What no one is talking is about the Weather Draught in Europe. Spain Italy France England Netherlands. Average impact in next 1 year is almost negative 3%.
Refer other Analysis Shared and Comments
European economic crisis is going to lead to defaults for sure and Russia and China is working towards it.
Wastage of Money and investment in Defence by countries. Average Diversion is 3-5%. This is being taken out from people and reserves.
It is important to *feel the sentiments and Opportunity of Making Money* and missing Strategy.
Earlier it has been repeatedly written that this situation is a Controlled ColdWar+ situation.
USDX appreciation is a misnomer as Whatever happens it rises unless there is a Lehman Brothers event happens 2008 71 level.
Indian markets are experiencing growth towards 60K and it has been continuously shared that due to *Vasudhaiv Kutumbhkam* *Brain* *Natural Resources* *Security* *Legal Framework* *Stable Political Situation* is leading to inflows and moving MNC's to India.
These are reasons for the undercurrent which is discounting negative news and bounces back.
In fact India is the only Option left for MNC's in Industry, Manufacturing, Agri, Technology sectors.
How well and how much more we open us and accept them like CHINA, Chile, Dubai, Malaysia, Hong kong, Singapore did n last 40 years is is what is to be seen.
Appreciation of INR is a policy that is directly linked to FDI and Trade Surplus. Accordingly this is a vicious Cycle.
Rest as regards Bullion, its loosing its sheet, but because of twice asset repricing, there is already a 20% increase from a base 1200USD levels. So 1450-1550 is the revised base levels.
As regards Strategy, Volatility is a boon for making money in Fringe Markets using F&O and Covered Strategies.
Accordingly Stay Invested and Keep Trading in India and Next Big return market should be Thailand, Indonesia, Malaysia, South Africa. Chile, Khajakistan.
To watch OPEC meeting and 13 Sept Powell analysis.
Happy Investing...
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