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.
Transitory inflation led by Food and Fuel. Is there a surprise in the making? Road construction in India has seen continuous traction despite Covid led operational impact Indian Retail investors has been forefront on this monstrous rally. Will they have more steam left? HUL led FMCG results confirmed moderation in demand due to rising inflation costs! Fund Manager the least bullish since Oct'20. Cash level jumps to 4.7%, 12mth high Ethereum hit ATH as AP announced plans to use Ethereum blockchain for election & sports feeds via Chainlink network The inversion of producer inflation in Germany - frontier of energy crisis! S&P revises Italy credit outlook to positive from stable despite the fact that the debt ratio has risen to >150% ESG investors are understandably underweight energy, but so too are traditional active managers. Time for Anti-ESG trade? Chinese stocks remain in a 13-year relative bear market vs USA. China's gain & India loss? To access our portfolios on Smallcase, click here
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