Emotional discipline beats market headlines in Indian trading. Post 1 argues ideologies have no place in trading, reminding us that the markets don’t care about beliefs [1]. The LIC-Adani narrative shows how perception can diverge from fundamentals, a gap traders should spot, not chase [1][2].
Ideology vs Trading Bold rule: ideologies have no place in trading. The post stresses abandoning beliefs and keeping a "heart of stone" so emotions don’t steer decisions. Even if you have strong views on Adani or LIC, you don’t buy or sell on sentiment [1].
Risk signals around Adani/LIC LIC breaks silence on Adani exposure: due diligence done, risk minimal; exposure under 2% is highlighted [2]. Some readers see this as confidence, others as damage control; a Washington Post piece adds to the noise by citing anonymous sources about the deal, underscoring how headlines can outpace fundamentals [2].
Framework to stay rational: - Separate personal beliefs from data; keep the lens on risk, not politics [1]. - Check numbers behind headlines; in the Adani-LIC case, an explicit 2% exposure figure matters [2]. - Question the source and governance signals (auditors and government ties) rather than assuming truth [1]. - Build a personal process that only acts when fundamentals align with risk signals.
Closing thought: in markets, perception is loud, but fundamentals endure.
References
As traders and investors we are not allowed to have ideologies.
Discussion on emotions, bias avoidance, and Adani, LIC, Solar Industries, Satyam Computers in Indian markets; cautious yet speculative trading noted.
View sourceLIC Breaks Silence on Adani Exposure: “Due Diligence Done, Risk Minimal”
LIC argues risk minimal; Adani exposure under 2%; discussion on ratings, governance, and concerns about LIC investments in big groups.
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