Charts That Matter – October 2016

Charts That Matter – October 2016

India’s Gold Imports: Charts That Matter – October 2016 by Ritesh Jain

Play Quizzes 4

India’s gold imports at 13 year lows!

A combination of low inflation, stable currency & hunt for black money?

How A Weakening PE Market Serves As Another Sign Of A Weakening Economy

InvestAmid the turmoil in the public markets and the staggering macroeconomic environment, it should come as no surprise that the private markets are also struggling. In fact, there are some important links between private equity and the current economic environment. A closer look at PE reveals that the industry often serves as a leading indicator Read More

India’s gold imports are the lowest in last 13 years with the exception of Oct – Nov-13 when the govt. imposed a 10% outright duty

Source: Morgan Stanley, TATA AMC


Is this why the Reserve Bank of India delivered a rate cut? Focus turning to growth from inflation

India's Gold Imports

Source: Jefferies

India’s emerging class is a larger part of the Indian Consumption Market

India's Gold Imports

Source: CMIE, Morgan Stanley

Fastest Growing destinations for leisure travel spending (2016-2026)

India's Gold Imports

Source: World Economic Forum

Deep Pockets: The nationality of luxury good customers

My notes

  • US & China combined represent half of world’s luxury goods consumption
  • China’s share in this pie is much bigger than the US
  • China’s size of luxury goods market is roughly thrice of rest of Asia (ex-Japan)

India's Gold Imports

India's Gold Imports

Source: Bloomberg

India's Gold Imports

About the Author

I am a forward thinking leader with a passion for growing businesses in a dynamic market situation. In my twenty years of tenure in the financial services world the length and breadth of my experience in companies like Tata Asset Management Ltd., Canara Robeco Asset Management Ltd, Kotak Asset Management Ltd. has entailed very significant portfolio growth which has fetched me and the company substantial accolades. To list the prominent ones, amongst the numerous international and national awards that I have won in the last four years- CRISIL CNBC TV18 and Business World Debt fund manager of the year in 2011, Lipper Best Bond Fund of the year (4 years in a row), Lipper Debt Fund House -2010 & 2011. Asset Magazine Singapore voted me as one of the Most Astute Local Currency Investor, India in 2007.

In my current role as Chief Investment officer of Tata Asset Management Ltd (asset management arm of one of the prominent brands globally) I am Overseeing Domestic Assets Under management (AUM) of USD 6 billion and overseas AUM of USD 250 million spread across both fixed Income and Equity. I am currently managing a team of 25 people including 6 portfolio managers.

My investment philosophy is characterized by a long term view and I look at risk return analysis before taking any decision. Whilst leading teams I have a participative approach and ensure that the team develops and grows along with the organization. I am a keen follower of global and local markets and my articles regularly feature in all leading financial newspapers. My sincere belief lies in the old adage that the sum is bigger than the parts and hence I am a great advocate of cross functional collaboration and team work in the organization


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