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FinTrekk

FinTrekk

By Amit Kumar Gupta

FinTrekk attempts to demystify things related to finance, capital markets and investments. We describe what we see on the ground, not just what we read or hear in the noise.
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Hold your running horses

FinTrekkJun 19, 2023

00:00
07:24
Hold your running horses

Hold your running horses

India has overtaken China in terms of population and the sentiment in stock markets is running wild. In this edition of the fintrekk podcast, we discuss how running wild horses via excel sheets for Indian stock market investments is not advisable and likely to lead to disappointment. More safer money can be made by just being more realistic on Indian prospects.


***

Amit Kumar Gupta, founder Fintrekk Capital, is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: ⁠⁠https://fintrekkcapital.com/⁠⁠


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: ⁠⁠support@fintrekkcapital.com⁠⁠

WhatsApp: ⁠⁠https://wa.me/7011106044⁠⁠


***


Follow Fintrekk Capital social media handles:

Facebook : ⁠⁠https://www.facebook.com/profile.php?id=100083896525391⁠⁠

Twitter : ⁠⁠https://twitter.com/fintrekk⁠⁠

LinkedIn : ⁠⁠https://www.linkedin.com/company/82578376/admin/⁠⁠

Spotify: ⁠⁠https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y⁠⁠


***


Follow Amit Kumar Gupta on Social media:


Twitter: ⁠⁠https://twitter.com/amitgupta0310⁠⁠

Instagram: ⁠⁠https://www.instagram.com/amitgupta0310/⁠⁠

Linkedin : ⁠⁠https://www.linkedin.com/in/amit-kumar-gupta-18316418a/⁠⁠

#AKGweeklycharts : ⁠⁠https://amitkumargupta.substack.com/⁠⁠

#AKGweekendreadings: ⁠⁠https://amitgupta.substack.com/⁠⁠


***

Subscribe our strategies on  smallcase  : ⁠⁠fintrekkcapital.smallcase.com⁠⁠.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.

Jun 19, 202307:24
Relative vs Absolute returns

Relative vs Absolute returns

The relative return argument serves no purpose for those investors who are depending on their portfolio of financial investments to meet key goals of their life. On the other hand, Absolute return argument is preferred by those who require a constant source of income from the markets. In this edition of the fintrekk podcast, we discuss the Relative vs Absolute returns argument in investment strategy.


***

Amit Kumar Gupta, founder Fintrekk Capital, is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: ⁠support@fintrekkcapital.com⁠

WhatsApp: ⁠https://wa.me/7011106044⁠


***


Follow Fintrekk Capital social media handles:

Facebook : ⁠https://www.facebook.com/profile.php?id=100083896525391⁠

Twitter : ⁠https://twitter.com/fintrekk⁠

LinkedIn : ⁠https://www.linkedin.com/company/82578376/admin/⁠

Spotify: ⁠https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y⁠


***


Follow Amit Kumar Gupta on Social media:


Twitter: ⁠https://twitter.com/amitgupta0310⁠

Instagram: ⁠https://www.instagram.com/amitgupta0310/⁠

Linkedin : ⁠https://www.linkedin.com/in/amit-kumar-gupta-18316418a/⁠

#AKGweeklycharts : ⁠https://amitkumargupta.substack.com/⁠

#AKGweekendreadings: ⁠https://amitgupta.substack.com/⁠


***

Subscribe our strategies on  smallcase  : ⁠fintrekkcapital.smallcase.com⁠.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.


Jun 14, 202305:36
Infra delivery in India

Infra delivery in India

Infra and construction are hot sectors to invest today given the government capex push into them ahead of General elections 2024. In this edition of Fintrekk Podcast, we take a look at the history of infra and construction sectors in India specially during the boom phase of 2003-2008 and explains how one needs to have a selective approach in Investing with them given the pitfalls.


