MedTech – Safest Growth Sector
340% more returns compared to S&P500. Super Strong Entry Barriers. Most of the MedTech successful companies are 50-100 years old […]
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.
340% more returns compared to S&P500. Super Strong Entry Barriers. Most of the MedTech successful companies are 50-100 years old […]
The clean hydrogen energy market is growing amazingly fast, far faster than wind or solar ever did in the early
Green Hydrogen market to grow by 55.2% CAGR (2022 – 2028): Renewable Energy Part 2 Read More »
Solar is among the fastest growing renewable energy sectors but recently the solar utility sector (size greater than 1 MW)
Renewable Energy – The Fastest Growing Sectors (Part 1) Read More »
AI started 25 years ago, but it is now that it is having a breakthrough moment. This article looks at
Copper is the new lithium. A decade of low capex, trillions being spent on energy transition, China reopening, inventories at
US unemployment lowest since 1969. But 3,55,000 were laid off in tech last year! Economic data can be confusing. Unemployment
Media (including this newsletter!) is full of inflation and recession warnings, three U.S. banks have collapsed in past two months,
Arkansas Law now Recognizes Gold and Silver Legal Tender in the State. And 23 more states are aiming for similar
The world’s largest economy is giving clear indications of a global recession, yet stocks are in a rally. Let us
Subprime loans were the root cause of 2008 financial crisis, it started in U.S. but the impact was severely felt