Aditya Sood @soodaditya
Founder Vishuddha Capital / Fund Manager InCred Mumbai, Maharashtra Joined June 2009-
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Aditya Sood retweeted
Nifty to Gold Ratio is the most oversold in 5 years and each time this has happened in the past, Nifty average return has been +125% over the next 28 months! Read on to know more... #NiftyPathfinder by Rahul Sharma, JM Financial
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Aditya Sood retweeted
The US has lost 42,000 manufacturing jobs since Liberation Day. -78,000 in 2025.
Aditya Sood retweeted
It's worse than you think: After a SECOND data revision, the US went from "adding" 147,000 jobs in June 2025, to LOSING -13,000 jobs. Cumulative payrolls have now officially been revised down by -1.1 MILLION jobs since February 2022. What is happening here? (a thread)
Aditya Sood retweeted
‼️One of the US job market LEADING indicators COLLAPSED: US quits rate (workers voluntarily leaving their jobs) in the construction industry dropped to 0.9%, the lowest since the FINANCIAL CRISIS. This is even lower than in the 2020 Crisis. This is a bad signal for the labor…
Aditya Sood retweeted
Mortgage applications are down 34% from pre-pandemic levels. And is even worse than 2008.
Aditya Sood retweeted
Scares of overcapacity also at BYD The fallout is becoming impossible to ignore also among Chinese carmakers. BYD reported a staggering 30% plunge in quarterly profit, its first in over 3 years. Heavy discounting saw its gross margin contract to 18% from 18.8% in H1 2024. Bad.
Aditya Sood retweeted
Switzerland is the ultimate safe haven. As France's debt crisis escalates, capital flees the Euro zone, with people willing to accept very low yields to protect their savings. As a result, the "convenience yield" on Swiss gov't debt (lower right) is today the most negative ever.
Aditya Sood retweeted
According to Goldman Sachs, it suggests China's lithography progress is 20 years behind based on the roadmap position of Chinese companies and ASML.
Aditya Sood retweeted
Renewables 🎯 Next stage of Energy sector reforms 👍👍 Green Hydrogen: Pilots involving Utilisation of green hydrogen as fuel for application such as cooking/ heating BESS: Selection of bidders for 10 GWh PLI scheme + approving VGF for 43 GWh BESS Nuclear: To allow…
Aditya Sood retweeted
Aditya Sood retweeted
⚠️This is one of the most important trends in financial markets HISTORY: World central banks’ gold holdings as a percentage of foreign reserves SURPASSED US Treasury holdings for the 1st time in 29 years. The difference is even LARGER when including unofficial gold holdings.
Aditya Sood retweeted
Alpha Ideas SME Stars -2025 Edition alphaideas.in/2025/08/31/alp…
Aditya Sood retweeted
Market Crash Indicator 30y:2y (August Final Print): This indicator, which measures the spread between the 30y & 2yr treasuries, has called the biggest crashes of the last 30 years every time it fired off...And it just fired off this afternoon...The final August monthly print for…
Aditya Sood retweeted
Foreign central banks now officially hold more gold than US Treasuries — for the first time since 1996. Let that sink in. If you think this buying streak is ending, just look at what happened in the 1970s. This is likely the beginning of one of the most significant global…
Aditya Sood retweeted
Something wicked comes this way. US 30 year threatening 5% again ( US govt will panic at those levels) UK 30 year highest in 27 years... basket case Japan 30 year (highest since. I don't know when) Other western countries bond yields are also going unhinged. Always remember a…
Aditya Sood retweeted
What do global bonds know? *Yields near one-year highs; France, Japan, UK, Germany, and Canada.
Aditya Sood retweeted
🚨 Japan’s long-term yields are going vertical. Yields on 10Y, 20Y, 30Y, and 40Y JGBs are soaring to multi-decade highs. This could reshape global capital flows and slam U.S. Treasuries. (a thread)
Aditya Sood retweeted
We have written a detailed report on the Premiumisation trend in India :) Just sharing one of the snippets from the same
Aditya Sood retweeted
GS || MSCI Market/Sector USD price return year-to-date
Aditya Sood retweeted
EM sovereign IG spread dropped below 100bps in the past few days to the lowest level since the Global Financial Crisis of 2008:
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