Amit Kumar Gupta, founder Fintrekk Capital, is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: ⁠support@fintrekkcapital.com⁠

WhatsApp: ⁠https://wa.me/7011106044⁠


***


Follow Fintrekk Capital social media handles:

Facebook : ⁠https://www.facebook.com/profile.php?id=100083896525391⁠

Twitter : ⁠https://twitter.com/fintrekk⁠

LinkedIn : ⁠https://www.linkedin.com/company/82578376/admin/⁠

Spotify: ⁠https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y⁠


***


Follow Amit Kumar Gupta on Social media:


Twitter: ⁠https://twitter.com/amitgupta0310⁠

Instagram: ⁠https://www.instagram.com/amitgupta0310/⁠

Linkedin : ⁠https://www.linkedin.com/in/amit-kumar-gupta-18316418a/⁠

#AKGweeklycharts : ⁠https://amitkumargupta.substack.com/⁠

#AKGweekendreadings: ⁠https://amitgupta.substack.com/⁠


***

Subscribe our strategies on  smallcase  : ⁠fintrekkcapital.smallcase.com⁠.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.


Jun 13, 202307:40
FOMO is Injurious

FOMO is Injurious

We have often seen people regretting investment decisions because they always come across stocks which are doing better than their current bets. In this edition of the Fintrekk Capital Podcast, we discuss the pitfalls of FOMO investing in context of few examples and why it should be avoided. ***

Amit Kumar Gupta, founder Fintrekk Capital, is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: ⁠support@fintrekkcapital.com⁠

WhatsApp: ⁠https://wa.me/7011106044⁠


***


Follow Fintrekk Capital social media handles:

Facebook : ⁠https://www.facebook.com/profile.php?id=100083896525391⁠

Twitter : ⁠https://twitter.com/fintrekk⁠

LinkedIn : ⁠https://www.linkedin.com/company/82578376/admin/⁠

Spotify: ⁠https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y⁠


***


Follow Amit Kumar Gupta on Social media:


Twitter: ⁠https://twitter.com/amitgupta0310⁠

Instagram: ⁠https://www.instagram.com/amitgupta0310/⁠

Linkedin : ⁠https://www.linkedin.com/in/amit-kumar-gupta-18316418a/⁠

#AKGweeklycharts : ⁠https://amitkumargupta.substack.com/⁠

#AKGweekendreadings: ⁠https://amitgupta.substack.com/⁠


***

Subscribe our strategies on  smallcase  : ⁠fintrekkcapital.smallcase.com⁠.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.


Jun 12, 202305:49
Moral ambugity is part of Indian life

Moral ambugity is part of Indian life

In the past month, there have been many instances of ethical dilemmas in daily life which have further raised doubts in our mind about the health of the Indian economy and sustainability of some new age business models. In this edition of Fintrekk Capital Podcast, we discuss some of these moral instances and relate them to our investment strategy of not investing in this new-age business.

***

Amit Kumar Gupta, founder Fintrekk Capital, is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: ⁠support@fintrekkcapital.com⁠

WhatsApp: ⁠https://wa.me/7011106044⁠


***


Follow Fintrekk Capital social media handles:

Facebook : ⁠https://www.facebook.com/profile.php?id=100083896525391⁠

Twitter : ⁠https://twitter.com/fintrekk⁠

LinkedIn : ⁠https://www.linkedin.com/company/82578376/admin/⁠

Spotify: ⁠https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y⁠


***


Follow Amit Kumar Gupta on Social media:


Twitter: ⁠https://twitter.com/amitgupta0310⁠

Instagram: ⁠https://www.instagram.com/amitgupta0310/⁠

Linkedin : ⁠https://www.linkedin.com/in/amit-kumar-gupta-18316418a/⁠

#AKGweeklycharts : ⁠https://amitkumargupta.substack.com/⁠

#AKGweekendreadings: ⁠https://amitgupta.substack.com/⁠


***

Subscribe our strategies on  smallcase  : ⁠fintrekkcapital.smallcase.com⁠.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.

Jun 09, 202305:46
HUL royalty issue is apathy of common Indians towards IPR

HUL royalty issue is apathy of common Indians towards IPR

Total apathy of common Indians towards intellectual property rights (IPR) of the originators is appalling. The disdain shown by a large majority of the population could easily be listed as one of the major inhibitors of faster growth in India. Given this background, the reaction of investors to the news of Unilever Plc hiking royalty to be charged from its Indian subsidiary Hindustan Unilever Limited (HUL) is understandable. We discuss IPR and HUL royalty issue in this edition of Fintrekk Capital Podcast.

