Liquidity has been a robust tool to support various financial market post 1987 for Japan, Post GFC & Post COVID. Pre Covid, global economies and their central banks were sailing in the same boat. If deflationary environment was visible then the whole world was experiencing the same phase because the bazooka of liquidity was constantlyContinue reading “Global Markets – An update on current situation”
Tag Archives: Asset Management
Debt threat from US REITS-The Next bubble in US market
People generally believe that fixed source of Income are better than variable source of Income. In this category, Deposits and rental sources are considered as safest source of Income. However, after Silicon Valley Bank, First Republic Bank, Credit Suisse and Signature Global Bank, deposit holders are losing trust in Banking system but they are notContinue reading “Debt threat from US REITS-The Next bubble in US market”
Inflation or Stagflationary Deflation?
A quick look across the commodities pricing for the past one year reveals an inflationary picture. Source: Visualcapitalist.com This will certainly seem a lot given the returns posted here. Given that we have been through a pandemic induced supply shock and now a war like situation threatening additional supply sources, it is a general expectationContinue reading “Inflation or Stagflationary Deflation?”
Gold – Why the yellow metal is Shining
Whenever we speak about this yellow metal, a lot of the debates rage regarding its usefulness or the lack of it. Gold has been part of our daily lives for thousands of years. Been used primarily as an ornament material and for some centuries as a commodity money, gold has been the shining metal thatContinue reading “Gold – Why the yellow metal is Shining”
The Fellow Investor 