Snapshots That Wow!

A 20% correction was statistically coded!

Major equity markets correct by 20% every 4 years. Given the last 20% correction was witnessed in 2020, it was almost warranted that US/ India markets witness a 20% correction now.

Source: Charlie Bilello

Silence now at par with VROOM in fuelling up!

“In a move that could fundamentally transform electric vehicle adoption worldwide, Chinese auto giant BYD has unveiled a breakthrough charging platform capable of adding nearly 250 miles of range in just five minutes—a quantum leap that brings EV refueling times remarkably close to traditional gasoline vehicles.”

Source: Bloomberg

I thought volatility was to be our friend!

A survey of fund managers by BoFA reported the biggest drop in U.S. equity allocation on record. Trump’s tariff tantrums introducing a lot of uncertainty into the American markets scaring investors away. But wasn’t volatility to be a long term investor’s friend? I guess no one is a long term investor anymore.

Source: Bofa Global Fund Manager Survey

Plough baby, plough!

America used to be a “supermarket to the world,” exporting far more food than it imported. Not anymore.

The U.S. agricultural trade deficit is at a record high — and trade wars will only make it worse.

Source: Bloomberg

Made in China!

According to our analysis, a single Chinese state-owned shipbuilder produced more commercial vessels by tonnage in 2024 than the entire U.S. industry has since World War II.

Source: csis.org

Saadda kuta, kuta. Tvada kuta Tommy?

One can’t argue that Trump has a valid point. For far too long, too many Indian industries have been “protected” by tariffs. With the coming of age of Indian consumers, the world wants to sell to us and a more even playing ground is a fair ask?

Source: LiveMint