***

Amit Kumar Gupta, founder Fintrekk Capital, is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: ⁠support@fintrekkcapital.com⁠

WhatsApp: ⁠https://wa.me/7011106044⁠


***


Follow Fintrekk Capital social media handles:

Facebook : ⁠https://www.facebook.com/profile.php?id=100083896525391⁠

Twitter : ⁠https://twitter.com/fintrekk⁠

LinkedIn : ⁠https://www.linkedin.com/company/82578376/admin/⁠

Spotify: ⁠https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y⁠


***


Follow Amit Kumar Gupta on Social media:


Twitter: ⁠https://twitter.com/amitgupta0310⁠

Instagram: ⁠https://www.instagram.com/amitgupta0310/⁠

Linkedin : ⁠https://www.linkedin.com/in/amit-kumar-gupta-18316418a/⁠

#AKGweeklycharts : ⁠https://amitkumargupta.substack.com/⁠

#AKGweekendreadings: ⁠https://amitgupta.substack.com/⁠


***

Subscribe our strategies on  smallcase  : ⁠fintrekkcapital.smallcase.com⁠.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.

Jun 08, 202307:38
All that glitters on social media is NOT golden advice.

All that glitters on social media is NOT golden advice.

A stroll through the social media timelines of several self-claimed extremely successful investors and traders (popularly known as finfluencers) would indicate that there are thousands of people who have made extraordinary returns from stock markets in India. In this edition of the Fintrekk capital podcast, We discuss this investment anamoly in a social media filled time of finding ideas and discuss how all that glitters is not gold.

***

Amit Kumar Gupta, founder Fintrekk Capital, is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: ⁠support@fintrekkcapital.com⁠

WhatsApp: ⁠https://wa.me/7011106044⁠


***


Follow Fintrekk Capital social media handles:

Facebook : ⁠https://www.facebook.com/profile.php?id=100083896525391⁠

Twitter : ⁠https://twitter.com/fintrekk⁠

LinkedIn : ⁠https://www.linkedin.com/company/82578376/admin/⁠

Spotify: ⁠https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y⁠


***


Follow Amit Kumar Gupta on Social media:


Twitter: ⁠https://twitter.com/amitgupta0310⁠

Instagram: ⁠https://www.instagram.com/amitgupta0310/⁠

Linkedin : ⁠https://www.linkedin.com/in/amit-kumar-gupta-18316418a/⁠

#AKGweeklycharts : ⁠https://amitkumargupta.substack.com/⁠

#AKGweekendreadings: ⁠https://amitgupta.substack.com/⁠


***

Subscribe our strategies on  smallcase  : ⁠fintrekkcapital.smallcase.com⁠.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.


***

Jun 07, 202305:18
4th Industrial revolution unfolds

4th Industrial revolution unfolds

“Fourth Industrial Revolution” is one of the most popular buzzwords these days. One gets to hear this almost every day in one context or the other. Business leaders, administrators, policy makers and money managers etc. have been using it in their presentations and interactions. In this edition of the Fintrekk Capital Podcast, we discuss this term and its economic implications in investment strategy.

***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: support@fintrekkcapital.com

WhatsApp: https://wa.me/7011106044


***


Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391

Twitter : https://twitter.com/fintrekk

LinkedIn : https://www.linkedin.com/company/82578376/admin/

Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y


***


Follow Amit Kumar Gupta on Social media:


Twitter: https://twitter.com/amitgupta0310

Instagram: https://www.instagram.com/amitgupta0310/

Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

#AKGweeklycharts : https://amitkumargupta.substack.com/

#AKGweekendreadings: https://amitgupta.substack.com/


***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.


***


Jun 05, 202305:57
Beyond Statistics

Beyond Statistics

Recently, the growth in per capita GDP of India has been in the news. The government statistics claim that per capita income of India has almost doubled in the past nine years. This claim has generated intense discussion over the economic performance of the incumbent government; especially relative to the previous UPA government (2004-2014). In this latest edition of the Fintrekk podcast, we discuss why investors should look into this debate at a more deeper level rather than making decisions at superficial level.

