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.
7% beat well >historical avg (+2.5%), but it is weakest US earnings trend since COVID GS now expects inflation will force the Fed to hike interest rates in July-22 & Nov-22. Too aggressive? Eurozone Inflation tops expectations as energy concern lingers. CPI highest since 2008, core rate highest since 2003. 3Q revenue misses estimates w/$364.9mln vs $423.9mln mainly due to Crypto transaction revenue totaled $51mln, a 78% plunge from Q2. Global Inflation may have peaked in Sept-Quarter already. Equity markets bets to turn off? Reasons to Sell? Market will give you plenty. How much you sell and when is critical? Infra capex expected to pick up? Source : CS and Budget estimates Time to delve deeper? Source: Tata consumer Q2 presentation Record annualized global flows into equity markets (in Bn$) RBI Consumer Confidence Index reflecting improving consumption trends but consumer confidence still below pre-Covid-19 levels To access our portfolios on Smallcase, click here
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