US Election enters Climax phase
Almost three weeks to go before the worlds top economy chooses its new leadership. In last few months it has been nothing less than a...
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Sameer Kalra
2 days ago
EV - Driving through Congestion
In recent months the slowdown in electric vehicles has been global and concerning to many. The fully electric vehicles registration share...
Sameer Kalra
Oct 8
Volatility Insanity Returns - Third Month
As financial markets entered the third month from the day, the volatility index (VIX) became volatile again. It is important to review...
Sameer Kalra
Oct 7
New Targets of War - Energy & Power
In the last forty days, natural gas prices are up by 30% and oil prices are up 8% since the start of this month. This has a...
Sameer Kalra
Oct 1
The Month of October - Critical
As the new month begins so do a new level of worries for many. Last night Israel started with a limited ground operation in Lebanon. The...
Sameer Kalra
Sep 30
The Sleeping Dragon Fights Back
As per the Bank of America Global Fund Manager Survey, the second most crowded trade was Short China equities with an increase percentage...
Sameer Kalra
Sep 24
Global Stock Markets on a High
In the last four quarters summing into a year now, the global equity proxy fund (URTH) has risen by 30%. Despite geopolitical tensions...
Sameer Kalra
Sep 23
The Fed Action had a stronger Reaction
Last week, the Federal Reserve surprised a lot of stakeholders by cutting rates by 50bps without a crisis going on. This move was...
Sameer Kalra
Sep 17
Global 3yr Cycles - Bonds,Forex,Stocks
While global investors await the Federal Reserve's decision on Interest Rates, the US bond yields have already reduced from 4.2% to 3.6%...
Sameer Kalra
Sep 16
The Rate Cut Week - 25 or 50 ?
During the past six months, there have been many ups and downs that led to investors speculating the time of rate cuts. However, given...
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