UK’s Leveraged pension funds are in trouble! Bank of England says there is a severe risk to UK’s financial stability! UK now poses a material challenge to the world economy! What is happening across the world? Inflation rates are zooming across the world to some very uncomfortable levels! This means for the first time after…More
Author Archives: Asmeet Shah
IMF Growth Forecast: 2023; India Tops…
IMF Growth Forecast: 2023 India🇮🇳: 6.1% USA🇺🇸: 1% Canada🇨🇦 1.5% Germany🇩🇪 -0.3% France🇫🇷 0.7% Spain🇪🇸 1.2% UK🇬🇧 0.3% Russia🇷🇺 -2.3% China🇨🇳 4.4% Japan🇯🇵 1.6% Brazil🇧🇷 1% US GDP is 6x of India, so India will contribute the same to global GDP in value terms and more than Europe!More
Timing does matter…
For those who say " Time in the markets matters, not timing" Hong Kong’s Hang Seng Index – 2000 – 17000 2022 – 17000 No returns in 22 yrs Japan’s Nikkei 1989- 39000 2022- 26000 33% down in 33 years Time in the markets and right time to invest as well as exit both matter…More
India races ahead of Brazil to become the top producer of Sugar
With a bumper sugar production of 35.9 million ton during the October-September season, India has left behind Brazil to become the top producer of the sweetener. https://www.livemint.com/news/india/india-pips-brazil-to-become-largest-producer-of-sugar-11664972142595.htmlMore
Impact of Rising CNG Prices
Maruti:- As a result of huge rise in CNG prices Advantage of CNG cars v/s petrol cars is reducing Bookings for CNG cars has slowed down! Negative for City gas distributors like IGL and MGLMore
G4 Central Banks’ balance sheet down by $3.1tn in past 7 months
G4 Central Banks’ bal sheet -$3.1tn in past 7 months. This has created asset value destruction of 10x-20x magnitude (depending on what you include). Biggest question from now:are we past the "max pain" point or this just continues & eventually cause something to break for real..?More
Wall Street Bleeding…
WALL STREET INDICES – Third consecutive negative quarter for the 1st time since 2009 – All S&P 500 sectors >10% off 52W highs – In the Quarter Dow -6.7% S&P -5.3% Nasdaq -4.1% – In Sept Dow -8.8% S&P -9.3% Nasdaq -10.5% – From 52W High Dow -23% S&P -25.6% Nasdaq -34.8%More
ONDC – A Quick Snapshot
Open Network for Digital Commerce(ONDC) As ONDC starts testing in Bengaluru! ONDC is yet another UPI moment(game changer) in e-commerce How Big is India’s e-commerce market? In India, the Gross Merchandising Value (GMV) for the digital commerce retail market was ₹2.85 Lakh Crores (US$ 38 billion) in 2020. Kirana Stores are physical in Nature:- In…More
Good Stocks at Bargain Right Now – Near 52W Low
Good Stocks at Bargain Right Now – Near 52W LowMore
Probabilities of the recession
The probabilities of a recession are the highest for developed economies. India’s recession probability is barely visible in the chart belowMore