***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: support@fintrekkcapital.com

WhatsApp: https://wa.me/7011106044


***


Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391

Twitter : https://twitter.com/fintrekk

LinkedIn : https://www.linkedin.com/company/82578376/admin/

Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y


***


Follow Amit Kumar Gupta on Social media:


Twitter: https://twitter.com/amitgupta0310

Instagram: https://www.instagram.com/amitgupta0310/

Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

#AKGweeklycharts : https://amitkumargupta.substack.com/

#AKGweekendreadings: https://amitgupta.substack.com/


***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.


***

May 26, 202308:52
Plaza Anvil 2.0 on the radar?

Plaza Anvil 2.0 on the radar?

The current situation in the US is no different from the early 1980s. Inflation is high. Rates are at all time peak. The USD has strengthened though down from peak. The trade deficit is now with China, instead of Germany and Japan then. The growth has slowed down materially. But the stock market implied volatility is impudently low. In this latest edition of the Fintrekk podcast, we talk about the history of Plaza Anvil 2.0 and the similarities from current economic situation.


***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: support@fintrekkcapital.com

WhatsApp: https://wa.me/7011106044


***


Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391

Twitter : https://twitter.com/fintrekk

LinkedIn : https://www.linkedin.com/company/82578376/admin/

Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y


***


Follow Amit Kumar Gupta on Social media:


Twitter: https://twitter.com/amitgupta0310

Instagram: https://www.instagram.com/amitgupta0310/

Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

#AKGweeklycharts : https://amitkumargupta.substack.com/

#AKGweekendreadings: https://amitgupta.substack.com/


***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.

***


May 25, 202306:36
In crisis – strong leadership is what would matter the most

In crisis – strong leadership is what would matter the most

In this latest edition of the Fintrekk podcast, we talk about how non-USD trade is expanding though details are still sketchy. In this light, the USD as reserve global currency is sustainable or not - time will tell.


***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/


***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: support@fintrekkcapital.com

WhatsApp: https://wa.me/7011106044


***


Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391

Twitter : https://twitter.com/fintrekk

LinkedIn : https://www.linkedin.com/company/82578376/admin/

Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y


***


Follow Amit Kumar Gupta on Social media:


Twitter: https://twitter.com/amitgupta0310

Instagram: https://www.instagram.com/amitgupta0310/

Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

#AKGweeklycharts : https://amitkumargupta.substack.com/

#AKGweekendreadings: https://amitgupta.substack.com/


***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.

***


May 24, 202307:29
US debt limit crisis - Once again!

US debt limit crisis - Once again!

In this latest edition of the Fintrekk podcast, we talk about how US debt limit crisis is again rearing its head, a brief background and should investors assume zero probability of a six sigma event.

***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.


To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/

***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: support@fintrekkcapital.com

WhatsApp: https://wa.me/7011106044

***

Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391

Twitter : https://twitter.com/fintrekk

LinkedIn : https://www.linkedin.com/company/82578376/admin/

Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y

***

Follow Amit Kumar Gupta on Social media:

Twitter: https://twitter.com/amitgupta0310

Instagram: https://www.instagram.com/amitgupta0310/

Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

#AKGweeklycharts : https://amitkumargupta.substack.com/

#AKGweekendreadings: https://amitgupta.substack.com/


***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com.


***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.

***

May 17, 202306:27
Has the end-game begun for USD?

Has the end-game begun for USD?

In this latest edition of the Fintrekk podcast, we talk about two historical incidents of the US financial markets when just like 2022, we had negative returns on BOTH equity and bond markets. Given similar conditions prevailing now at the start of 2023, we discuss has the end-game of USD may have just begun.

***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.

To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/

***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: support@fintrekkcapital.com

WhatsApp: https://wa.me/7011106044

***

Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391

Twitter : https://twitter.com/fintrekk

LinkedIn : https://www.linkedin.com/company/82578376/admin/

Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y

***

Follow Amit Kumar Gupta on Social media:

Twitter: https://twitter.com/amitgupta0310

Instagram: https://www.instagram.com/amitgupta0310/

Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

#AKGweeklycharts : https://amitkumargupta.substack.com/

#AKGweekendreadings: https://amitgupta.substack.com/

***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com.

Use Discount 'FC2023' to get 23% discount across all plans and strategies on Smallcase.

