Dalelorenzo's GDI Blog
4May/210

Four centre-backs Chelsea could sign in the summer

Chelsea’s central defenders

Chelsea have of course altogether turned their season around since Thomas Tuchel took the reins from Frank Lampard.

One of the most difficult concentrations of Tuchel’s Chelsea so far has been their superb defensive record.

Barring that instead odd 5-2 loss at the pass of relegation-battling West Brom, the Londoners have not surrendered more than one purpose in a game under Tuchel.

So, Chelsea looking at a central follower in the summer window may seem slightly curious to some people.

However, the Blues defence could still see something of a shake-up in the summer for motley reasons.

Firstly, Fikayo Tomori is currently on loan at AC Milan, with it reported late last-place month that the Italians are going to take up the option to buy they have on the central advocate, wanting his time at Stamford Bridge could once be up.

Four centre-backs Chelsea could sign in the summer

ROME, ITALY- FEBRUARY 28: Fikayo Tomori of AC Milan and Jordan Veretout of AS Roma fight for the dance during the Serie A join between AS Roma and AC Milan at Stadio Olimpico on February 28, 2021 in Rome, Italy.( Photo by Giampiero Sposito/ Getty Images)

Elsewhere, Thiago Silva, though he still may be on Chelsea’s diaries next season, will be 37 in September and shall not be required to be be relied upon as a regular starter across a full season which will likely discover the Blues playing in four competitions.

Antonio Rudiger and Andreas Christensen will also have just one year left on their current slews come the summer. So, if the guild do not want to hand either musician a new deal, selling them in the upcoming window is likely the wagers option to ensure Chelsea can remunerate some coin for them.

That foliages only Kurt Zouma, who doesn’t truly seem too suited to Tuchel’s current system and Cesar Azpilicueta who, whilst still doing a nice place, isn’t the most reliable central defender and turns 32 in August.

Therefore, it wouldn’t be too surprising to see Tuchel want to introduced his stamp on this crew in the summer by bringing in at least a few players.

And at 101, "were having" picked out four participates we accept would improve Chelsea’s current backline.

Jules Kounde

With Dayot Upamecano once set to join Bayern Munich next season, Jules Kounde is arguably the best option currently available for any top European feature targeting a central defender.

Despite still being precisely 22, Kounde is already a key cog in Sevilla’s backline, having notched 81 expressions across all competitors and structuring a solid partnership with Diego Carlos along the way.

Kounde would represent a key role in Sevilla winning the Europa League last year and he has continued to impress this period as the Spanish outfit once again look to secure Champions League football.

Sevilla are currently 4th in La Liga with only Diego Simeone’s Atletico Madrid boasting a better defensive record.

Kounde does have limited event in a back-three, which could be a slight flaw. But devoted his aspect and potential, you would imagine he ought to have been little issues integrating in Thomas Tuchel’s system.

In calls of a possible cost for Kounde, reports last month indicated he could be snarled up for around PS5 0m, which in today’s market is a reasonably reasonable fee leaved his age and ability.

Four centre-backs Chelsea could sign in the summer

Jules Kounde of Sevilla in action during the pre-season friendly match between Sevilla CF and UD Levante at Pinatar Arena on September 15, 2020 in Murcia, Spain.( Photo by Jose Breton/ Pics Action/ NurPhoto via Getty Images)

Ben White

The next musician Chelsea could look to target is Brighton centre-back, Ben White.

White is the least knowledge of all the players on this list when it comes to playing at the top level.

However, the 23 -year-old is also the only player who has actually played in the English top-flight.

White is, of course, also English, which is a big plus for areas when it comes to squad registration.

And though the Seagulls are not having the best campaign, Graham Potter has them dallying expansive, possession-based football in a back-three, entailing White would likely have little publishes settling into Tuchel’s system.

David Alaba

This next option is something of a long shot but would be a huge coup for Chelsea if they got it done.

David Alaba has been a key figure at Bayern Munich for many years now. However, his contract in Germany runs out in the summer and he inspects set to depart Bayern on a free transfer.

Given he is able to shine in several castes, including at centre-back, left-back and in midfield, anyone indicating the Austrian on a free is getting a real steal.

One possible issue for Chelsea when trying to lure Alaba to Stamford Bridge, though, is that it has observed that the stopper already has a verbal agreement in place to join Real Madrid.

The same report claims that Chelsea and other sides are still trying to convince the supporter to join them, but his priority was said to be Madrid 😛 TAGEND

David Alaba has reached a verbal agreement with Real Madrid since the beginning of January. His pre-contract until June 2025 is' almost ready’- not signed yet.

Chelsea, Liverpool as other fraternities are still trying to convince him ... but Alaba’s priority is connecting Real Madrid [?][?] https :// t.co/ LITUivZexn

-- Fabrizio Romano (@ FabrizioRomano) February 15, 2021

Ibrahima Konate

The final participate Chelsea could look to sign is RB Leipzig’s Ibrahima Konate.

Konate met RB Leipzig on a free transpose in the summer of 2017 from French outfit, FC Sochaux-Montbeliard.

And the 21 -year-old has since gone on to garner 92 figures for Die Roten Bullen, including 18 thus far this season.

Konate is fast, powerful and good with the projectile at his hoofs and also has some know playing in a back-three set-up, which is a big plus for Chelsea.

Konate has a release clause of around EUR4 0m this summer, which would obligate him a real bargain.

Granted, it was reported last-place month that Liverpool were closing in on a cope for the stopper.

