Economics Finance Investments Economic Trends
DSP Mutual Fund
DSP Mutual Fund

@dspmf

15 Tweets 1 reads Oct 09, 2023
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#DSPNetra is out now! It tracks the latest economic trends & insights that matter
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Why is the bond yield surging in the US? Because the US treasury is borrowing heavily while the US Fed is selling bonds. A double whammy. 1/15
#DSPNetra is out now! It tracks the latest economic trends & insights that matter Follow the th...
dspim.co/NetOct23
What Happens To Corporate Profits When Interest Rates Rise To Such Levels? 2/15
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What Happens To Corporate Profits When Interest Rates Rise To Such Levels? 2/15 Download #DSPNetra...
dspim.co/NetOct23
Higher rates in the US are creating conditions for a disinflationary and deflationary trend ahead. Growth likely to suffer. 3/15
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Higher rates in the US are creating conditions for a disinflationary and deflationary trend ahead. G...
dspim.co/NetOct23
The US Corporate bond market is complacent with ultra-low spreads. These are ripe conditions for a knee-jerk reaction if some unknown events occur. 4/15
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The US Corporate bond market is complacent with ultra-low spreads. These are ripe conditions for a k...
dspim.co/NetOct23
Junk bond yields donโ€™t tell the true picture of tightening financial conditions in the US. This is a warning sign. 5/15
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Junk bond yields donโ€™t tell the true picture of tightening financial conditions in the US. This is a...
dspim.co/NetOct23
Copper prices have declined to 2023 lows. Forward curves are in contango. This suggests the sticky demand-side inflation is likely to cool. 6/15
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Copper prices have declined to 2023 lows. Forward curves are in contango. This suggests the sticky d...
dspim.co/NetOct23
The US Dollar has once again reached levels which are unsustainable. If growth slows, the biggest beneficiary will be Gold. 7/15
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The US Dollar has once again reached levels which are unsustainable. If growth slows, the biggest be...
dspim.co/NetOct23
China, a historical source of growth, is becoming a fountainhead of disinflation. 8/15
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China, a historical source of growth, is becoming a fountainhead of disinflation. 8/15 Download #DS...
dspim.co/NetOct23
The divergence in global trade & corporate revenues is likely peaking. A convergence can occur with corporate revenues slowing. 9/15
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The divergence in global trade & corporate revenues is likely peaking. A convergence can occur w...
dspim.co/NetOct23
Indian firms are witnessing a slowdown in revenue growth. This can impact profitability. ๐—ช๐—ฎ๐˜๐—ฐ๐—ต ๐—ผ๐˜‚๐˜. 10/15
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Indian firms are witnessing a slowdown in revenue growth. This can impact profitability. ๐—ช๐—ฎ๐˜๐—ฐ๐—ต ๐—ผ๐˜‚๐˜....
dspim.co/NetOct23
A large dose of caution in the smaller segments would serve investors better. 11/15
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A large dose of caution in the smaller segments would serve investors better. 11/15 Download #DSPNe...
dspim.co/NetOct23
Where are we in Valuations? History says, be conservative. 12/15
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Where are we in Valuations? History says, be conservative. 12/15 Download #DSPNetra https://t.co/D1...
dspim.co/NetOct23
Is this the beginning of another High Growth Phase for India? 13/15
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Is this the beginning of another High Growth Phase for India? 13/15 Download #DSPNetra https://t.co...
dspim.co/NetOct23
To succeed, ๐˜€๐˜‚๐—ฟ๐˜ƒ๐—ถ๐˜ƒ๐—ฒ ๐—–๐—ต๐—ฎ๐—ผ๐˜€. 14/15
To succeed, ๐˜€๐˜‚๐—ฟ๐˜ƒ๐—ถ๐˜ƒ๐—ฒ ๐—–๐—ต๐—ฎ๐—ผ๐˜€. 14/15 https://t.co/cucGiL3GxA
Disclaimer๐Ÿ‘‡ 15/15
Disclaimer๐Ÿ‘‡ 15/15 https://t.co/HyjPWOLWXw

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