MIRA Money

2025: A Turning Point for the U.S. Dollar? As we step into 2025, one of the most pivotal macro trends is emerging: the U.S. dollar may be nearing a significant peak, with its decline already evident on a 10-year rolling basis. Here’s why this could shape global markets in the years ahead: 1. Fiscal & Monetary Shifts Reduced fiscal spending and suppressed interest rates—critical to managing U.S. government expenditures—are likely to drive the dollar’s decline. 2. Debt Dynamics The U.S. economy faces a unique challenge: growing GDP by nearly 5% just to service its debt. No other major economy—be it Japan, the Eurozone, or the UK—bears this burden to the same extent. 3. Currency Trends Are Relative While the dollar’s strength surged recently, factors like the enduring impact of the Trump-era tariffs and policy shifts under the new administration could weigh it down. 4. A New Dollar Doctrine As Treasury Secretary Scott Bessent aptly noted, a weaker dollar and the USD’s reserve currency status aren’t mutually exclusive. The long-term trajectory appears asymmetrically skewed to the downside, despite potential short-term fluctuations. This decline could signal one of the most transformative macro shifts since the Global Financial Crisis. Are your strategies aligned for a new era of currency trends? #Macroeconomics #USDollar #GlobalMarkets #FiscalPolicy

Auto sales rev up to close 2024! Passenger vehicles are leading the charge, with Maruti Suzuki topping the charts with a stellar 29.6% YoY growth, farm equipment continues to plow ahead with strong growth, while two-wheelers face a speed bump. Could this signal the rural economy shifting into higher gear? What do you think these numbers tell us about consumer demand and economic trends? #Auto #Vehicles #Sales

Thank you 2024 & Get Set for 2025 ! #HappyNewYear

Watch Anand K Rathi share his view on 2 important topics. - Investing ideas for 2025 - Markets going forward and how to position your portfolio. https://lnkd.in/gsVg5SJ6

$1.5 Trillion Wiped Out: Fed's Rate Cut Sparks Market Turmoil On Dec 18, 2024, the Federal Reserve cut rates by 25 bps to 4.50%, while signaling a cautious 2025 with only two more cuts planned (from the expectation of 4). The result? US Stock market gains from the past month erased in just one day. U.S. Markets: Lost over $1.5 trillion in value. S&P 500 (-2.9%), Nasdaq (-3.6%), Dow (-1,100 pts). India: Sensex & Nifty closed 1% lower, and INR hovered near 85/USD under pressure. This shows how sensitive markets remain to monetary policy shifts, with global investors now bracing for a challenging 2025. #FOMC #Investing #Nifty

With 2024 almost coming to an end, it's again time to see how different asset classes performed. P.s there's not a lot of difference between the 1st and 2nd place!

Global markets are presenting a mixed bag of opportunities. 1. MSCI India: Leads with the highest EPS growth in 2025 (16.5%) and remains strong in 2026 (16.1%), but trades at a premium Forward PE of 25. 2. MSCI Brazil: Offers value at a Forward PE of 9.3, with EPS growth of 15% in 2025, slowing to 10.3% in 2026. 3. S&P 400 & 600 Growth: Solid EPS growth of 10.4%–12.6% in 2025, accelerating to 14%–16% in 2026, with moderate valuations. 4. MSCI China: Lags with single-digit growth (9.4% in 2025, 11.9% in 2026) but trades at an attractive Forward PE of 10.9. High growth often comes at a premium—are the valuations justified, or is caution warranted? Which markets align with your 2025-2026 outlook? #GlobalMarkets #Investing #Valuations #EPSGrowth #EmergingMarkets

India's manufacturing sector is set for a 3.4X growth over the next decade! With PLI schemes, infrastructure boosts, and a skilled workforce, manufacturing's share of GVA is projected to rise from 14% in 2024 to 21% by 2034, contributing 32% to incremental GVA. As India positions itself as a global manufacturing hub, can this momentum drive India towards its $10T+ economy target? What are your thoughts—game-changing opportunity or a challenge to sustain? #IndiaGrowthStory #Manufacturing #Economy #PLI #Innovation #FutureOfIndia

India’s Telecom Industry: Shifting Focus Beyond Metros! With the rise of 5G services, Indian telecom operators are accelerating efforts to improve network coverage and capacity in tier-II cities and rural areas. Here's why these regions are becoming the growth engines for telecom companies: 1. Higher Data Consumption: Consumers in tier-II cities use 35-40 GB per capita/month, which is 15-20% higher than metro cities. Sporting events like IPL often push peak usage to 50-60 GB! 2. Rising 5G Penetration: Tier-II cities like Jodhpur, Ranchi, and Lucknow are catching up with metro cities in 5G penetration, reaching 35-40% adoption compared to 40-45% in metros. 3. Revenue Growth in Lower-Tier Markets: Revenue growth YoY (Q2 FY24): i. Metros: 7% ii. A/B circles: 13% iii. C circles: 15% Reliance Jio has seen a 34% CAGR growth in subscribers from tier-II and beyond (FY17-FY24), now accounting for 44% of its total base. JioPhone and targeted tariffs have played a pivotal role in this growth. 4. Big Investments Ahead: Bharti Airtel is focused on expanding coverage and sweating existing deployments in lower-tier circles. Vodafone Idea plans to invest ₹50,000-55,000 crore to enhance coverage and deploy 5G over the next three years. As the digital revolution expands to Bharat, telcos are unlocking significant opportunities in India’s hinterlands, bridging the connectivity gap and driving economic growth. What are your thoughts on the telecom industry's pivot to non-metro regions? Share in the comments below! #Telecom #5G #DigitalIndia #RuralGrowth #TelecomTrends

SIP Accounts at All Time High! The Indian mutual fund industry is witnessing a historic moment with SIP accounts reaching an all-time high of 10.23 crore in November 2024, up from 10.12 crore in October 2024. 🏆 Monthly SIP inflows have soared to ₹25,320 crore, marking the second consecutive month of inflows exceeding ₹25,000 crore! Growth Trends: FYTD: 31.4% | YoY: 48.3% 📈 This surge reflects the growing confidence of Indian investors in the power of disciplined wealth creation through SIPs. With numbers like these, India's investment journey is on a solid growth trajectory. 🇮🇳 What’s your take on this remarkable growth in SIPs? Share your thoughts in the comments! 👇 #MutualFunds #SIP #IndiaGrowthStory #Investing #FinancialPlanning