***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.

***

Jan 25, 202307:29
The Crisis of Joshimath

The Crisis of Joshimath

In this latest edition of the Fintrekk podcast, we talk about the ongoing crisis of Joshimath which has been in the news for the wrong reasons. About 20000 inhabitants of Joshimath are living in extreme fear as their homes have developed big cracks; and could collapse anytime. We discuss the contours of how this situation has developed over past 4 decades, current scenario and provide few suggestions on how to preserve tourism during Char Dham Yatra.

***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.

To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/

***

For general enquiries, reach us at:

Phone: +91 7011106044

Email: support@fintrekkcapital.com

WhatsApp: https://wa.me/7011106044

***

Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391

Twitter : https://twitter.com/fintrekk

LinkedIn : https://www.linkedin.com/company/82578376/admin/

Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y

***

Follow Amit Kumar Gupta on Social media:

Twitter: https://twitter.com/amitgupta0310

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Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

#AKGweeklycharts : https://amitkumargupta.substack.com/

#AKGweekendreadings: https://amitgupta.substack.com/

***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com.

Use Discount 'FC2023' to get 23% discount across all plans and strategies on Smallcase.

***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.

***


Jan 23, 202307:38
T+1 Settlement in Indian Financial Markets

T+1 Settlement in Indian Financial Markets

In this latest edition of the Fintrekk podcast, we discuss how the history of settlement cycle changed in India in the year 1997. New T+1 settlement in Indian financial markets which is coming into effect from Jan 27 would allow the buyers and sellers to get shares and money in their accounts one day after the trade ends. Currently, the market follows the T+2 settlement system. Under this, the buyers and sellers get their shares and funds in the Demat account on the third working day including the day of the trade. A shorter settlement cycle could give the investors the freedom to trade more as the rolling of funds would be faster.

***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.

To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/

***

For general enquiries, reach us at:

Phone: +91 7011106044 

Email: support@fintrekkcapital.com

WhatsApp: https://wa.me/7011106044

***

Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391

Twitter : https://twitter.com/fintrekk

LinkedIn : https://www.linkedin.com/company/82578376/admin/

Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y

***

Follow Amit Kumar Gupta on Social media:

Twitter: https://twitter.com/amitgupta0310

Instagram: https://www.instagram.com/amitgupta0310/

Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

#AKGweeklycharts : https://amitkumargupta.substack.com/

#AKGweekendreadings: https://amitgupta.substack.com/

***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com

Use Discount 'FC2023' to get 23% discount across all plans and strategies on Smallcase.

***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.

***

Jan 22, 202306:19
Should investors see through Free Food Subsidy politics?

Should investors see through Free Food Subsidy politics?

In this latest edition of the Fintrekk podcast, we discuss GOI's integrated food security scheme effective from 1 Jan, 2023 which is estimated to cost the central government rupees two trillion. Under the scheme, the government would provide 5kg food grains per person to Priority Households (PHH) beneficiaries and 35 kg per household to Antyodaya Anna Yojana (AAY) beneficiaries, free of cost. We discuss brief background of these two schemes - PMGKAY and NFSA and why the criticism is unwanted for the new integrated scheme.

***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.

To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/

***

For general enquiries, reach us at:

Phone: +91 7011106044
Email: support@fintrekkcapital.com
WhatsApp: https://wa.me/7011106044

***

Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391
Twitter : https://twitter.com/fintrekk
LinkedIn : https://www.linkedin.com/company/82578376/admin/
Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y

***

Follow Amit Kumar Gupta on Social media:

Twitter: https://twitter.com/amitgupta0310
Instagram: https://www.instagram.com/amitgupta0310/
Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/
#AKGweeklycharts : https://www.getrevue.co/profile/amitgupta0310
#AKGweekendreadings: https://amitgupta.substack.com/

***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com. Use Discount 'FC2023' to get 23% discount across all plans and strategies on Smallcase.

