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

THANK YOU