Ritesh Jain, a Dalal Road veteran, development watcher and World Macro Investor, captures world macro funding alternatives and financial, enterprise and monetary tendencies with charts and commentaries on this house.

Thomas Piketty is again with a 1,200-page information to abolishing billionaires

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Capitalism & markets have three driving forces, new GK paper argues: Schumpeterian (produce extra with much less), Ricardian (open new markets) & Malthusian (there gained’t be sufficient for everybody). Just one dominates at anyone time. At the moment Schumpeter in play however new wave could also be about to take over.

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Stock/gross sales ratio in US is rising which is all the time adopted by a slowdown or recession

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When Client is indebted,Consumption cycle coming to an finish and business goes by way of disruption… you don’t get into this enterprise

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Who’s Shopping for US equities which at the moment are buying and selling in any respect time excessive…it’s neither Family nor Establishments however solely Company Buybacks

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The commerce conflict has not dampened international direct funding FDI in China. For the reason that tariff conflict broke out in mid-2018 FDI has expanded about three per cent yearly, roughly the identical tempo as within the earlier 5 years.

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