Data discoveries of the week, presented in charts. This week we look data about the time it take for core inflation to ease to normal levels, top 10 countries with the largest railway networks, Per capita CO2 emissions of leading countries, India’s obesity boom is affecting the economy and more.
- State of the Indian MF industry in FY22-23
Presenting a series of insightful data points highlighting the changes in the Indian MF industry in FY22-23, curated from data by @amfiindia. 👇
The proportionate share of equity schemes and ETF ⬆️whereas market share of debt-oriented scheme ⬇️
— Kuvera (@Kuvera_In) May 11, 2023
2. Continuing on this theme, here is a trendline showing assets managed by the Indian MF industry from March 22 to March 23.
Assets managed by the Indian mutual fund industry have increased by 6.22% from ₹37.70 trillion in March 2022 to ₹40.05 trillion in March 2023.
— Kuvera (@Kuvera_In) May 5, 2023
3. Per capita CO2 emissions 💨 by leading global economies in 2021 👇🏽
— Kuvera (@Kuvera_In) May 4, 2023
4. India has over 1.5 million schools. Here are the numbers for each state.
Did you know that India has over 1.5 million schools🏫? Take a closer look at this state-wise breakdown of the regions with the most and least number of schools.#Chartoftheday #school #data pic.twitter.com/WNq9LkzXzr
— Kuvera (@Kuvera_In) May 8, 2023
5. Share of brands in 🤳 global smartphone shipments in 2022.
— Kuvera (@Kuvera_In) May 10, 2023
6. Chhuk chhuk! These are the top 10 countries with the largest railway networks 🛤️
India 🇮🇳 has the fourth largest railway network🚂 in the world with with a total route length of 68,043 km and a running track length of 102,831 km 🛤️🚆. Can you guess which country in the world doesn't have any railway connectivity at all? 🤔 #IndiaRailways #RailwayNetworks… pic.twitter.com/BIEZPwRwuO
— Kuvera (@Kuvera_In) May 9, 2023
7. Over 90% of global diamond manufacturing happens in India.
India boasts more than 90% of the world’s diamond manufacturing. But the industry may be impacted by a G7 plan to stop Russia from profiting off the sale of its gemstones https://t.co/fg5K9z3Y0l pic.twitter.com/p6498qngXX
— Financial Times (@FinancialTimes) May 11, 2023
8. The dance of rate hikes and Gold prices
— Elements (@VCElements) May 10, 2023
9. Producer prices in China vs the US.
— jeroen blokland (@jsblokland) May 11, 2023
10. The burgeoning budget deficit of the US government.
The US government continues to spend money like a drunken sailor w/ the budget deficit widening to $1.9 trillion. This is occurring when the economy is still in an expansion with the Unemployment Rate at a 54-year low of 3.4%. What happens to the deficit when a recession hits? pic.twitter.com/yQK7HOICa9
— Charlie Bilello (@charliebilello) May 11, 2023
11. Global manufacturing delivery times have become faster.
Good news! Global manufacturing delivery times have become much faster 🙃 pic.twitter.com/4qQIiQxqQE
— Callum Thomas (@Callum_Thomas) May 8, 2023
12. But what’s US Big Pharma been up to? 🤔
US pharmaceutical companies charge Americans more than anyone else. They report generating the bulk of the revenue in the US.
But they apparently earn almost no (taxable) income in the United States.
— Brad Setser (@Brad_Setser) May 10, 2023
13. Is a recession coming? See this US yield curve.
The 10-year – 3-month yield curve is now 184 basis points inverted. We… pic.twitter.com/FVcLd7RkMx
— jeroen blokland (@jsblokland) May 8, 2023
14. More on US markets. Where are the equity flows into mutual funds and ETFs?
Cautious money: Equity flows into both mutual funds and ETFs remain in no-person’s land, much as they have been for several years. pic.twitter.com/Ai6wVPS4SC
— Jurrien Timmer (@TimmerFidelity) May 10, 2023
15. How long does it take for core inflation to ease to normal levels? 2 years apparently, according to this chart.
Friendly reminder that core inflation doesn't typically ease to normal levels in a matter of months. It takes two years on average for core inflation to halve following a cycle peak. Note that half would not even get us to the Fed’s mandate, but that is a story for another day. pic.twitter.com/NAo7sPAblW
— Francois Trahan (@FrancoisTrahan) May 10, 2023
16. Is the US inflation shock over?
We've banged the US disinflation drum since last summer. Today's April CPI looks very benign & follows similarly benign March data. Our preferred measure of core services inflation (blue) is down to historically normal levels. The US inflation shock is over. With @JonathanPingle pic.twitter.com/sKUQJijNqe
— Robin Brooks (@RobinBrooksIIF) May 10, 2023
17. On above, this chart agrees too.
Consumer stress looks to be easing when looking at utility, gasoline, food at home, and electricity costs (within CPI) … average of year/year change in all components has come back to near 0%, a huge improvement from >30% at worst point pic.twitter.com/JGG0LtOyv0
— Liz Ann Sonders (@LizAnnSonders) May 11, 2023
17. Lastly, a health warning for India. Obesity is increasing, and it has a huge economic cost.
"ANNUAL INCREASE IN CHILD OBESITY 2020–2035 9.1%"
"OVERWEIGHT IMPACT ON NATIONAL GDP 2035 1.8%"
"GLOBAL PREPAREDNESS RANKING 99/183"
— Shashi Iyengar | Diabetes Remission with Low Carb (@shashiiyengar) May 10, 2023
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