Global Trade Activity

Charts That Matter – Vol 23: Global Trade Activity

1. Emerging Markets including India are facing a double whammy of falling domestic currency and stable or rising crude oil prices in US Dollar. This is the simple reason that prices at Pump keep rising on daily basis.

Get Our Activist Investing Case Study!

Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, or print it out to read anywhere! Sign up below!

We respect your email privacy

Q2 hedge fund letters, conference, scoops etc

Global Trade Activity

2. The chart by Moody….. according to them India is expanding but also that balance sheet repair is underway. The global liquidity is shrinking fast, which means India might not have enough time left to clean Banking system. The result could be slowing of Indian economy by early next year.

Global Trade Activity

3. It was a matter of time. Global trade activity is finally slowing down. This is Bad for India because our exports are more sensitive to global trade growth than our imports.

Global Trade Activity

4. Net inflows into domestic mutual funds slowed down to a five-month low in August because of uncertainty in the markets.Data from the Association of Mutual Funds of India (AMFI) showed that net equity inflows saw a steady decline, slipping 11.39% to ₹8,375 crore in August. Equity mutual fund schemes saw an infusion of ₹9,452 crore in July.

However, redemption pressures from mutual funds’ equity schemes also increased in August, jumping 35% as investors opted for profit booking with the markets scaling record highs.

Global Trade Activity

Article by Ritesh Jain, World Out Of Whack

LEAVE A COMMENT


Saved Articles
X
TextTExtLInkTextTExtLInk

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required

Opt out of occasional 3rd party offers


Congrats! Are you a smart person? We have a limited time offer for sophisticated and loyal readers like yourself.

Sign up today and get three months free

Use coupon code VIP19 or click on the button below

Limited time offer only expires 8/31/2019 or next 30 now just 7 subscribers whichever comes first – please do not share this discount with others

 

0