AKG Weekly Charts - Issue #24
Welcome to the latest edition of #AKGweeklycharts
This newsletter is a weekly selection of 10 charts hand-picked across internet which pertains to our investment strategy.
The charts focus on various forces and factors that influence our outlook - positively or negatively and brings an updated insight and perspective.
Hope you enjoy reading this!
For any feedback or questions, feel free to write to me on amitgupta0310@gmail.com or simply hit ‘reply’ in case you are receiving this on email.
(1) Eurozone consumer prices rose 3.4% in Sep, the highest rate in 13yrs. The 'transitory' inflation is now being persistent need to be watched over next few weeks as supply chains still see mitigated impact.
(2) Spain relies more on imports for its energy needs than most EU nations, something to watch out as it heads into colder, gas-burning winter months.
(3) European new car sales fell to their lowest level for a month of Sep since 1995 on global chip shortage. The EU's major markets--Spain, France, Italy and Germany--all reported strong decreases.
(4) Almost 3% of America's workers quit their jobs in the single month of August. That's an all-time high. If that rate were to be sustained for 12 months, 30% of American workers would end up quitting their jobs at least once during that year
(5) Supply-Chain chatter hits record highs on earnings calls: S&P 500 Execs have mentioned the phrase “supply chain” about 3,000 times on investor calls. Phrase has been uttered more often than even buzzwords “synergy” & “value proposition” combined
(6) Urban and rural inflation are converging in India led by Fuel Inflation. During various Covid Phases, we have seen Urban inflation leading but now the catch up is complete.
(7) Online penetration of food services in India will double by 2025. Given it is an essentially a duopoly now (with Amazon as distant third), the winners seem too easy to pick at this time.
(8) Motor and Health Insurance occupies the maximum allocation to insurance wallet. Large opportunity awaits for non-life, general insurance companies to tap the segments.
(9) HDFC mutual fund leads the AUM-to-Profitability ratios. Given the onslaught of fintech companies in AMC business, it will be interesting to see whose profits blink first.
(10) The real estate unit sales in Top 7 Indian cities in both Tier-1 and Tier 2 have seen strong come back in the previous quarter with festive season lurking around the corner.
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