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.
10% of Musk shares will be 2.3% of equity. Given the recent sharp rise & volumes, this selling will be half of average trading volume! "Transitory" Global inflation persistent and growing S&P "only 16" away from number of new ATHs in a CY Industrial production in France & Germany contracted indicating a prolonged impact from supply constraints and semiconductor shortages. Sector wise decadal growth in India's GDP Global Coffee prices rocketing, time to delve deeper? Source : Nirmal Bang Share of top 10 states in tourist visits in CY20 for India. Source : ET Indian telecom market doing a price repair. Source : Bernstein Insurance penetration (as a ratio of premium to GDP) rising in India. Source : Moneycontrol Average age of PV increasing in India. Stagflation concerns? Source : Jefferies Presentation on the Investment cycle at the cusp of turnaround here
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