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Growth will be Lonely in 2023
In the past two years, the global economy was fully focused on growth as the lockdowns had unknown impacts. This was done by making sure...
Sameer Kalra
Dec 26, 2022


Return on Artificial Intelligence - Ratio of Future
Over the next decade or so the most important investment for any company will be in the field of artificial intelligence (AI). AI in a...
Sameer Kalra
Dec 22, 2022


Japan Enters Yield Curve Chaos
It took 40 year high Inflation for the Bank of Japan (BoJ) to finally move from the phase of denial to acceptance. And this change was...
Sameer Kalra
Dec 20, 2022


Derivatives - The Invisible Crisis
As of Q1 2022, the total notional amount of derivatives held by US banks is $200 trillion as reported by the Office of the Comptroller of...
Sameer Kalra
Dec 19, 2022


February Showdown - Fed Vs Investors
The past 48 hours have not been as expected in some ways. Though CPI came lower than estimates due to the lower contribution by energy...
Sameer Kalra
Dec 15, 2022


The Pivoting 48 hours
The next 48 hours are the most anticipated as USA CPI for November and the FOMC meeting take place. The level of anticipation is high as...
Sameer Kalra
Dec 13, 2022


Shipping Routes - Changing The World
Throughout history, the shipping trade routes have defined the next era of development for the global economy. Though in recent times...
Sameer Kalra
Dec 12, 2022


Semiconductors - The Precious Jewel of Future
In the pre-globalisation era, there were various periods when countries used to attack and engage in wars to gain control over other...
Sameer Kalra
Dec 8, 2022


The King Dollar Faces An All Out Attack
As of today most of the transactions in the world need the US dollar as a common valuation mode. Meaning if India sells something to UAE...
Sameer Kalra
Dec 6, 2022


Oil Market - Changed Forever ?
On Friday, G7 decided to cap the price of Russian oil at $60/ bbl. this was finalised after long negotiations among the European...
Sameer Kalra
Dec 5, 2022
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