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Macro and Market Trends: India vs China
As of Q1 2024, there's really no macroeconomic or market-driven argument for the "Sell India, Buy China" asset management model.
Apr 4
•
Sandeep Rao
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Macro and Market Trends: India vs China
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March 2024
Countdown to EV Industry Consolidation
Multiple factors ripen the industry for large-scale M&A
Mar 11
•
Sandeep Rao
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Countdown to EV Industry Consolidation
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Nvidia's post-Q4 Performance and U.S. Sanctions on AI Tech Exports
Quick summary of recent media coverage and commentary about the year's hottest stock (so far).
Mar 5
•
Sandeep Rao
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Nvidia's post-Q4 Performance and U.S. Sanctions on AI Tech Exports
asianomics.substack.com
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February 2024
Bitcoin ETF Surge Is Hurting Crypto Champion Coinbase
The fullness of my reasoning for my commentary at CoinTelegraph, CoinDesk, etc
Feb 12
•
Sandeep Rao
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Bitcoin ETF Surge Is Hurting Crypto Champion Coinbase
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December 2023
Stablecoins: An Evolving Tool Against Remittance Costs
Coinbase's metrics indicate potential to transform FX costs for the global diaspora
Dec 20, 2023
•
Sandeep Rao
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Stablecoins: An Evolving Tool Against Remittance Costs
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Chinese Homebuyers in the U.S. To Increase in Volume and Value
With an uncertain domestic economy, a large proportion of Chinese investments overseas in real estate aren't estimated to be "investments"
Dec 1, 2023
•
Sandeep Rao
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Chinese Homebuyers in the U.S. To Increase in Volume and Value
asianomics.substack.com
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November 2023
Big Tech's Q3: Observations Made to Media
Musings on the forward-looking outlook for Tesla, Microsoft, Amazon and more.
Nov 27, 2023
•
Sandeep Rao
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Big Tech's Q3: Observations Made to Media
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October 2023
My Interview with AusBiz TV
A quick summary of my wide-ranging conversation with a leading Australian business channel.
Oct 27, 2023
•
Sandeep Rao
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My Interview with AusBiz TV
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September 2023
China's Real Estate Doldrums is a Foreshadowing
Expansion of commentary offered to Investopedia and Nikkei Business Asia
Sep 25, 2023
•
Sandeep Rao
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China's Real Estate Doldrums is a Foreshadowing
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August 2023
E-Waste Will Be a Global Critical Material Equalizer
Ongoing research makes the prospect of mineral extraction from waste an increasingly viable proposition
Aug 21, 2023
•
Sandeep Rao
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E-Waste Will Be a Global Critical Material Equalizer
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Korea's EcoPro Has a "Tesla Stock" Problem
Much like with the EV carmaker's stock, popular narratives delink the stock's valuation from the underlying company's fundamentals.
Aug 11, 2023
•
Sandeep Rao
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Korea's EcoPro Has a "Tesla Stock" Problem
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July 2023
China's Chipmaking Metal Curbs is a High-Loss Play
China seeks dominance in strategic materials but global/technical factors would likely play spoiler.
Jul 10, 2023
•
Sandeep Rao
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China's Chipmaking Metal Curbs is a High-Loss Play
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