Charts That Matter – DEMONETISATION And More
1. In 2014, there were a mere two mobile phone manufacturing units in India. Fast forward to 2017, and India … Read more
Ritesh Jain
Charts That Matter – The Petroyuan, Fed Unwind And More
1. Matter of time rising Mortgage and Personal Loan EMI will start eating into household incomes. I expect Mortgage rates … Read more
Charts That Matter – EM Outflows Stabilizing?
1. One reason for increased clamor for reservations is that govt pays 2-3 times more than private sector for most … Read more
Macro Economic Dashboard
Fortnightly Macro Economic Dashboard Q2 hedge fund letters, conference, scoops etc Some Key observations Indian economy is doing well on … Read more
The Next Reserve Currency And New Set Of Winners
We are in the most exciting part of a generational cycle for markets where the country having reserve currency status … Read more
Charts That Matter – fter five straight months of positive inflows, China saw net capital outflows in June
1.Google trends throws one more interesting trend. The search for “Insurance” reach five year low which is a matter of … Read more
Charts That Matter – Debt productivity Is Decreasing But For China Its A Collapse
1. In an inflationary environment … do NOT expect bonds to act as a hedge to lower equities ( very … Read more
SBI Raising Deposit Rates Is More Important Than RBI Raising Rates
SBI has again raised deposit rates, not waiting for RBI signal.. albeit marginally,not only for shorter duration upto 90 days … Read more
Charts That Matter – sector behaviour is extremely ‘weird’
1. It’s time for schools to teach Python, not Java, as their main intro to computer science. Along with being … Read more
Charts That Matter – You can finally receive 1% for loaning 30 year money to Japan
1. Burton Malkiel did perhaps more than anyone to popularize the notion that investing expertise is overrated in his classic … Read more
Charts That Matter – Chinese monetary tightening is now off the table
1. Public sector projects under implementation are just money Guzzler and they are mostly not viable and never answerable to … Read more
Charts That Matter – Devaluation is not a tool for exports, it is a tool for cronyism
1 Oh No this chart is not about Telecom Battle.In my view what is standing between social unrest and educated/unemployed … Read more
Think about this… The Bank of Japan makes a tiny, minuscule, ridiculous alteration to its monetary laughing gas policy,and sends bonds and markets rolling
1. Ultimate in Indian consumerism. Get your “DREAM MARRIAGE” financed by an NBFC. Q2 hedge fund letters, conference, scoops etc … Read more
Charts That Matter – The Top RE Choice Is Probably Not On Your Radar; Trump Causing Rates To Rise
1. An Indian town is giving the likes of London, Tokyo, and San Francisco a run for their money when … Read more
Charts That Matter – Volume 4: India Trade Deficit
1. India Trade deficit and imports at 5 year high.Oil is obviously the major culprit but useless electronic imports are … Read more