FlowBank

1062 days ago

Internet vs. Motorboat since the great financial crisis: who is winning the race?

 It looks unbelievable, but since 2009, motorboat manufacturer Brunswick has significantly outperformed internet giant Alphabet (Google). As a true pandemic winner, Brunswicks share price has even accelerated over the past 12 months @jeffrey Hochegger

#Stocks
Brunswick vs. Alphabet (Google)

1062 days ago

Emerging Markets are not the same than before. Cyclicals and commodities are near record lows in terms of index weights.

On one hand, that means that EM indices are not benefiting from the reflation trade as they would have been in the past. On the other hand, that leaves a lot of room for a weak-USD reflation trade @BofA 

#Stocks
Historical weightings within MSCI Emerging Markets index

1063 days ago

India sees its retail market growing quickly

India’s retail market was pegged at $793bn in sales in the fiscal year ended March 2020 and is expected to grow to nearly $1.5tn by 2030, according to the latest report by retail consultancy Technopak Advisors and the National Association of Software and Services Companies.

#Stocks

1063 days ago

Lyft uplifted by relfation trade--shows strong earnings

Increased mobility, and demand for taxi services could continue seeing recent gains the app taxi service company saw recently. CEO is confident Lyft will be able to continue delivering impressive results. 

#Stocks

1063 days ago

Innovation fund ARKK gets stung by falling tech stocks

Plunging U.S. real yields -- which strip out the effects of inflation -- failed to stem another 3% fall in Cathie Wood’s ARK Innovation exchange-traded fund (ARKK) Thursday, now in the midst of its worst stretch since 2018. Drops in the likes of Twilio Inc., Zoom Video Communications Inc. and Roku Inc. dragged down the ETF, even as the mega-cap Nasdaq 100 rallied for the first time this week.

#Stocks #Technology
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