#AKGweeklycharts is an endeavor to pick 10 interesting insights from financial markets across the globe in the form of charts. Do share it with your friends and colleagues. Newsletter released every Monday morning!
US oil stockpiles continue to shrink, stoking higher prices as higher inflation looms. U.K. power rallying hard. Historically, market corrections have followed. No impact on US Junk bonds despite Evergrande fallout. Lehman moment overstated? Indian manufacturing at an inflection point! No Stopping Shipping costs in line with supply chain disruptions Covid tapering causing outperformance of re-opening beneficaries A record number of US companies mentioned “inflation“ in their Q2 earnings calls Will this decade be for the emerging markets? Falling battery costs across the world.. Time for acceleration in Rail routes? To access our portfolios on Smallcase, click here
Latest weekly review of Special situation portfolio here
Catch our presentation on Special Situation investing here
Subscribe to (free) AKG weekend readings newsletter here
Connect on various social media platforms here