I come from a gold jewellery business family. This is the WORST Diwali season we’ve seen in 10 years karigars saying no work, no money.
Yet on paper, listed jewellery companies show record growth.
Here’s the hidden truth 👇🏻
India (Nifty 50: 14.5%) & Indonesia (14.2%) projected to deliver the highest corporate earnings growth (CY25-27 CAGR) among EM peers
MSCI India’s premium to MSCI EM is now back to long term averages after peaking in 2021-22 after recent underperformance
MSCI India premium to…
Current situation:
1. Stocks are rising like the US economy is soaring
2. Oil prices are falling like we are entering a recession
3. Gold is rising like the Fed is cutting rates into inflation
4. Bitcoin is falling like Fed rate cuts are postponed
5. Home prices are rising…
Why Cash Flow matters?🔖
"A company can be profitable but still struggle financially due to poor cash flow management & a loss making company may have substantial cash balance"
src : ET Wealth
7 Key learnings for this week
1. From H2 of this year, many Banks will start reporting NIM expansion again+loan book growth will start accelerating..
Gold financiers, and the ones with good asset quality is the area where we are focusing. Gold financiers benefit from a rising…
So now you are causing wage/services inflation in addition to tariff based goods inflation
while the Fed is cutting down rates
Inflation is persistent at 2.7
With a weakening labour maket
S&P500 at 29x Earnings
#H1B
Soil Organic Content (SOC) is critical in farming. It determines how well soil holds water, delivers nutrients to plants, maintains structure, and supports the millions of microbes that make soil alive. When SOC drops below 0.5%, you're looking at desert-like conditions where…
Are quarterly earnings going away?
President Trump just said US companies should no longer report earnings every quarter, "subject to SEC approval."
Since 1970, ALL public companies have been required to report quarterly.
What does this mean? Let us explain.
(a thread)
Late Night Learnings before going to sleep: Style Drift
Investors often get frustrated when their preferred style of investing stops working. This isn’t unusual—it’s something that happens across cycles.
Take bottoms-up investing for example- An investor may identify multiple…
What if India no longer needed the US dollar?
What if BRICS (Brazil, Russia, India, China, South Africa) launched their own currency and stood up to America?
Here’s exactly what India gains and why it could change your petrol bill, your EMIs, and your future.
Read on.
Bookmark…
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