@alphaideas) June 9, 2017

In 2007 #rcom was at 7th position in weight age on nifty,unitech had a higher weight age compared to hdfc bank.. even suzlon was in nifty

— Nooresh Merani (@nooreshtech) June 7, 2017

Everytime you look at nifty p-e and EPS and book value and other numbers do remember components change .. survivorship index 1/2

— Nooresh Merani (@nooreshtech) June 7, 2017

Goldman Sachs has a $90 billion market cap and Ant Financial a fintech spinoff and rollup from AliBaba is $60 billion....welcome to 2017

— howardlindzon (@howardlindzon) June 5, 2017

May this remind the "lets get rich quick" syndrome stricken entrepreneurs it takes 20 yrs & 2-3 near death experiences to create any value.. pic.twitter.com/soJetzncAH

— Alok Kejriwal (@rodinhood) June 4, 2017

Mary Meeker’s 2017 internet trends report: All the slides, plus analysis https://t.co/pS5u4zWMaM via @Recode

— Kush Katakia (@kushkatakia) June 1, 2017

"India has a 40% share in the US terry towel market and 48% share in the US bed sheet market"

— alphaideas (@alphaideas) May 29, 2017

Strong revenue growth for companies is not inevitable: very few sectors in India are able to beat nominal GDP growth https://t.co/zPj5Qz4yjf pic.twitter.com/ylAmicikFg

— Neelkanth Mishra (@neelkanthmishra) June 6, 2017

India = #1 Global Market (ex-China) Android Phone Time Spent…
Google Play Downloads > USA (2016), #internettrends pic.twitter.com/m6FvfpPlXD

— Nooresh Merani (@nooreshtech) June 1, 2017

India Entertainment = Weekly Mobile Time Spent @ 7x TV…
45% Mobile Time = Entertainment… #internettrends pic.twitter.com/fAxcPLSDSV

— Nooresh Merani (@nooreshtech) June 1, 2017

India Mobile Usage = A Global Leader vs. Desktop Usage…
~80% of Internet Usage on Mobiles…#internettrends pic.twitter.com/IzuDieE1xW

— Nooresh Merani (@nooreshtech) June 1, 2017

Re-Post - https://t.co/DYjPDEtTBs Analyse India Big Value 4.0 - Advisory Product.

— Nooresh Merani (@nooreshtech) June 1, 2017