WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source:...

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WHAT ARE WE SEEING VERSION 1.015 05-04-2019

Transcript of WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source:...

Page 1: WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source: International Monetary Fund, J.P. Morgan Asset Management. A nonperforming loan

WHAT ARE WE SEEINGVERSION 1.015

05-04-2019

Page 2: WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source: International Monetary Fund, J.P. Morgan Asset Management. A nonperforming loan

1. Changing Ownership in BSE Listed Companies

BSE companies have transitioned from high promoter ownership to institutional

Page 3: WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source: International Monetary Fund, J.P. Morgan Asset Management. A nonperforming loan

2. What the Most Profitable Companies Make per Second

Technology and Banking products top the charts

Page 4: WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source: International Monetary Fund, J.P. Morgan Asset Management. A nonperforming loan

3. Where the Best Borrowers Live

US, Canada, Australia have the best NPA ratios in the world

Page 5: WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source: International Monetary Fund, J.P. Morgan Asset Management. A nonperforming loan

4. How Election Results in India affect FII equity inflowsIn the last 3 elections, FII equity inflows have increased significantly post election results irrespective of the winning party

Source: Bloomberg

Page 6: WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source: International Monetary Fund, J.P. Morgan Asset Management. A nonperforming loan

5. Connecting India by Roads Over the Years

FY18 saw the maximum road construction in India

Page 7: WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source: International Monetary Fund, J.P. Morgan Asset Management. A nonperforming loan

6. Highest Crude Oil Reserves in the World

Venezuela has higher Crude Oil Reserves than Saudi Arabia

Page 8: WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source: International Monetary Fund, J.P. Morgan Asset Management. A nonperforming loan

7. What Came First - IPO or Profitability?

There is a marked new trend of launching IPOs even before hitting profitability

Source: University of Florida

Page 9: WHAT WE ARE SEEING - Abakkus · Russia 10.7% Japan 1.1% 10.3% Phd nes 1.57.' Australia 0.9% Source: International Monetary Fund, J.P. Morgan Asset Management. A nonperforming loan

8. Small Cap vs Private Equity

Small cap stocks have tracked PE index in US since 1988

Source: Cambridge Associates, FactorResearch

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9. There Where Everyone is Invested

Over a third of China’s population is now invested in a single fund

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