Category: Economy
HIRE : Biggest threat looming around !!
HIRE : Biggest threat looming around !!
Food inflation
Food inflation
Can India take tariff benefit!!
Can India take tariff benefit!!
Demograhic advantage declining
Demograhic advantage declining
Recession Indicator
Recession Indicator
Mergers and Acquisitions
Mergers and Acquisitions
GDP vs Steel Demand
Welcome Japanese
Welcome Japanese
Yahi hai Right Choice : India
Yahi hai Right Choice : India
India Vs Vietnam Vs Bangladesh
India Vs Vietnam Vs Bangladesh
Short term outlook on Indian economy
Short term outlook on Indian economy
Luxury Car makers
Luxury Car makers
Sprinting Ahead : Medium term trend
Sprinting Ahead
Urbanization rate
Urbanization rate
Affluent India : Companies that can benefit
Affluent India : Companies that can benefit
Belt treatment
Belt treatment
Padoge likhoge hoge bekaar??
Padoge likhoge hoge bekaar??
Demographic dividend
Demographic dividend
Vibecession
Vibecession
Knowing the future may not (won’t) help you
Knowing the future may (won't) help you
New Capex cycle!!
New Capex cycle!!
Great Migration!! Not of Masai mara
Great Migration!! Not of Masai mara
Average 6.7% only
Average 6.7% only
Fluctuating signals
Fluctuating signals
New Favourite : India
New Favourite : India
50 kos durr –2075
50 kos durr --2075
Non-neutral forecast!!
Non-neutral forecast!!
Capex : Govt and Private
Capex : Govt and Private
Its Beautiful S curve
Its Beautiful S curve
Fear of El-Nino
Fear of El-Nino
Net Net Gain !!
Net Net Gain !!
Credit card Transactions : Mega trend
Credit card Transactions : Mega trend
Milking the milk
Milking the milk
Rise and Rise of FDI : Destination is not India!
Rise and Rise of FDI : Destination is not India!
Japanese threat
Japanese threat
Mall-a-maal
Mall-a-maal
Air Traffic at infancy stage
Air Traffic at infancy stage
India Inc –Derailing possible!
India Inc --Derailing possible!
Trough in tech demand
Trough in tech demand
Time for Pendulum to swing back for EM
Time for Pendulum to swing back for EM
No option but to cut rates!!
No option but to cut rates!!
Powell special Index : CPI
Powell special Index : CPI
Amazing signals from economy
Amazing signals from economy
What happened to China+1 : India
What happened to China+1 : India
Time time ki baat hai !! Layoffs
Time time ki baat hai !! Layoffs
Amrit Kaal : Saptarishi-7
Amrit Kaal : Saptarishi-7
Bank Credit to MSME
Bank Credit to MSME
Capex : Will it increase further!!
Capex : Will it increase further!!
GDP vs Spending
GDP vs Spending
Chart of the day : Inflation and IIP
Chart of the day : Inflation and IIP
Inflation
Businessline
MSME
MSME
PMI — Optimism
PMI -- Optimism
PLI 2.0 : Textile version
PLI 2.0 : Textile version
GDP in 2100!! Wild guesses
GDP in 2100!! Wild guesses
It’s Dr. Copper
Businessline
Staying put
Staying put
Crude Steel : China vs World
Crude Steel : China vs World
Decarbonising India
Decarbonising India
Discovery of Zero
Source businessline
2007 China = 2022 India
2007 China = 2022 India
Discretionary Spending boom : Mega Trend
Discretionary Spending boom : Mega Trend
Forex is becoming EX!
Forex is becoming EX!
BNPL vs Credit card
Source McKinsey
Inflation monster slowing!!
Businessline
Germany Industrial Giants Winter plans
Germany Industrial Giants Winter plans
Demand Indicators
Demand Indicators
GDP projections
GDP projections
Tourism
Tourism
Good things happening
Good things happening
Real GDP!!
Real GDP!!
Capex cycle is strong
Capex cycle is strong
We are closed temporarily, Advantage India!!
We are closed temporarily, Advantage India!!
BESS way
BESS way
PLI scheme outlay
PLI scheme outlay
Rupees vs Dollar
Rupees vs Dollar
Festive season boost on cards?
Festive season boost on cards?
