Three inflation-proof sectors to invest
Jamie Dimon, the chief executive officer at JP Morgan, a global bank, uses 'inflation' 15 times in his annual letter to shareholders. He argues that the US would need to…
Economic consequences of the war
Benjamin Franklin, one of the founding fathers of the United States of America, once said that there was never a good war or a bad peace. It has been more…
Keynes, FM & Budget …
The world remembers British economist John Maynard Keynes regularly in cycles. In a crisis, no economic discussion is complete without acknowledging him. Keynes argued in the 1930s that governments could…
Omicron – Pandemic or Endemic?
As we end this calendar year, the battle against the pandemic seems well set to continue into 2022. According to early reports, Omicron, the latest variant of the COVID-19 virus,…
Is the World on a Rebalance & Reset Mode?
It was an era of excesses. With the US Federal Reserve considering slowing down bond purchases faster than before due to rising and stubborn inflation, it could be a beginning…
Crystal Ball Gazing: Stock markets in 2022
The best thing about quantitative easing is that it works in practice but not so in theory. Ben Bernanke, the then US Federal Reserve chairman, said that in 2014, the…
Stagflation – A clear and present danger
The dreaded inflation demon continues to raise the head. The consumer price inflation in America is perhaps the most-watched number in the financial markets around the world. It sets the…
MARKETS AT DIZZYING HEIGHTS – WHAT CAN GO WRONG?
The 2008 global financial crisis or GFC was called a Black Swan event. It hit the global financial system like never before. A marquee bank like Lehman Brothers does not…
Inflation-proof your portfolio
With the outbreak of coronavirus pandemic, central banks globally are facing a tightrope walk between inflation and economic growth. Earlier this week USA reported largest gain of 0.9% (for June…
The Inflation Beast – What is it & How is it Calculated?
In a developing economy like India, inflation is usually a lurking challenge. On rare occasions it benefits and makes our lives happier while on most occasions it hurts us monetarily…