After my two articles earlier this year on the global economy, I think it is time to reassess the economic situation that prevails around the world and what can be done about it. I don’t think any discussion on the global economy can take place right now without US tariffs, geopolitical tensions and the Iran… Continue reading Global Economy in the Grip of Bad Policies
As corporate earnings stream in for Q1 FY27 they seem to be suggesting that revenue growth is good, albeit weakening, and that margins are under pressure. This is hardly surprising since most companies do not seem to have responded to rising prices of inputs and commodities with price increases. Therefore, margins are under pressure, though… Continue reading The Strong Profits, Weak Investment Conundrum of the Private Sector
Peripatetic Perch 