Shankar Sharma News

Shankar Sharma in a recent post on X said that this bull market will go down in Indian history as the biggest cash transfer from the poor to the rich.

Ace investor Shankar Sharma says the US stock markets have lagged global stock markets when returns are measured in euro terms. He says one should never have zero investments in the US markets, but in terms of allocation, there are plenty of other markets that merit higher investments than America.

For Sharma, the problem isn’t taxation — it’s growth. “The market is not negative because of taxes. It is negative because of poor growth. Whatever growth we are getting has been a function of high government Capex. In reasonable part, the money for that is coming from the stock market taxes.”

Shankar Sharma said that data centres are a capex-guzzling business (like an industrial warehouse), and once you have capex in the ground, you are at the mercy of the various customers.

Shankar Sharma noted that while he has never owned a single bank or NBFC stock — with the lone exception of HDFC Bank — he explained what makes them attractive at certain points in the economic cycle.

Shankar Sharma’s tweet underscores a core problem: when monopolies are operated without regulatory caps on profit margins, the end user — the investor—pays the price.

Indian stock market maintained steady gains among Asian markets, but lagged behind peers such as Taiwan, Hong Kong, and South Korea, which has seen a particularly sharp rally during the past one month.

Gold rate today: Shankar Sharma shared a personal anecdote on X from his teenage years, recounting how his very first investment decision — putting money into gold — turned out to be, in his own words, an “utter disaster.”

Instead of navigating the complexities of stocks, mutual funds, and economic trends, Sharma advised them to avoid the stock market entirely. His golden rule? Allocate funds in a way that prioritizes stability and steady growth.

In a recent interaction, Shankar Sharma acknowledged his mistakes in stock market predictions in 1997 and March 2009, stressing the value of learning from errors while navigating market complexities.