The last time the world saw a tariff and trade war it was 2017, in Trump’s first term as President of the US when he took on the world’s second largest economy, China, in a tariff war. It ended with China too imposing retaliatory tariff increases on American imports and before we knew it, Europe… Continue reading The World Economy Bracing for Trump 2.0
As the United States of America votes in this most historic and significant of elections in recent history, perhaps we will get to see once again just how divided and polarised the country is. Because it is once again about two competing visions for America, as have the previous two US presidential elections been. Because… Continue reading US and Global Economy on the Brink
We’re into the last quarter of 2024, the year of anticipated slowdown in the global economy. While we’re still awaiting the September quarter GDP growth figures for major economies around the world, it might be safe to say that the worst has been averted. That there isn’t a recession waiting around the corner. A few… Continue reading Reading the Slo-Mo Global 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
As India prepares to go to the polls tomorrow in the largest democratic exercise in the world, it might be time to also think of elections that have already taken place this year and the others yet to come. I am looking at it from the point of view of the larger political shifts that… Continue reading Where Geopolitics Can Take the Global Economy
Almost two years after the waning of the Covid pandemic and a year and a half of the conflict in Ukraine, the world is still fighting consumer price inflation in most parts of the world. That continues to be the biggest obstacle to growth and economic recovery, as consumers cut back their spending, especially on… Continue reading The Fractious State of the Global Economy
There is no excerpt because this is a protected post.
After reading news of India’s first quarter GDP for FY 23, which showed little sign of a base effect despite the fact that in FY 22, we had grown 20.1% in the same quarter, we are likely to think that base effects don’t matter anymore. It would be unwise to think so, however, because this… Continue reading Pay Attention to the Cyclical Economy
Hello friends. This edition of The Owl Wisdom Podcast is prompted by the constant refrain that we all hear about returning to pre-Covid levels. Whether it is our day-to-day lives or the wider economy, the comparison is always with life before Covid. Here - as in a previous edition titled The Big Reset - I… Continue reading The Problem with Pre-Covid Levels: Owl Wisdom Podcast
It's not a New Year resolution, but I thought it might be a good idea for me to attempt podcasting in 2020 as a way of adding another dimension to my blog. And in keeping with the tradition of my blog, the podcasts too will be written at the intersection of business, economics, politics and… Continue reading Five Highs and Lows in 2020: Owl Wisdom Podcast
Peripatetic Perch 