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Are Israel & Iran in a Conflict or War ?
Since Friday morning the level of attacks and frequency by Israel on Iran and vice versa have only increased. From drones, car bombs to...
Sameer Kalra
16 hours ago


Geopolitics influencing Global Markets
In the past few months, the world has witnessed a series of changes in trade, conflicts, and financial markets. These changes, at least...
Sameer Kalra
May 13


Geopolitics Revolving Axis
In the last week, the world of geopolitics has moved so many times that it is difficult for everybody to keep up with everything that is...
Sameer Kalra
May 12


Trade Deals - Closer to finish line ?
In the last few days, President Trump and his administration have mentioned that trade deals are about to be signed or announced in days...
Sameer Kalra
May 5


100 Days done, 1360 to go : Trump 2
Most trade, and political analysts along with investors and economists have been super busy in the last 100 days. Thanks to President...
Sameer Kalra
Apr 29


Crucial Week for Geopolitics & Markets
This week might be one of the most crucial weeks in recent years when it comes to the geopolitical situation. Three crucial elections are...
Sameer Kalra
Apr 28


The Fed Vs President - Round I
After the US election, one of the major concerns of the investor community was the independence of the Federal Reserve. During the...
Sameer Kalra
Apr 22


Volatility Insanity Return :Averages Spike
After the shock of early August 2024, the Volatility Index (VIX) had ups and downs, but the averages did not move much as the spot prices...
Sameer Kalra
Apr 21


US Liberation:Global Deliberation Worry
In the next forty-eight hours, President Trump will announce the most awaited tariff changes, marking it as Liberation Day. Will the...
Sameer Kalra
Apr 1


Recession Scenario : Horror of 1973-75
Assuming that a recession is likely to occur in the near future as a result of policy changes, the important question is what impact it...
Sameer Kalra
Mar 18


Reset of World Order & The Costs
For decades, free trade practices with smooth goods and services movement were given to companies planning to start or expand their...
Sameer Kalra
Mar 11


The Transatlantic Dislocation
For the past many decades, it was a given that the USA and Europe along with certain other countries were on the same side of any global...
Sameer Kalra
Mar 3


European Outperformance Surprise
As the first two months of the new year come to a close, most of the investor community has been surprised by the outperformance of...
Sameer Kalra
Feb 25


Germany Test Over : EU Test Begins
As Germany voted with the highest turnout of 84% since its reunification in 1990, the results were mostly in line with polls. Unions(...
Sameer Kalra
Feb 24


USA & Russia : Warm up in Winter ?
In the last few days, the geopolitical world has been turned upside down by a one-hour call between President Trump and Putin. Two major...
Sameer Kalra
Feb 18


World Tariff War 2 - Second Week
It has been only a week since China imported goods into the USA and received a 10% tariff hike, with Canada and Mexico tariffs postponed....
Sameer Kalra
Feb 11


World Trade War 2 - 48 hrs onwards
After 48 hours since the initial order in tariff was signed, there has been de-escalation and escalation simultaneously. Given that IEPA...
Sameer Kalra
Feb 4


DeepSeek causes the Deep Correction
In the last 24 hours, there has been enough information about DeepSeek and how it might impact the AI industry. This led to almost a $1...
Sameer Kalra
Jan 28


Emergency Tariff - The Trump Card ?
As the world was getting ready to start a new week and recover from the actions of the new US President, it had a new one to cope with....
Sameer Kalra
Jan 27


The Inaugural Reversal : Years in Hours
Yesterday, as the USA elected a new President, the world elected the most unpredictable leader in recent history. The time for unknown...
Sameer Kalra
Jan 21
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