Tesla in India
Tesla is sending a team of execs to India this week to smooth-talk officials from Narendra Modi’s government, which has previously objected to Tesla selling its made-in-China cars on the sub-continent. Tesla would like to move at least some of its supply chain to India as a way of lessening its dependence on China.
Change in ownership over past decade
Since 2014, retail shareholding has increased by 9% in top large-cap stocks (directly and indirectly via institutions like mutual funds, insurance, NPS, PF etc.)
The sellers have been promoters and foreigners (about 4.5% each)
This show’s the strength and consistency of flows to domestic institutions and increase in broking accounts and Demat accounts
How big is the Infrastructure plan for India?
India is putting its money where its mouth is - building capacity to kick start future growth in transportation and logistics !
Surging Indian copper demand would be one of the enormous surprises this decade. Total mine supply has not kept pace with demand, having increased by 1.7% year-over-year, according to WBMS data. The biggest surprise in mine supply has come from the unexpected drop in Chilean production, which fell unexpectedly by almost 300 tones this year, equating to 6%.
Will this lead to surge in copper prices just like 2005 and 2006?
Disclaimer
The above material is neither investment research, nor investment advice.
This document may contain confidential, proprietary or legally privileged information. It should not be used by anyone who is not the original intended recipient. If you have erroneously received this document, please delete it immediately and notify the sender. The recipient acknowledges that Eastern Financiers Ltd ("Eastern")or its subsidiaries and associated companies, as the case may be, are unable to exercise control or ensure or guarantee the integrity of/over the contents of the information contained in document and further acknowledges that any views expressed in this document are those of the individual sender and no binding nature of this shall be implied or assumed unless the sender does so expressly with due authority of Eastern or its subsidiaries and associated companies, as applicable. This document is not intended as an offer or solicitation for the purchase or sale of any financial instrument / security or as an official confirmation of any transaction.
Investment Disclaimer
Investment Products are not obligations of or guaranteed by Eastern Financiers Ltd or any of its affiliates or subsidiaries, are not insured by any governmental agency and are subject to investment risks, including the possible loss of the principal amount invested. Past performance is not indicative of future results, prices can go up or down. Investors investing in funds denominated in non-local currency should be aware of the risk of exchange rate fluctuations that may cause a loss of principal.
This document does not constitute the distribution of any information or the making of any offer or solicitation by anyone in any jurisdiction in which such distribution or offer is not authorized or to any person to whom it is unlawful to distribute such a document or make such an offer or solicitation
Login
