#AKGweeklycharts is an endeavor to pick 10 interesting insights from financial markets across the globe in the form of charts which pertains to our investment strategy. Do share it with your friends and colleagues. Newsletter released every Monday morning!
European households will see energy bills rise by 15-30% in both ’21 and ’22, with industrial customers seeing particularly big increases in ’22, BofA says. Norway reservoir levels at lowest in more than a decade. Nordic power prices were 5x y/y US Treasury’s cash pile exploded to record $1.83tn in Jul2020, but has since dwindled to $215bn. A large part of that drawdown was mandated by the reinstatement of debt ceiling at start of Aug. Govt has less of a buffer to pay its bills. (via BBG) Housing loans dominate the retail loans segment in India (more than 50%) Equity participation still very low in India, huge potential for growth! Argentina has the cheapest Netflix subscription rates... Self-explanatory. Huge potential in this segment to be tapped! Construction on a fast path. Source : MoRTH 27 Unicorns in India in CY21. Source : Venture Intelligence Gartner Index showing Semiconductor shortage intensity 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