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https://twitter.com/moneycontrolcom/status/1653619370612932608...how the base rates have moved over time, the key sectors where these super-compounders have been present in (and how they hv changed with time), & how companiess in otherwise "boring" sectors have compounded their profit n revenue pools, often without raising external equity!
https://twitter.com/hktg13/status/1503679240406982656?t=LKl40guE9PFqUhy3m26ogQ&s=08
https://twitter.com/hktg13/status/1606839007358640128Returns in US (period from 1959, when it crossed 500bn$ to 1991, when it crossed 6tn$). Broadly, returns have improved as US moved from 3 to 6tn$, giving good double digit returns.
https://twitter.com/ruima/status/1508775855106899968Will be interesting to see how India stacks up here, our median wealth to income is much smaller than developed world or china, & our spends on education per capita hv grown almost 9x in last 20 years (govt+private spends) compared to almost 6.7x growth in GDP per capita
https://twitter.com/EconomPic/status/1503551791031414785While returns have been anaemic, what is incredible is the drawdown chart of MSCI China over these 30 years! Almost every year a 40 to 50% drawdown in index with nothing much to show in terms of returns over so long a period...phew!
https://twitter.com/hktg13/status/1414943961953701888Are bond mkts signalling tht recovery ahead will be even more anaemic than previous decade (this cycle so far topping at 150bps as against 300 bps usually)? More imp,in the last few sessions, US2/10 has fallen below 100bps.Are we in for a muddle-through economy in decade ahead?