Welcome to the 60th edition of #AKGweeklycharts. This newsletter is a weekly selection of 10 charts hand-picked across the internet which pertains to our investment strategy. The charts focus on various forces and factors that influence our Investment outlook and bring an updated insight and perspective. Key highlights in this issue of #AKGweeklycharts - Edition 60 - Vanishing LME stocks add to metals turmoil - India's macro improving except trade balance - Car rentals shooting up in Europe amid vacations - Value to lead the rally in a repeat of 2000? For investing in our smallcase, visit : fintrekkcapital.smallcase.com Follow on twitter here : https://twitter.com/fintrekk Subscribe to (free) AKG weekend readings newsletter here : https://amitgupta.substack.com/ ** ​This newsletter is for information purposes only. In this material, Amit Kumar Gupta (SEBI registered Research Analyst, INH100009327) has used information that is publicly available and is believed to be from reliable sources. While utmost care has been exercised, the author does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. Readers, before acting on any information herein should make their own investigation & seek appropriate professional advice. Any sector(s)/ stock(s)/ issuer(s) mentioned do not constitute any recommendation and the RA may or may not have any future position in these. All opinions/ figures/ charts/ graphs are as on date of publishing (or as at mentioned date) and are subject to change without notice. Any logos used may be trademarks™ or registered® trademarks of their respective holders, our usage does not imply any affiliation with or endorsement by them. Past performance may or may not be susta​​ined in the future and should not be used as a basis for comparison to infer any investment ideas.

1. AKG WEEKLY CHARTS
18 jul'22- edition 60
C h a r t s C o m p l e m e n t i n g S t r a t e g y
BY AMIT KUMAR GUPTA

2. ​Vanishing LME shadow stocks add to metals market turmoil Page 1 of 10

3. India's macro data improving except trade defecit Page 2 of 10

4. US Q2 Earnings growth, led by energy... Fall led by energy too in Q3? Page 3 of 10

5. INdia still expensive as compared to other EMs on trailing PE Page 4 of 10

6. Cheap euro = cheap travels? Car hire rates in italy =3x since 2019 Page 5 of 10

7. GERMANY GDP to contract by 1% in 2023 led declining nG supplies Page 6 of 10

8. Page 7 of 10
Repeat of June 2000? growth stocks breakdown, value stocks lead the rally

9. FII rate hike SElling = DII support buying. SUpply risks from fiis to continue at 2015 allocation? Page 8 of 10

10. Share of top 30 cities in mf AUM decreasing Page 9 of 10

11. higher volatility but enough dry powder for pE to tide over short term stress Page 10 of 10

12. disclaimer
​
This newsletter is for information purposes only. In this material, Amit Kumar Gupta (SEBI registered Research Analyst, INH100009327) has
used information that is publicly available and is believed to be from reliable sources. While utmost care has been exercised, the author
does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use
of this information. Readers, before acting on any information herein should make their own investigation & seek appropriate
professional advice. Any sector(s)/ stock(s)/ issuer(s) mentioned do not constitute any recommendation and the RA may or may not
have any future position in these. All opinions/ figures/ charts/ graphs are as on date of publishing (or as at mentioned date) and are
subject to change without notice. Any logos used may be trademarks™ or registered® trademarks of their respective holders, our usage
does not imply any affiliation with or endorsement by them. Past performance may or may not be susta​
​
ined in the future and should not
be used as a basis for comparison to infer any investment ideas.