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10 Jul 2024

Is silver getting out of stock?

Source: Willem Middelkoop

10 Jul 2024

The East-West divide: some evidences of the Saudi/Russia/China emancipation vs. the West

Source: Bloomberg

9 Jul 2024

India increases gold reserves by the most in 2 years

Source: Barchart

5 Jul 2024

How India's rupee went from most to least volatile currency in Asia

Source: Bloomberg

5 Jul 2024

Modi's budget could send India stocks soaring higher

Source: Blomberg

3 Jul 2024

Shanghai Containerized Freight Index (SCFI) keeps climbing, rising another 6.87% to 3714.32 points.

It has now increased for 12 consecutive weeks, reaching its highest level since early 2022. Source: MacroMicro

28 Jun 2024

India is set to welcome billions of dollars of foreign inflows when JPMorgan adds the country’s sovereign debt to its emerging markets index on Friday

A move that some analysts say will leave it more vulnerable to fickle flows of hot money. The inclusion of India marks the first time the bonds of the world’s fastest-growing large economy have been included in a major benchmark and is the latest move to open up a once closed-off market. It was only in 2020 that India removed foreign ownership restrictions on some rupee-denominated debt. The inclusion of 28 government bonds worth more than $400bn will give India a 10 per cent share of the widely tracked measure, according to JPMorgan. About $11bn has flowed into Indian bonds as investors position themselves ahead of the formal inclusion, according to Goldman Sachs. The bank expects a further $30bn to arrive as the bonds are gradually incorporated into the index over the next 10 months, raising foreign ownership from around 2 per cent to about 5 per cent. Source: FT Link to the article >>>

21 Jun 2024

Gautam Adani is uber-bullish on indian equities "There has never been a better time to be Indian"

Source: Nikhil Oswal

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