Brave New World

Demand for copper presently is ~24 mn tones per year out of which non green demand (wiring) works to ~22.5mn tones & green demand (wind & solar) is about 1.5 mn tones. By the end of this decade, green demand for EV, charging infrastructure is expected to go upto 6-7mn tones moving from 5% of global demand to 20%....
06 Jun,  2022 | Eastern Fin Research Team 5 Mins Read Read More
While most uptrends have come under pressure in 2022, the US dollar has remained as strong. As we write, it on its path for its largest single-day gain since the pandemic crash more than two years ago....
09 May,  2022 | Eastern Fin Research Team 5 Mins Read Read More
Although equities in general have performed quite poorly in high and rising inflation environments, there are potential areas that have historically performed better at the sector level.High growth stocks tends to underperform in a US rate...
20 Apr,  2022 | Eastern Fin Research Team 5 Mins Read Read More
Despite being the best performer among recent industrializers until the 1970s, Brazil experienced severe macroeconomic crises in the 1980s and 1990s which culminated into stagnation, inflation & crises for commodity resource rich country....
02 Mar,  2022 | Eastern Fin Research Team 5 Mins Read Read More
The last decade and a half (2009-2022) has seen the CPI inflation rate average just 2%, despite broad money supply growth averaging 6.5%. Although broad money supply growth provided the liquidity adequate to spur inflation and thereby bond yields, China provided the deflationary impulse in goods prices, which channeled the money into financial asset inflation and pushed up the prices of real estate, bonds and equities leading to a low yield environment....
25 Feb,  2022 | Eastern Fin Research Team 5 Mins Read Read More
A country with < 20% of world's population has managed to stockpile > half of globe's maize & other grains, leading to steep price increases. Data from U.S. Department of Agriculture shows China has ~69% of globe's maize reserves in the first half of the crop year 2022, 60% of its rice and 51% of its wheat....
20 Jan,  2022 | Eastern Fin Research Team 5 Mins Read Read More
~67% of US households have at least 1 pet, marking the highest level of pet ownership on record. In fact, pets have become staple in many U.S. households to the point that 1 in 10 pet owners are actually delaying having children to focus on their pets....
11 Dec,  2021 | Eastern Fin Research Team 5 Mins Read Read More
New asset class that has born out of regulation – Carbon credits is witnessing surging fund flows in an ESG dominated volatile situation this year. ...
29 Nov,  2021 | Eastern Fin Research Team 5 Mins Read Read More
Extreme weather, plant shutdowns, new government sanctions has hit the chemical fertilizer market, slamming farmers already crumpled under the strain of rising production costs. ...
13 Nov,  2021 | Eastern Fin Research Team 5 Mins Read Read More
China quietly working on its own CBDCs (e-version of yuan) since 2014, could challenge the undisputed global reserve currency status for USD. This year, the PBOC launched a test of it’s CBDC in more than 30 major cities to iron out any bugs....
24 Oct,  2021 | Eastern Fin Research Team 5 Mins Read Read More
Globalization which gained wings in 1988-2016 post wall era, is facing reversal challenges with inflation, pandemic related lockdown & interventionist ideologies of governments. ...
08 Oct,  2021 | Eastern Fin Research Team 5 Mins Read Read More
Japan’s Nikkei hits 30,000 for first time in 30 years. On Valuation front four tech firms — Apple, Alphabet, Amazon and Facebook are now worth more than all 2,187 companies that make up the Topix stock market in Tokyo...
25 Sep,  2021 | Eastern Fin Research Team 5 Mins Read Read More
As most countries slipped into deep recession in 2020, one of the few countries to record positive GDP (2.9%) in pandemic, Vietnam is now in the midst of worst covid outbreak with a swathe of factories either shut down or have slowed further disrupting the existing global supply chains...
09 Sep,  2021 | Eastern Fin Research Team 5 Mins Read Read More
Across Germany, auto manufacturers have advanced their complete EV adoption deadline to 2025/2030, despite spending a fortune on the existing internal combustion system. Japan automaker joining a growing chorus of major automakers in the US & Europe that are significantly accelerating...
20 Aug,  2021 | Eastern Fin Research Team 5 Mins Read Read More

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