Exciting news is brewing in the financial world, particularly for India’s stock market. With a staggering 78% of equity options traded worldwide last year occurring in India, the stage is set for a potential explosion in the Indian stock market. This surge could mark a significant shift in the global investment landscape and present lucrative opportunities for investors.
Meanwhile, closer to home, the performance of S&P 500 companies is a mixed bag. While an impressive 93.2% of companies have reported their earnings, only 77.9% have managed to exceed consensus estimates. Although this figure remains high historically, it represents a slight dip from the record-breaking numbers seen in the previous quarter. Investors are closely monitoring these developments as they navigate the ever-changing market conditions.
Amidst these developments, there’s a concerning trend emerging: the yield curve has been inverted for a staggering 18 consecutive months. This surpasses the previous record set from 1978 to 1980, indicating a prolonged period of economic uncertainty and potential volatility in the financial markets.
As investors, it’s essential to stay informed and adaptable in response to these shifting dynamics. While opportunities arise in burgeoning markets like India, it’s equally crucial to remain vigilant and diversified to mitigate risks and capitalize on emerging trends.
78% of equity options traded worldwide were traded in India last year, per WSJ: pic.twitter.com/B6cXhc455e
— unusual_whales (@unusual_whales) March 22, 2024
The Indian stock market is about to explode.
Which means, these bubbles are now ending:
Bitcoin/Crypto
AI / Semis
Indian stocks
Apple
TeslaAs long as Go Daddy remains at all time highs, this will all be fine. pic.twitter.com/OIjqVVJFep
— Mac10 (@SuburbanDrone) March 21, 2024
"With 93.2% of companies reporting, 77.9% of S&P 500 companies have exceeded consensus estimates. While high by historical standards, it is down from the record high 81.9% in Q3."@NDR_Research pic.twitter.com/pEbVTHlK7k
— Daily Chartbook (@dailychartbook) March 22, 2024
The yield curve has been inverted for 18 consecutive months. That is a new record, exceeding the 17-month precedent that was set from 1978-1980. pic.twitter.com/WIkZ2ij6oN
— Jeff Weniger (@JeffWeniger) March 22, 2024