However, talk of an Anfield switch appears to have died down of late. And if the Reds fail to secure Champions League football for next season and Chelsea do, perhaps Konate would be more inclined to join the London-based outfit?

Read more: 101greatgoals.com

27Mar/210

Timt to bet on FMCG mid & smallcaps: Anshul Saigal

If one can find the freedom appoints in that space, with a one-two year occasion range, there is definitely money to be made in FMCG space, says Anshul Saigal, Portfolio Manager& Head-PMS, Kotak Mahindra AMC.On privates versus PSU banksThe trend vis-a-vis the large cap private banks and the PSU banks has been laid out over many years and conditions have not changed for this trend to change. It looks like the trend of some market share gains by private sector companies banks is going to continue in the future -- foreseeable as well as distant. The veer came strengthened by the fact that some of the banks were able to access the capital sells and conjure uppercase and strengthen their balance sheets which allows them to gain market share even faster going forward. Clearly those banks were more on the private area than the PSU side. Also one cannot overlook the fact that the consumers want to go to more credible actors for their bank requirements, in this case the private banks. All the conditions seem to suggest that the trend of market share amplifications is going to continue and there are 4-5 sizable private sector companies banks and there is a lot of market share to be taken. If the banking pie is worth Rs 100, then Rs 70 goes to PSUs, about Rs 10 -1 2 to NBFCs and the rest goes to private sector banks. Even though the private sector banks have outperformed in recent times, but clearly their share is very small in the context of the overall bank tart in its own country. So nothing would seem to indicate that private sector banks will see a hasten protrusion. On FMCG theme and midcap playersWe have seen that over the last 2 to three years, the FMCG space and the consumption cavity in general has been less correlated to financial act. We have visualized outperformance in this space compared to the rest of the markets. The outperformance has now become so austere that many of these FMCG fellowships were transactions at unsustainable valuation differentials and that required either FMCG valuations would need to correct or the rest of the market would need to see an expansion in valuations to catch up. In the past six odd months, FMCG companionships has already been underperformed the broader markets. The valuation spread is tightening and the rest of the market is outperforming the FMCG space though there is always scope to make money if you are a stock picker. In the mid and smallcap space, even in the FMCG segment there are opportunities to make money. There are tailwinds and to a certain extent animal forces have come out as beings are going out and spending and the sentimentality is improving. All these things are leading to volume growth in the mid and smallcap seat. If one can find the freedom specifies in that space, with a one-two year age scope, there is definitely money to be made in FMCG space. On whether BPCL and BEML are worthy of long-term investment or transactions pots on disinvestment newsAnshul Saigal: Both these companies are corporations with different ventures embedded in one company. For instance, BEML has a metro business, a excuse business and certain other industries. BPCL has an oil marketing business, a refining the enterprises and it has oil and gas wells for extraction. These are very different jobs, all embedded into a company. Someone coming to buy these companies will have to keep in mind that they are buying a conglomerate rather than a standalone business with a single cable of business. These corporations would have been of greater value had they been split and sold differently because people would have had the opportunity to get into the different indications of enterprises and have that risk profile added to their portfolios. But these are still very valuable and enormous assets. After disinvestment, numerous PSU companionships become much more efficient and much more client oriented. Their industries have grown manifold over the years, BSNL being a case in point. There may be value for strategic investors in these companies and the nature of these professions may be very different formerly this divestment plays out. So tactical investors may find value in both the stocks in the short term as also in the long term.On how to play the real estate and residence expect resurgence -- via plaster and real estate majors or via ancillaries In the US and Canada, where there is a recovery in real estate properties, while real estate rates had moved up marginally, the log costs have double-faced because unlike in India where we use concrete to build constructs, in the US and Canada they use wood and log and those prices have virtually double-dealing. So clearly in the US, construct information are a great behavior to play the real estate recovery. Similarly, in India, residence improvement and building substances are a very interesting method to play the real estate recovery. We are coming off virtually 6-7 years of consolidation in real estate and conditions are such that fringe players or weaker musicians are out of the market and the stronger actors are becoming stronger. The busines is consolidating in their spare. In 2017, the listed players had about 6-7% of market share in the Indian real estate space. That market share in three to four years, has gone up to 22%. This tells us that these companies are becoming stronger and too that organised actors "whos doing" gratifying to organised real estate firms are going to see market share incomes and this trend will strengthen going forward. Home improvement frisks -- be it tiles, sanitaryware, faucets, plywood etc or improving fabrics; plaster, steel -- all stand to benefit from a real estate recovery. And so I would say that that could be a nice way to play a recovery if one believes there is going to be a recovery then those would be a neat space to play the real estate improvement. On crude prices and power& oil marketing companiesAll commodity expenditures, including exertion rates are appreciating an uptick and the outlook for these expenditures is that they can remain strong and picture an upward path move forward. However, the free movement of persons in stock tolls as too exertion prices is only a fraction of the flower that we learnt in 2007 -0 8 and 12 -1 3 years have transferred after that peak. We are still a fraction of those tolls in terms of where commodity expenditures are today. If merchandise tolls continue this trend upwards, then we could continue to see an expansion in gross refining perimeters. We have realise deepened interest in energy and petroleum extraction companionships. Another interesting way to play this trend would be to bet on sugar now as with ethanol mixing, carbohydrate has become a play on energy. It becomes an interesting play as vigor prices become stronger going forward.

Read more: economictimes.indiatimes.com