Consensus trade towards the end of CY22, almost round the world was that theworst is behind us, and the Fed should likely tone down and meander to atleast a pause if not pivot. However, inflation in ...

The common narrative for CY22 was “India de-coupled”. This time around also the same thread seems to be continuing for this short span of CY23TD. However, this time India is at the receiving end as ...

The inflation cycle HAS to see some downtrend going forward, central banks HAVEto withdraw at some point of time, asset prices HAVE to recover in the future: Thecommon thread among these three cycles ...

COVID-19 strained supply chains world-over and the Russia-Ukraine war has apparently, delivered the knock-out punch. Globalized supply chains, frequently built with Just-In-Time minimalistic ...

The ramifications of excessive economic easing post COVID-19 has led to multiple economic mutations getting unleased in various countries, each having their roots in that respective nation’s ...

Countries policy responses post COVID-19 has been of varying degrees. Across countries, policy rate easing and bulking up of the central bank balance sheet via QE tools and FX reserves back to Market ...