S&P has gained ~34% since the announcement of first vaccine!
Cash allocation in US households have caught up with debt allocation despite former having poor returns!
Crypto and internet adoption has happened at similar pace!
CRB Commodity index total (annual) returns - Best YTD since 1973 so far...
The Chinese population reverse gear is now confirmed. Will 3-children policy follow same path?
Capex by Listed companies in India. Economic recovery to make a comeback?
Fuel tax cut helps in India, but GOI tax take still at 45-48%, above 35-45% in 2019
10% education cost inflation will boost lifestyle inflation in India!
Indians spending more time on mobile apps 4.8 hrs per day than ever before, thanks to trading and gaming!
The so-called quits rate- a measurement of workers leaving jobs as a share of overall employment- was 3%, a record high, highlighting how persistent churn is undercutting employers’ efforts to fill a near-record level of vacancies.
Presentation on the Investment cycle at the cusp of turnaround here
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Till the next time, stay safe and have a great week ahead!
