It’s a year since the worst of the Covid-19 outbreaks, and with most people fully vaccinated in many countries, economies are getting back to work. The biggest concern, though, around the world is soaring inflation which is well-entrenched now and broadbased, so interest rate hikes to tame it are in full swing. The tightening of… Continue reading Recession, Recession, Why Such Confusion
In my second Owleye column on my blog, I had called the geopolitical tensions emanating out of Russia and China at the time a red herring. I had written that the world, especially the media, were busy talking up the threat of war by Russia and China over Ukraine and Taiwan respectively. I was wrong.… Continue reading Geopolitical Tensions Derailing Economic Recovery
The Covid-19 pandemic hasn’t quite gone away yet and the global economy faces several headwinds going forward into the rest of this year and the next. Some of it is due to the hangover effects of the pandemic and others due to new challenges arising out of those. The main challenges to global economic growth… Continue reading After the Pandemic, the Rate Hike Stranglehold
Regular readers of my blog probably know well by now that I don’t think the digital medium is suited to brand-building. At least not in its current form. I have written a few pieces on the subject already. And many might be wondering why I would even be remotely interested in writing about digital brands,… Continue reading Let’s Get Digital Brands Growing
President Joe Biden’s Indo-Pacific Economic Framework (IPEF) plan for reviving ties with the Asia-Pacific region is a PR ploy to paper over large cracks in the region in the recent past. Right from the pivot to Asia announced by President Obama’s administration in 2009, which led to the creation of the Trans-Pacific Trade Partnership (TPP)… Continue reading IFAFF Is What It All Amounts To
Since the 1990s, the world economy has been so used to growing along with China, that it’s almost impossible to imagine a world without the Chinese growth engine. That’s because the Chinese economy liberalized in the 1980s and began to trade and do business freely with the rest of the world. They became a member… Continue reading Growth Pangs Sans China
It wouldn’t be wrong to say that corporate India has had a good run for the past few years. Ever since the generous tax cuts given by the government in 2019, in order to boost investment, that is. We have yet to see the investment commensurate with such tax breaks, but that their earnings have… Continue reading Possible Reversals Ahead for India Inc
Emerging out of the Covid-19 pandemic, global economic recovery is proving to be a tricky business, requiring a delicate balancing act by governments and central banks. This is because most of the world has racked up huge amounts of debt, while trying to stimulate their economies, in addition to the debt they already had. Western… Continue reading World Caught Between Soaring Inflation and Debt
Big government is what The Economist told us to expect at the start of the Covid-19 pandemic in 2020. It anticipated greater government intervention, of course, as there should be in the case of a health emergency that Covid-19 has turned out to be. But it also anticipated government mandates, use of contact-tracing as a… Continue reading State vs the Market in a Pandemic Economy
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Peripatetic Perch 