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.


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

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