Recession is certain, bounce back is temporary
Markets are still well below the top of September 2021, and there are clear risks ahead. Markets may see a […]
Newsletter
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.
Second Largest Bank Failure in US – Contagion Crisis Looming
Big Crisis? 1. SVB failed with $200 billion in 24 hours 2. Stock markets lost $2 trillion in 5 days
Second Largest Bank Failure in US – Contagion Crisis Looming Read More »
A Big Positive for Indian Economy after 14 years!
Hi all! It is well known that stock markets go up if investors expect economy to grow. And stock markets
A Big Positive for Indian Economy after 14 years! Read More »
5G – India’s Next Growth Engine
Hi all, India is going to record the fastest 5G rollout in the world and it is going to have
Urbanization – Biggest Long-term Investment Opportunities
A major part of India lives in rural, but a massive number of people are migrating to urban. This process
Urbanization – Biggest Long-term Investment Opportunities Read More »
Next recession can come from housing sector
Though Sensex is on a strong up trend but global economy is weak and risk of a global recession is
Indian IT sector is expected to witness good growth
We have been mentioning that we are bullish on IT sector since the start of October. Though the global IT
Indian IT sector is expected to witness good growth Read More »
Inflation falling, will the rally continue?
Last Friday saw a massive jump in US stock markets, highest one day rise in last two years! This was
Credit Growth at Nine Years High, Strong Bullish Signal.
One of the very accurate indicators for future of stock market trend is the growth in bank credit. The more
Credit Growth at Nine Years High, Strong Bullish Signal. Read More »
Time to Buy Stocks but Conditions apply
Apple recently announced plans to make its latest iPhone 14 in India, a significant milestone in the company’s strategy to