Charts That Matter – DEMONETISATION And More

Global High-quality Bonds

1. In 2014, there were a mere two mobile phone manufacturing units in India. Fast forward to 2017, and India is now home to 123 – bursting onto the scene in an impressive manner. These are only assembly lines but will certainly add jobs.

[REITs]

Q2 hedge fund letters, conference, scoops etc

2. Germans are increasingly stashing cash under mattress. They did not get a memo on DEMONETISATION.

Global High-quality Bonds

3. This chart shows the distribution of global high-quality bonds outstanding by yield and product. There is nothing above 3% but pension funds are projecting 7-8% returns. So who will pay the difference?

Global High-quality Bonds

4. The trade war portfolio has done really well. I guess globalization is not great anymore.

Global High-Quality Bonds

For exclusive info on hedge funds and the latest news from value investing world at only a few dollars a month check out ValueWalk Premium right here.

Multiple people interested? Check out our new corporate plan right here (We are currently offering a major discount)






Be the first to comment on "Charts That Matter – DEMONETISATION And More"

Leave a comment