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Alpha is a Trade Secret
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Mega Trend: India Energy Consumption
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Linkfest: 07 September, 2022
Some stuff I am reading today morning:
Lehman Event looms for Europe (Oil Price)
Adani responds to Credit Sights report (BS)
Tata Motors rolls out India’s first CNG truck (Rediff)
12,800 Cr money laundering case of Amtek Auto (Money Life)
Sector: Tyres (MC)
Thread: On Algo Trading (Nithin Kamath)
On Fractional Real Estate Commercial Properties (Stable Investor)
What’s Alpha? (Morningstar)
The worse still to come in Europe’s gas crisis (CNBC)
UK is an economic catastrophe (CNN)
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Why FIIs will come to India
Source: The Market
Q: A weaker dollar should be good for emerging markets, shouldn’t it?
Jeffrey Gundlach: Yes, when the dollar tops out, you should own nothing but emerging markets if you’re an extremely aggressive investor. I wouldn’t do it personally because I’m a low-risk personality type, but emerging markets will do very, very well. They’re so cheap compared to developed markets, and their currencies will appreciate, I think, in the next recession. That means you could have a double win when you’re a US dollar-based investor. But I don’t think it’s going to happen this year. That might be a story for 2023
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Currencies : Setting Records
