What Global Inc Is Telling Us About the Economy

Now that the first quarter of the calendar year 2024 has ended, it’s worthwhile trying to gauge the state of the global economic recovery from what the corporate earnings seem to be indicating so far. Of course, the March quarter happens to be the last quarter of our fiscal year in India, and we are… Continue reading What Global Inc Is Telling Us About the Economy

What To Expect from the Global Economy in 2024

We’re nearing the end of 2023, and it appears that most economies have managed to stave off a recession, except Germany, Austria, Poland and Sweden among advanced economies that might still close the year a little in the cold. Ireland too looks surprisingly weak in 2023, but not if you consider the previous two years… Continue reading What To Expect from the Global Economy in 2024

Geopolitical Tensions Derailing Economic Recovery

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