Electrification is our Macro Theme Ff The Decade
Grid Strategies, a US consultancy, said that nationwide forecasts for electricity demand growth over the next five years had “shot up” from 2.6 per cent in 2022 to 4.7 per cent in 2023, in a report based on an analysis of utility filings to the Federal Energy Regulatory Commission.
Inflation Expectations Are Ripping Higher Again
A rebound in the price of oil would be a massive headache for the Fed. A March cut is irresponsible at this point of time.
US Budget Deficits: Higher For Longer
The US and China stand out both for their very wide deficits and how little progress is expected.
Greedflation
“Price over volume” was alive and kicking in 2023. Here are six of the world’s most important food producers. They did NOT lower prices when volumes were weak or even declining, instead prices propped up sales revenues.
NIFTY Is Overvalued
Indian equity benchmark, NIFTY is setting some records. As per CLSA, while NIFTY is quite overvalued, on other end of spectrum, China is quite undervalued on lot of parameters
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