Halo effect in investing
There are many people who love Apple’s iPhone, watch, and other items. Many would blindly buy even if it starts […]
Trikaal Macros is a weekly newsletter on economy and markets, focusing on long-term market drivers and its future outlook. In the short run, a whole lot of factors can drive markets up or down, but in the long run, it is either the government policies, structural factors, or technological innovations, that will drive the economy and markets. Certain government policies impact may last for decades like India’s LPG of 1990s (liberalization, privatization, globalization), but mostly those are generic policies that boost the whole economy.
Within the broad economy, there are always certain sectors that outperform others. And in most of such cases, they are driven by technological innovations. So, understanding these tech developments are crucial to identify the top sectors for long-term investing. This newsletter aims to do that.
There are many people who love Apple’s iPhone, watch, and other items. Many would blindly buy even if it starts […]
If there are reasons to believe that economy is strong and companies will continue to grow and report higher sales
Global stocks rally post pandemic was fueled by easy money (high liquidity and low interest rates), and that same thing
Gold prices are skyrocketing. The price of the yellow metal futures in the US has hit an all-time high at
Hydrogen Fuel Cells have potential to replace traditional power plants and IC engines. And that makes it a real big
Fuel Cells – An opportunity to replace fossil fuels Read More »
Global Risks are at Unprecedented High Levels The key reason for a global recession in near future is a continuing
EV sector is at the start of a secular growth phase, and it will be a key driver of global
The EV Revolution and its Biggest Investment Opportunities Read More »
Coined by economist Joseph Schumpeter in 1942, the theory of “creative destruction” suggests that business cycles operate under long waves
The Sixth Wave – What will drive markets for next 50 years? Read More »
Semiconductors are at the heart of AI revolution, and demand is set to grow for years to come. Manufacturing
Semiconductor Metrology – At the Core of Chip Market Explosive Growth Read More »
Available 24/7 unlike solar and wind. Renewable Energy – Part 3. It is an inexhaustible resource. It would take 5
Geothermal Energy – Enough for next 5 billion years! Read More »