Demat growth Slows down : Short term trend
Category: Short term trend
Short term outlook on Indian economy
Insourcing : Short term trend
OPEC : Naam hi Kaafi hai
Tea is not so hot
Semiconductor revenues down : Short term trend
Global Travel Health Index : Short term trend
Who knows about shortages
QSR : Its not Quick profit to banks
Energy costs in European Union
Default settings : Short term performance
Travel bookings
Pre pandemic level on shipping costs
With inflation still high and central bank rates set to rise further, demand is expected to remain weak for the rest of the year.
Shipping group Maersk predicts that demand for containers — a proxy for trade — will fall by 2.5 per cent this year.
The S&P monthly survey of purchasing managers indicated that new export orders contracted across the world throughout the second half of last year and in January. Last month, the IMF forecast that global trade growth would decline to 2.4 per cent this year, from 5.4 per cent in 2022.
Discovery of Zero
Solar Tariffs
Supply shock may last 2 years as per DP world
Containers : Imbalance growing
Coffee Exports rising
Chip Shortage : Its going downhill
Tin Manufacturers vs BIS certification
Chips continue to be down
Is it Coffee Time!!
Indian Coffee Exports
Another shortage looming round the corner
Container Roadblock to Exports growth!!
Moratorium Centerstage : MSME and SFB
One more blow to hospitality industry
CV Industry : recovery will be slow
REAL ESTATE : Is wait worth?
Looking at Knight Frank report and few article here and here , it seems best to wait for a quarter or half year to get the best deal out of real estate.
Real estate sales for residential units at low and office units vacancy at high
Prudence advised, Not Extreme risk aversion
Follow the same in your investing journey!
One can not avoid equities if good returns needed from capital. Dont be Risk Averse but Prudence advised!
CEMENT COMPANIES : Is Cost Reduction Sustainable?
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Lockdown impact on INDUSTRIES : BE AWARE
SBI Cards : Sign of Future!!
Looking at HDFC Bank Q4 confcall transcript analyses. One key point was discretionary spending on cards is effecting total spending. This do not bode well for companies like SBI cards where not only spending goes down but it will hit the profit as well due to late payment and increase of NPA in certain cases.
Also Read : SWOT analysis : SBI Cards
In case you have any questions/ queries, please feel free to reach me through Contact Form
Do spread the word among your peers, family members or anyone who can benefit from this blog and asked them to subscribe. But be selfish and take care of yourself first by subscribing before they do.
Enjoy the day and your life. Don’t forget, we are alone in this grand universe and may not get a chance to live again.
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