Page three - Indian equities (September 27)

20170927 Cindy India

Ken_Dyks

However, it is possible that the Nifty has topped out in the short-term. It was down 2% last week, on increased macro and corporate concerns. The biggest worry is the economy’s recent under performance as companies and individuals try to adjust to the dual policies of demonetization and the introduction of the GST tax.

Comments (3)

No. 1-3

Ken_Dyks

Editor

Oct 3, 2017

@conversation test message

Rupert Mitchell

Editor

Sep 28, 2017

It looks like it is just the locals still buying
https://www.bloomberg.com/news/articles/2017-09-28/local-funds-emerge-as-the-only-bulls-in-india-as-foreigners-sell?cmpid=socialflow-twitter-business&utm_content=business&utm_campaign=socialflow-organic&utm_source=twitter&utm_medium=social

Paul Krake

Editor

Sep 27, 2017

The recent bout of USD strength certainly hasn't help this equity weakness. Time to look in some profits. Hard to see significant EM strength between now and year end if US yields are going to continue to rise at the margin

The View

FEATURED

COMMUNITY

My Cryptocurrency Rant

Indulge me for a bit and allow me to slam cryptocurrencies. There is just too much time devoted to studying initial coin offerings and while the blockchain is game changing, most digital currencies serve no economic purpose. I’m no Luddite but just because something is digital, doesn’t make it legit

Paul Krake

khaled2020

Public opinion is swinging against tech monopolies (September 26)

The battle between technology monopolies and governments has only just begun. This is not designed to stifle innovation, but to make sure that the interests of citizens and the profit motive of these companies are aligned.

Ken_Dyks

RDAM

From the brilliant Byron Wien - China’s Critical Role in Technology and Geopolitics

Blackstone is pleased to offer the following Market Commentary by Byron Wien which shares his thinking on global economic developments, market insights and other factors that may influence investment opportunities and strategies

Paul Krake

Stephen_Clapham

Watch - Jeff Gundlach's latest views on bond sell-off

CNBC interviews "Bond King" Gundlach

Ken_Dyks

khaled2020

A quick thought on UK politics. No reason to own the pound.

My structural bearishness towards the pound has been problematic in 2017 due to: 1) Weakness in the USD, 2) a more hawkish Bank of England and 3) a more conciliatory tone by Theresa May towards Brexit negotiations. Boris Johnson's ambitions are about to change all this.

Paul Krake

RDAM

Presentation from GM: Changing the World with AV

A brilliant, 81 page presentation by GM on the future of autonomous vehicles

Paul Krake

VFTP

Clean Disruption: Energy & Transportation

Very insightful presentation by Tony Seba. By 2030 95% of all passenger-miles are going to be driven by Autonomous Electronic Vehicles.

Ken_Dyks

Slack valued at $5bn after SoftBank joins fundraising

Workplace messaging app Slack has been valued at $5.1bn in its latest fundraising, which drew $250m from investors as the weight of cash in private markets continues to push up the valuations of the fastest-growing tech companies.

Ken_Dyks