Blackrock: Last Opportunity To Extend Duration

🚨 🚨 “We believe the recent back up in rates is probably the last best opportunity to extend duration,” wrote Gargi Pal Chaudhuri, chief investment and portfolio strategist, Americas, at BlackRock. “We do still see investors as being overweight in cash and underweight duration in their portfolios”

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The Great Rotation

🚨 🚨 The stock market is starting to show signs of a leadership rotation, meaning that some previously overlooked sectors hold promising investment opportunities, including some notably old economy stocks

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Japan: Big Time Is Just Starting

🇯🇵 🇯🇵 Japan just concluded a 34-year trek in the wilderness of deflation and ended its nearly 20-year negative interest-rate policy. The stock market has responded by achieving new all-time highs, last seen in 1989, rising 35% in the past year

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A Cruise Stock With 58% Upside

🚢 🚢 This cruise stock looks worth buying [58% Upside]. It is successfully “navigating unexpected headwinds [and] delivered yet another strong
quarter,” says Macquarie analyst Paul Golding

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India ETFs: Make At Least 30%

🇮🇳 🇮🇳 Non-Indian Investors: Let Us Create For You A Portfolio Of Indian ETFs That Will Give You A Return Of 30% Per Trade. India is expected to grow at 6.1% in 2024, outpacing China’s projected growth of 4.7%. The Indian economy expanded by 8.4% in the October-December 2023 quarter. The Reserve Bank of India believes India can sustain 8% annual GDP growth

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India’s Middle Class Will Rule

🇮🇳 🇮🇳 India’s middle class population is estimated to reach 1.02 billion out of a projected total population of 1.66 billionby 2047, constituting approximately 61% of the population. The middle class spends around 51% of their income on basic needs like food, while the rich spend only 44% on such necessities and allocate around 50% to discretionary expenses

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Indians Love Snacks And Biscuits

🇮🇳 🇮🇳 The Indian savoury snacks market was valued at INR 728 billion ($9.6 billion) in 2021 and is expected to reach INR 1,185 billion ($15.6 billion) by 2025, growing at a CAGR of 13%

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India Jewelry Sector: A $43B Market

🇮🇳 🇮🇳 The Indian gem and jewelry market was valued at $43.71 billion in 2023 and is projected to reach $133.96 billion by 2030, growing at a CAGR of 17.35%

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India: Regional Banks Are Powerhouses

🇮🇳 🇮🇳 Total Business up 2.9% QoQ & 8.8% YoY. Total Deposits up 3.5% QoQ & 7% YoY. Domestic Deposits up 3.5% QoQ & 6.6% YoY. Stock is up 102% in 12 months

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