***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.  

***

Jan 04, 202307:47
Greed' and 'Fear' in financial markets at threshold of CY23

Greed' and 'Fear' in financial markets at threshold of CY23

In this latest edition of the Fintrekk podcast, we discuss intense war between the forces of “Greed” and “Fear” in the financial markets at threshold of CY23. Both the forces have won some battles and lost some since Covid pandemic. Though the benchmark indices close to their all-time high levels might give an illusion of decisive victory of for the forces of “Greed”, underperformance of the broader markets in the past one year indicate that the forces of “Fear” have not yielded much ground. We discuss the factors favouring both bulls (Greed) and bears (Fear).

***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.

To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/

***

For general enquiries, reach us at:

Phone: +91 7011106044
Email: support@fintrekkcapital.com
WhatsApp: https://wa.me/7011106044

***

Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391
Twitter : https://twitter.com/fintrekk
LinkedIn : https://www.linkedin.com/company/82578376/admin/
Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y

***

Follow Amit Kumar Gupta on Social media:

Twitter: https://twitter.com/amitgupta0310
Instagram: https://www.instagram.com/amitgupta0310/
Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/
#AKGweeklycharts : https://www.getrevue.co/profile/amitgupta0310
#AKGweekendreadings: https://amitgupta.substack.com/

***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com

***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.  ***


Dec 13, 202205:50
Nifty at 18800 - what now for investors?

Nifty at 18800 - what now for investors?

In this latest edition of the Fintrekk podcast, we discuss scaling new All-time highs of Nifty above 18600. With benchmark indices comfortably trading at around 18800, what are the risks involved in equity investing. We discuss 4 factors critical to understand the risk-reward for our investments in the equity strategies.

***

Amit Kumar Gupta, founder Fintrekk Capital is a SEBI Registered Invidual Research Analyst (INH100009327). We offer subscription based equity research services specialising in identifying emerging and fundamentally strong busines in Indian markets.

To know more about who we are, and what we do, visit our website: https://fintrekkcapital.com/

***

For general enquiries, reach us at:

Phone: +91 7011106044
Email: support@fintrekkcapital.com
WhatsApp: https://wa.me/7011106044

***

Follow Fintrekk Capital social media handles:

Facebook : https://www.facebook.com/profile.php?id=100083896525391
Twitter : https://twitter.com/fintrekk
LinkedIn : https://www.linkedin.com/company/82578376/admin/
Spotify: https://open.spotify.com/show/2iySw5lmTaRFcbtcR1mv5y

***

Follow Amit Kumar Gupta on Social media:

Twitter: https://twitter.com/amitgupta0310
Instagram: https://www.instagram.com/amitgupta0310/
Linkedin : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/
#AKGweeklycharts : https://www.getrevue.co/profile/amitgupta0310
#AKGweekendreadings: https://amitgupta.substack.com/

***

Subscribe our strategies on  smallcase  : fintrekkcapital.smallcase.com

***

Disclaimer: The Audio Content has been made available for informational and educational purposes only. This is not intended to be a substitute for professional advice. Always seek the advice of your financial advisor with any questions you may have regarding your investments. Never disregard professional advice or delay in seeking it because of something you have read or seen on the Internet.  ***

Dec 01, 202209:07
H1CY2022 review for Financial markets

H1CY2022 review for Financial markets

In this episode of FinTrekk, we discuss how H1CY2022 unfolded for the Indian Financial markets

Do check out our Portfolios on the Smallcase platform :  https://fintrekkcapital.smallcase.com/

Follow on twitter here : https://twitter.com/amitgupta0310

Subscribe (free) to #AKGweekendreadings here : https://amitgupta.substack.com/

Subscribe (free) to #AKGweeklycharts here : https://www.getrevue.co/profile/amitgupta0310/

Youtube channel : https://www.youtube.com/channel/UCdkgWdRkLkCynttStN14w2g

Subscribe to (Daily) Linkedin Notes : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

For any feedback or queries or working with us, please email support@fintrekkcapital.com

No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.

