As global markets gyrate wildly, with "euphoric" gains one day and equally depressing falls the next, one wonders what investors are smoking as they go long and short in their positions. Moreover, this zig-zag behaviour of global markets reminds us of a "Drunkards Walk" where investors are unsure about their movements, let alone able to … Continue reading Here’s Why Global Markets Have Been Gyrating Like Junkies And Behaving Like Drunkard’s Walk!
Is the US Economy in a recession? Depends on whom you talk to. While there have been two-quarters of contraction in economic activity, the Biden Admin is loath to call it a recession, fearing it might hurt the Democrats in the looming Midterms in November. On the other hand, in a "surprise" of sorts, the … Continue reading A Recession By Any Other Name Is Still A Recession! Here’s Why The Global Economy Is Entering A Downturn
Welcome to the Brave New World of Work! Where the likes of Elon Musk "order" staff back to the office, leaving them with little choice, and where Millennials quit their jobs en masse, in what has been dubbed as The Great Resignation, a trend that leaves business honchos alarmed and employers worried. On the one … Continue reading As The Smokestack Era Ends, And The Digital Age Beckons, Welcome To The Brave New World Of Work!!
Is the Global Economy "resilient" enough to withstand another 2008-like Lehmann Shock? For those of you who are too young to remember, I am talking about the bankruptcy of the American Investment Bank, Lehman Brothers, on September 15, 2008, which "triggered" the Great Recession and almost "took down" the Global Financial System. For those old … Continue reading Is The Global Economy Resilient Enough To Withstand Another 2008 Like Lehman Shock To The System?
Is Big Tech's "dream run" over? If recent developments are anything to go by, it looks like Big Tech is getting its comeuppance, and deservedly so. Sample this! Mark Zuckerberg of Meta (the parent company of Facebook) has "almost" given up on WhatsApp as there is not much "juice" left in it from a revenue … Continue reading Big Tech’s Recent Travails Remind Me Of The Dotcom Crash! Long Overdue, Yet, Value Creating In The Longer Term
Are we stumbling into a crisis of historic proportions by Christmas?? As Putin threatens Europe with a "winter from hell" by using oil and gas as weapons and the United States, wracked by internal divisions, looks poised for a "fractious" Midterm elections in November, and worse, with China amid a "slow motion" implosion, it certainly … Continue reading Putin Threatens Europe with a “Winter From Hell”!! China Implodes, And The US is Hopelessly Divided!! A Crisis By Christmas??
Anybody who has not returned from another planet would have noticed the scenes of anarchy and chaos streaming from our neighbour, Srilanka, which has not only declared bankruptcy but is also close to complete collapse. If this were not enough, there is every chance that several other countries, especially in the developing world, or, what … Continue reading Shock Doctrine!! How The Double Whammy Shocks Of Pandemic And Putin Can Lead To A Global Reset, Or, More Anarchy And Chaos
Investors beware, the global economy is flying into turbulence and with a near-constant stream of bad news from around the world, this is the time to be cautious with your money. I have curated the Top 5 Trends that can impact the global economy this month and beyond, which provide insights into what can affect … Continue reading Investors Beware!! Here Are The 5 Trends That Can Cause Havoc In The Global Economy
The Indian Economy is being hit by a "double whammy" of demand destruction due to high inflation and supply-side bottlenecks and stagnating growth, at the same time. Typically, countries experience "slowdowns" due to either low demand or supply crunch and this time is different because India stares at "stagflation" where growth slows down accompanied by … Continue reading The Indian Economy Is In A “Unique” Stagflationary (Low Growth, High Inflation) Spiral, A Double Whammy of Sorts
The gig economy is here to stay. With an estimated 15 Million gig workers in India, it is high time the government started to nudge gig economy firms to extend some sort of "protection" in the form of health insurance and social security (provident fund etc) as well as push gig economy firms to fix … Continue reading Raw Deal!! Why Gig Workers/Freelancers Need Better Wages, Protections, And Recognition