Steel : China vs RoW
Steel : China vs RoW
Rise in Registration
Rise in Registration
Attrition
Attrition
Gas : Its Multibagger
Gas : Its Multibagger
Rigs
Rigs
No risk at all !!
No risk at all !!
Core industries growing
Core industries growing
Quantum computing : THE SAVIOUR ?
Quantum computing : THE SAVIOUR ?
Credit growth of PSU and PVT banks
Credit growth of PSU and PVT banks
Expansions and recessions
Expansions and recessions
K Shaped recovery in annual default rates
K Shaped recovery in annual default rates
What market is trying to price in
What market is trying to price in
Oasis of growth
Oasis of growth
Cashfull!!
Cashfull!!
Aatmnirbhar version : Drone manufacturing
Aatmnirbhar version : Drone manufacturing
Top 500
Top 500
Pressure on Rupee mounting
Pressure on Rupee mounting
EV friendly state
EV friendly state
Protected: YI : Are you ready
There is no excerpt because this is a protected post.
Construction Machinery
Construction Machinery
Ste(a)el Opportunity
Ste(a)el Opportunity
2014 and 2022 : Invasion impact
2014 and 2022 : Invasion impact
SWIFT BAN!! Implications
SWIFT BAN!! Implications
Energy cost
Energy cost
Record hiring in IT
Record hiring in IT
Hiring index showing way forward
Hiring index showing way forward
Critical Minerals for transition to Low Carbon economy
Critical Minerals for transition to Low Carbon economy
ICRA : How economic environment looks like
ICRA : How economic environment looks like
Small Insight into Infra Company
Insight into Likhitha Infra
Vikas of NPA underway!!
Vikas of NPA underway
Aatmnirbhar version : PLI Semiconductors
Aatmnirbhar version : PLI Semiconductors
Covid-19 to INFLATION : Times are changing
Covid-19 to INFLATION times
Magical Central Bank
Magical Central Bank
Supply shock may last 2 years as per DP world
Supply shock may last 2 years as per DP world
Exports Imports : Up and Up
Exports Imports : Up and Up
Exxaro Tiles IPO : Subscribe or NOT?
EXXARO TILES IPO : SUBSCRIBE OR NOT?
That small Window right now
Source : One percent show Vishal khandelwal
Private banks vs Banking sector
PRIVATE BANKS VS BANKING SECTOR
Strong becomes stronger
STRONG BECOMES STRONGER
Debt to GDP : on cloud nine
DEBT TO GDP : ON CLOUD NINE
Green Metals Demand : Decade further
GREEN METALS DEMAND : DECADE FURTHER
Unknown Transformed into Knowns , hence
UNKNOWN TRANSFORMED INTO KNOWNS , HENCE
Lockdown 2.0 impact started
LOCKDOWN 2.0 IMPACT STARTED
Solar catching up fast
SOLAR CATCHING UP FAST
Acche Din!!
Better days expected for services and Infra
Howard Marks on Markets right now
HOWARD MARKS ON MARKETS RIGHT NOW
Macro Challenges still not out of blue
MACRO CHALLENGES STILL NOT OUT OF BLUE
Cobra Effect!!
COBRA EFFECT!!
FerroChrome : Price Journey to moon?
FERROCHROME : PRICE JOURNEY TO MOON?
Dairy Products : Rising Prices
DAIRY PRODUCTS : RISING PRICES
Container Roadblock to Exports growth!!
CONTAINER ROADBLOCK TO EXPORTS GROWTH!!
FM and Budget 2021-22 focus
FM AND BUDGET 2021-22 FOCUS
REAL ESTATE : Greenshoots
REAL ESTATE : GREENSHOOTS
Another Multibagger in making : Bad loans
ANOTHER MULTIBAGGER IN MAKING : BAD LOANS
Blockchain and Indian economy
BLOCKCHAIN AND INDIAN ECONOMY
Moratorium Centerstage : MSME and SFB
MORATORIUM CENTERSTAGE : MSME AND SFB
Post Brexit : Substantial gains for indian exporters
POST BREXIT : SUBSTANTIAL GAINS FOR INDIAN EXPORTERS
5G : Lets change the world
5G : LETS CHANGE THE WORLD
PLI Scheme : 10 Sectors
PLI SCHEME : 10 SECTORS
Top Dividend players to Govt
TOP DIVIDEND PLAYERS TO GOVT
Debt Trap : Growing!