Jul 06, 202208:00
Consumption a worry heading into Q4FY22

Consumption a worry heading into Q4FY22

In this episdoe of FinTrekk, we discuss how Indian consumption is becoming a worry post the Q2FY22 GDP

Do check out our Portfolios on the Smallcase platform :  https://fintrekkcapital.smallcase.com/

Follow on twitter here : https://twitter.com/amitgupta0310

Subscribe (free) to #AKGweekendreadings here : https://amitgupta.substack.com/

Subscribe (free) to #AKGweeklycharts here : https://www.getrevue.co/profile/amitgupta0310/

Youtube channel : https://www.youtube.com/channel/UCdkgWdRkLkCynttStN14w2g

Subscribe to (Daily) Linkedin Notes : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

For any feedback or queries or working with us, please email support@fintrekkcapital.com

No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.


Dec 06, 202108:03
Market at Crossroads

Market at Crossroads

In this episode of FinTrekk, we discuss about the state of the markets after the 3200 odd point up and down journey of the Nifty

Do check out our Portfolios on the Smallcase platform :  https://fintrekkcapital.smallcase.com/

Follow on twitter here : https://twitter.com/amitgupta0310

Subscribe (free) to #AKGweekendreadings here : https://amitgupta.substack.com/

Subscribe (free) to #AKGweeklycharts here : https://www.getrevue.co/profile/amitgupta0310/

Youtube channel : https://www.youtube.com/channel/UCdkgWdRkLkCynttStN14w2g

Subscribe to (Daily) Linkedin Notes : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

For any feedback or queries or working with us, please email support@fintrekkcapital.com

No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.


Nov 27, 202109:07
Understanding Billionaire Tax in US

Understanding Billionaire Tax in US

In this Episode of FinTrekk, we discuss about the billionaire tax proposed in the US for the super-rich.

In this episode of FinTrekk, we discuss about the state of the markets after the 3200 odd point up and down journey of the Nifty

Do check out our Portfolios on the Smallcase platform :  https://fintrekkcapital.smallcase.com/

Follow on twitter here : https://twitter.com/amitgupta0310

Subscribe (free) to #AKGweekendreadings here : https://amitgupta.substack.com/

Subscribe (free) to #AKGweeklycharts here : https://www.getrevue.co/profile/amitgupta0310/

Youtube channel : https://www.youtube.com/channel/UCdkgWdRkLkCynttStN14w2g

Subscribe to (Daily) Linkedin Notes : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

For any feedback or queries or working with us, please email support@fintrekkcapital.com

No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.

Nov 22, 202105:39
Are you investing on news headlines?

Are you investing on news headlines?

In this episode of FinTrekk, we discuss this week how retail investors use "research report" headlines to invest incorrectly.

Do check out our Portfolios on the Smallcase platform :  https://fintrekkcapital.smallcase.com/

Follow on twitter here : https://twitter.com/amitgupta0310

Subscribe (free) to #AKGweekendreadings here : https://amitgupta.substack.com/

Subscribe (free) to #AKGweeklycharts here : https://www.getrevue.co/profile/amitgupta0310/

Youtube channel : https://www.youtube.com/channel/UCdkgWdRkLkCynttStN14w2g

Subscribe to (Daily) Linkedin Notes : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

For any feedback or queries or working with us, please email support@fintrekkcapital.com

No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.

Nov 15, 202105:29
Dot Plot has become the new buzzword post FOMC

Dot Plot has become the new buzzword post FOMC

In this Episode of FinTrekk, we discuss this week FOMC meeting decision and the brouhaha around the Dot plot.

Do check out our Portfolios on the Smallcase platform :  https://fintrekkcapital.smallcase.com/

Follow on twitter here : https://twitter.com/amitgupta0310

Subscribe (free) to #AKGweekendreadings here : https://amitgupta.substack.com/

Subscribe (free) to #AKGweeklycharts here : https://www.getrevue.co/profile/amitgupta0310/

Youtube channel : https://www.youtube.com/channel/UCdkgWdRkLkCynttStN14w2g

Subscribe to (Daily) Linkedin Notes : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

For any feedback or queries or working with us, please email : support@fintrekkcapital.com

No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.

Jun 19, 202108:59
RBI following the Fed on QE path

RBI following the Fed on QE path

In this episode of FinTrekk, we discuss the origin of Quantitative crisis (QE) post Global financial crisis (GFC) in 2008. We discuss how RBI who have learnt the tricks of QE trade over the last decade has finally decided to implement it in the wake of Coronavirus pandemic from 2020. We also mention why one-time dividend (911bn Rupees) given by RBI to finance ministry can become a regular feature.

