Markets
Symbiotic Relationship of
Equity , Bonds, Foreign Exchange and Bullion
Crude Falls,
Canada Its Negative
US its most affected
Brent still at 25+ international benchmark trade rate
WTI is down an unprecedented
Storage Issues
Consumption Issues
Asset repricing...
Bubble Burst
Back to Agri and Barter
Immediate Lead impact
Crude
Gas
Lag impact
Iron ore
Lime stone
Ferrous Non Ferrous
Back to:
Agri
Bullion
Back To
Investment Strategy of 80's
Stocks of Pharma
Stocks of AgriStocks of Food Products
Back to
Stocks of Ecomm and technology
Block All Investments in India - FDI and Portfolio Investment - which has Chinese Origin as either Legal Partners (LP), Transactional origin of China, Chinese Fund Manager, From Hongkong, Cayman Island, Singapore, Taiwan, neighboring countries.
All Covenants of Conversion of Debt into Equity by the Banks of China should be stopped owing to Force Majure Clause and International Investigations.
Watch a movie WallStreet
Already written what is happening but of-course the extent is - Asset Repricing. Again Reiterating.
Models - stress testing, marginal costing and asset light
It is an unprecedented situation where VaR is 100%. And this is World Over and non localised.
Accordingly, any stress testing cannot assume 100% VaR as the result of return will be more than 100% and this is like 0 or 1 , Yes or No..and this will make new Front Countries , Funds , Companies , Billionaires and this may result in Chinese loosing major reserves and flight of business and capital with heavy penalties and Trust Lost is
https://dkgoelenkash.blogspot.com/2020/03/economic-stalemate-or-capitalists.html
https://dkgoelenkash.blogspot.com/2020/03/economic-and-supply-chain-impact-of.html
Times have changed everything since the Big Recession of 1930-32 and Even a Event based Lehman issue in 2008-2009.
Please Refer
https://dkgoelenkash.blogspot.com/2009/02/impact-of-obama-democrats-analysis.html
https://dkgoelenkash.blogspot.com/2008/12/impact-of-likely-downfall-no-more.html
All Covenants of Conversion of Debt into Equity by the Banks of China should be stopped owing to Force Majure Clause and International Investigations.
Watch a movie WallStreet
Already written what is happening but of-course the extent is - Asset Repricing. Again Reiterating.
Models - stress testing, marginal costing and asset light
It is an unprecedented situation where VaR is 100%. And this is World Over and non localised.
Accordingly, any stress testing cannot assume 100% VaR as the result of return will be more than 100% and this is like 0 or 1 , Yes or No..and this will make new Front Countries , Funds , Companies , Billionaires and this may result in Chinese loosing major reserves and flight of business and capital with heavy penalties and Trust Lost is
“It was a mistake,” you said. But the cruel thing was, it felt like the mistake was mine, for trusting you. – David Levithan
If you give your trust to a person who does not deserve it, you actually give him the power to destroy you.
https://dkgoelenkash.blogspot.com/2020/03/economic-stalemate-or-capitalists.html
https://dkgoelenkash.blogspot.com/2020/03/economic-and-supply-chain-impact-of.html
Times have changed everything since the Big Recession of 1930-32 and Even a Event based Lehman issue in 2008-2009.
Please Refer
https://dkgoelenkash.blogspot.com/2009/02/impact-of-obama-democrats-analysis.html
https://dkgoelenkash.blogspot.com/2008/12/impact-of-likely-downfall-no-more.html
3 comments:
Crude Rebounds and Cost per barrel of extraction plus profits important for UAE and OECD to manage Oil Producing Nations and refinery companies like RIL, Aramco, Cairn, BP and others.
Hence , Crude is going to rule for another hundred years minimum and for next 20 years expect the prices to go 3 to 5 times so that Oil producing countries , and their Owners , Governments, companies can manage their future, have enough to start alternate revenue streams.
Hence , Electric Vehichles, Biofuel Solar are major challanges.
Again happening as analysed on 12th May 2021
Crude Crossed 76USD/barrel
Analysts have started writing and asking after almost a month about the same
"Brent Crude oil is currently trading near its more than 2-year high of $76.05 per barrel and has been consistently bullish since the last 1 month. So how high will the crude go and when is this rally ending?
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USD/INR – The Indian rupee opened lower against the dollar ahead of crucial trade"
https://dkgoelenkash.blogspot.com/2021/06/petrol-diesel-coal-prices-may-not-help.html
Will Oil Touch $125 Per Barrel This Year?
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