ilmscore | 2025 Investing Themes You Must Know | ft. Ritesh Jain

2025 Investing Themes You Must Know | ft. Ritesh Jain

Published: 2025-01-10
Status: Available | Analyzed

Predictions from this Video

Total: 12
Correct: 0
Incorrect: 0
Pending: 12
Unrated: 0
Prediction
Topic
Status
Microsoft is planning to invest $80 billion in Artificial Intelligence by 2025.
"Microsoft said on Friday that it will spend $80 billion on AI by 2025."
MSFT
Pending
Global GDP growth is projected to reach 2.9% by 2025.
"global GDP growth is expected to reach 2.9 by 2025"
Global GDP Growth
Pending
India's manufacturing sector is predicted to grow by 17%, propelling it to become the third-largest economy globally by 2027.
"India's manufacturing boom is expected to become the third largest economy by 2027, and manufacturing can grow by 17 percent."
India's Economy
Pending
A recession in the US is anticipated to begin showing signs by the end of March.
"by the end of March, you will start seeing some sign that recession is now kicking in in the US."
US Recession
Pending
The renewable energy sector is expected to be a significant investment theme for the entire decade.
"this entire renewable energy theme, as you said, is not a year-wise theme; it has become the theme of the decade."
Renewable Energy Investment
Pending
Since 2013, China has shifted its investment strategy from US bonds to gold, anticipating a power competition with the US.
"from 2013, one is China. China understood that now it is a power competition with the US. So, from 2013, whatever product it used to sell to the US and before 2013, it used to invest that money in US bonds, it stopped doing that and started buying gold instead."
Gold Investment
Pending
Liquidity is expected to flow into Chinese assets in the coming years, with a belief that few currently hold tradable Chinese assets.
"liquidity will move into Chinese assets in the coming years and nobody owns Chinese assets tradable at this moment, that's what I believe."
Chinese Assets
Pending
The Vaca Mota region in Argentina, which holds the fourth-largest shale gas resource, is predicted to gain significant attention in the next three to five years.
"in the next three to five years, you will hear Vaca Mota a lot. ... Vaca Mota in Argentina is the Estevez shale gas deposit and the fourth largest resource of shale gas."
Argentina Investment
Pending
Argentina has the potential to become the 'new Permian Basin' for shale gas production in the coming years.
"Argentina can be the new Permian Basin. So, in the next few years, it is possible."
Argentina Shale Gas
Pending
Significant developments are expected in India's defense technology sector.
"lot happening in defense tech"
Indian Defense Tech
Pending
There is a strong effort expected towards electrification in India, aiming for a target of 21 by 2032, even if the exact outcome is uncertain.
"there is a report that by 2032 it will be at 21, whether it will be or not, I do not know, but what will be the attempt, there will be 100% attempt to do it at 21"
Indian Electrification
Pending
The Nifty 50 index is composed of past performers, and future market winners are unlikely to be found within it.
"Nifty 50 is made up of yesterday's winner ... Tomorrow's winner never comes in the index"
Indian Market Performance
Pending