Economy is the victim
Economic stability is dependent upon political and social stability. While only economic stability is the major element that can give to any society, social sturdiness. No economy can be stable…
How the world has changed—II
The above (carried in the first part of this two-part article) appears to paint a rather bleak picture of the future for investors. However, in the continuum of human history…
US and allies may find tapping stockpiles inadequate to plug Russian oil gap
Top oil consuming nations may find that one of their main tools to fight high global oil prices – the release of strategic stockpiles - will prove inadequate to soothe…
Aggressive Fed balance sheet runoff could jolt flattened yield curve
Investors are gauging whether comparatively quick balance sheet reduction by the Federal Reserve could perk up the flattening Treasury yield curve, which has been flashing warnings of a potential recession.…
Leadership in the midst of Covid-19
The real test of leadership or the character of a leader emerges only when faced with challenges emanating from the unknown. In the last quarter of 2019, all of us…
Economic war cabinet’ – IK’s finest hour in PM’s office
Covid-19 has unleashed a war-like situation for economies across the world. According to the International Monetary Fund’s flagship report World Economic Outlook (WEO) update released this week, unlike the initial…
Covid-19 and ‘disaster capitalism
Shock and awe are actions that create fears, dangers, and destruction that are incomprehensible to the people at large, specific elements/sectors of the threat society, or the leadership. Nature in…
Signs of recovery
There is a lot of optimism about the economy today. The Prime Minister has said that the economy is at the 'tipping point'. Various Ministers and Advisors have highlighted positive…
Betting on Asia’s debt, Europe’s hunt for yield heads east
Low yields at home are sending some previously shy European investors into Asia’s credit markets, money managers say, lured by the promise of higher returns and a hope that rebounding…
Market volatility prompts investors to seek out long-short equity
Stretched valuations and the resulting pullback in equities have prompted more interest in long/short fund strategies that can provide some protection against market declines and wild swings, hedge fund and…