DEBT TRAP : GROWING!
PMI Services: Slow recovery PATH
PMI SERVICES: SLOW RECOVERY PATH
Recovery : India vs Rest
RECOVERY : INDIA VS REST
India’s COVID-19 Stimulus: What influencing it
INDIA'S COVID-19 STIMULUS: WHAT INFLUENCING IT
Economy recovery cues!!
ECONOMY RECOVERY CUES!!
GST Collection and Domestic Auto sales showing recovery
GST COLLECTION AND DOMESTIC AUTO SALES SHOWING RECOVERY
SBI CARDS : What’s Unfolding
SBI CARDS : WHATS UNFOLDING
Economy pain : Inflation!!
ECONOMY PAIN : INFLATION!!
Shift to E-COMMERCE : its real
SHIFT TO E-COMMERCE : ITS REAL
SHRIMP Production : Covid-19 impact
SHRIMP PRODUCTION : COVID-19 IMPACT
MSME : AATMNIRBHAR Version : Tough Road ahead
MSME : AATMNIRBHAR VERSION : IT'S NOT EASY
One more blow to hospitality industry
ONE MORE BLOW TO HOSPITALITY INDUSTRY
CV Industry : recovery will be slow
CV INDUSTRY : RECOVERY WILL BE SLOW
Confidence or Disillusion
CONFIDENCE OR DISILLUSION
Q1 earnings : Disaster
Q1 EARNINGS : DISASTER
Darwin theory : AdaptAbility
DARWIN THEORY : ADAPTABILITY
Aatmnirbhar version : TV
AATMNIRBHAR VERSION : TV
Skewed Growth
SKEWED GROWTH
Indian Agri : Effort to improve Competitiveness
INDIAN AGRI : EFFORT TO IMPROVE COMPETITIVENESS
Prudence advised, Not Extreme risk aversion
PRUDENCE ADVISED, NOT EXTREME RISK AVERSION
High Growth Opportunity in INDIAN FMEG
HIGH GROWTH OPPORTUNITY IN INDIAN FMEG
IT : GROWTH STORY
L&T Presentation Q1FY21 Only segment which shows growth is IT Services Business , shows a trend where money is moving, Other segment impacted least is POWER segment but margin are too low
Weekend HookUp: May 23, 2020
Read on for how Electric Vehicles must features : Remember what you read? ; Biking ; Creativity
Weekday HookUp: May 21, 2020
"Four types of luck"; "Three sides of a risk" ; "Pharma :Hope vs reality check"
Weekend HookUp: May 10, 2020
Read on how Goa plans to get back on tourism; subvention schemes in Mumbai can be fatal & genetically engineered mosquitoes hunting for wild ones
Weekend HookUp: May 03, 2020
Read for Understanding GOLD history, standard and other currencies fight with Gold standard, how easy or hard is stranded aircraft maintenance, Why Tesla accelerates so fast and why eggs should be part of muscle building.
Sharpest recovery among historical bear markets : Beware or be aware!
Looks a Event driven fall and recovery should be event driven based
Weekend HookUp: April 25, 2020
Interesting Hookup links Life: Strangest Secret in the world (Youtube) Economy: Bullshit jobs: Why they exist and why you might have one (Vox) Secret of Happiness: Two drops of oil (Paulo Coelho) Panic Working : Focus on work that matters (Forge)
SBI Cards : Sign of Future!!
SBI Cards : Sign of Future!!
World will not remain same beyond COVID-19
World will not remain same beyond COVID-19
COVID-19 Impact on Indian Economy
COVID-19 Impact on Indian Economy
Which stocks to buy (not to buy) in this COVID-19 Lockdown!!
Which stocks to buy (not to buy) in this COVID-19 Lockdown!!
Hookup: November 27, 2019
HookUp: 27 November, 2019 on Economy (NPA from Mudra loans); Health (Best fruits on Keto Diet) ; Medicine ( Drug prices)
Weekend HookUp: November 9, 2019
Travel ; Leisure ; Gadgets ; Books ; stocks ; Medicine ; Economy
HookUp: November 5, 2019
Stocks; Economy