Do check out our Portfolios on the Smallcase platform :  https://fintrekkcapital.smallcase.com/

Follow on twitter here : https://twitter.com/amitgupta0310

Subscribe (free) to #AKGweekendreadings here : https://amitgupta.substack.com/

Subscribe (free) to #AKGweeklycharts here : https://www.getrevue.co/profile/amitgupta0310/

Youtube channel : https://www.youtube.com/channel/UCdkgWdRkLkCynttStN14w2g

Subscribe to (Daily) Linkedin Notes : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

For any feedback or queries or working with us, please email : support@fintrekkcapital.com

No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.

Jun 07, 202109:15
Is Nifty50 at 15,600 in a bubble?

Is Nifty50 at 15,600 in a bubble?

The Nifty50 index has hit a fresh record. The current levels are about 25 percent higher than the highs recorded in the middle of January 2020, before the tax proposals in the Union Budget for FY21 and the COVID-19 pandemic pulled down the markets sharply. A common phrase is that "markets are in a bubble". In this episode of FinTrekk, we discuss the last four 'Bubble' phrases in the Indian markets and attempt to explain how this time it may be different. We also cite absence of essential parameters for a Bubble.

Do check out our Portfolios on the Smallcase platform :  https://fintrekkcapital.smallcase.com/

Follow on twitter here : https://twitter.com/amitgupta0310

Subscribe (free) to #AKGweekendreadings here : https://amitgupta.substack.com/

Subscribe (free) to #AKGweeklycharts here : https://www.getrevue.co/profile/amitgupta0310/

Youtube channel : https://www.youtube.com/channel/UCdkgWdRkLkCynttStN14w2g

Subscribe to (Daily) Linkedin Notes : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

For any feedback or queries or working with us, please email : support@fintrekkcapital.com

No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.

Jun 02, 202111:60
Rural Demand may not disappoint for long

Rural Demand may not disappoint for long

In past couple of months, a number of research reports have expressed concerns over the rural demand in the wake of intense second wave of pandemic and subsequent lockdown of economic activities. Some consumer facing corporates have also expressed similar sentiment in their interaction with analysts and investors. In this episode of FinTrekk, we discuss few points which investors should understand before forming any negative view on the consumption theme. We also talk about our observations from #scuttlebutt activities done in nearby states around NCR.

Do check out our Portfolios on the Smallcase platform :  https://fintrekkcapital.smallcase.com/

Follow on twitter here : https://twitter.com/amitgupta0310

Subscribe (free) to #AKGweekendreadings here : https://amitgupta.substack.com/

Subscribe (free) to #AKGweeklycharts here : https://www.getrevue.co/profile/amitgupta0310/

Youtube channel : https://www.youtube.com/channel/UCdkgWdRkLkCynttStN14w2g

Subscribe to (Daily) Linkedin Notes : https://www.linkedin.com/in/amit-kumar-gupta-18316418a/

For any feedback or queries or working with us, please email : support@fintrekkcapital.com

No portion in this podcast should be construed as Investment advice. Please consult your financial advisor before making any decisions. Investing in equity markets are inherently risky. Amit Kumar Gupta is a SEBI registered Research Analyst (INH100009327)

Amit Kumar Gupta has over a decade experience in investment analysis and portfolio management. He believes Scuttlebutt, a primary research method employed, is critical to select good companies and weed out not-so-good ones. He is of the opinion that best stock ideas are often cracked by being on the ground - during travelling and talking to people.

He had set up research desk at a brokerage firm across multiple asset classes. He has been a PMS and Smallcase manager as well.

He is regularly quoted by The Economic Times, Informist Media, Reuters and Morning Star. In his previous stints, he has worked as a business consultant and analyst with leading MNCs and start-ups over diverse fields of Healthcare, Education and Retail.

He is an engineering graduate of Delhi University and earned his MBA in Finance & Strategy from Queensland University of Technology, Brisbane. He is a CWM charter holder and CFP marks holder.

Jun 01, 202108:17