WHAT WE ARE SEEING - Abakkus
Transcript of WHAT WE ARE SEEING - Abakkus
WHAT ARE WE SEEINGVERSION 1.004
02-11-2018
1. Central Banks Balance Sheets
All major central banks are tapering their balance sheets
Source: Bloomberg
2. MSCI World P/E ratio
MSCI World P/E now at 16.6, down 27% over the last 2 years
Source: Bloomberg
3. US Consumer confidence index
US consumer confidence rose to highest levels in past 18 years, driven by employment growth
Source: Bloomberg
4. Data LocalisationGovt initiative to localize data storage is a step in right direction
Source: Economic Times
5. Value of the Industry’s top-selling products in US
Minerals from Texas is the largest product across states in US
Source: Howmuch.net
6. S&P 500 cos citing negative impact in Q3
Number of companies citing US tariffs as negative impact on earnings rose 5x
Source: Factset
7. What do the Tech giants know about us ?
From your recent purchases to political views, Tech giants have all your data
Source: Acxiom, Oracle
8. Human Life Time share
On an average, humans spend 9 years on TV, Video game & Social network
Source: Funders & Founders, World Bank
9. Pradhan Mantri Jan Arogya Yojna
About 1 lac patients have benefitted within 35 days of launch
Source: Economic Times
11. Cement usage comparison
China’s 3 years of cement usage surpasses US’s 100 years of usage
Source: USGC
12. Best and Worst IPOs of 2018
Astron paper leads amongst the 2018 IPOs
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