Snapshots That Wow!

Anth mein sirf trivedi bachega!

May has already seen over Rs. 58,000 crore of promoter stake sale —the highest since August 2024’s Rs. 75,000 crore !

Source: Moneycontrol

Volatility is a better friend of a FM than trending

50% of US large-cap mutual funds have outperformed their benchmarks YTD, the highest share since the 2022 bear market.

This is their second-best year in 16 years. Historically, only 37% of funds have outperformed their benchmarks, on average.

Source: Kobeissi Letter

Asia the new Axis of Power

Asian countries own more US assets than ever.

The 11 largest Asian nations have purchased $4.7 trillion of US equities and bonds since the 1997 Asian Financial Crisis. This brings their total investment in the US to $7.5 trillion.

Most of these investments are held by Japan and China at $1.8 trillion and $1.1 trillion, respectively.

Source: Bloomberg

Wait, tariffs work?

“China's first economic data print for April—the manufacturing PMI—was ugly. The overall level dropped to 49.0 from 50.5, with new export orders falling below 45 for the first time since 2022's lockdown chaos, about 1 standard deviation below the average level for both indicators.”

Source: Gavekal Research

Reason#1 to include financial planning in syllabus

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Aa ab laut chale?

Sometimes one wonders if this account is run by a satire newspaper like Onion or a stand up comedian?

Source: Trump tweet