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Sameer Kalra
Sep 12, 2023
US Inflation : A Bump or Reversal ?
Tomorrow will be the first US CPI data release that will contain the impact of the July crude oil price rise and the new calculation...


Sameer Kalra
Aug 29, 2023
Supply Pressures are Back !
Last few months, there has been a reversal in supply pressures but these pressure points are only limited to logistical issues this time....

Sameer Kalra
Aug 22, 2023
Dragon Economy - Unable to Fly ?
Seven months have passed since China announced reopening from covid restrictions. And since then not even a small positive indication of...

Sameer Kalra
Aug 14, 2023
US Inflation Fall - Coming to an End ?
Last week's inflation releases were mixed as CPI came in line and PPI was above the estimates. Within the CPI, the major contributor...

Sameer Kalra
Aug 8, 2023
Supply Chain Breaking Again ?
According to the recent manufacturing PMI reports the supply chain pressures are reappearing. Though the level of changes is small it...

Sameer Kalra
Jul 4, 2023
Problems in Kingdom ? Brexit and counting
It has been seven years since the Brexit referendum, took place but the issues have just kept on rising since then ranging from political...

Sameer Kalra
Jun 26, 2023
China Slowdown - Whom to Blame ?
From November 2022 to January 2023, every news headline and financial market participant was focused on China. This was due to the...

Sameer Kalra
Jun 13, 2023
Japan - The Land of Rising Investments
In a global environment of high interest rates with slowing growth accompanied by high inflation, despite this investors are getting...

Sameer Kalra
May 29, 2023
German Economy -The Leader of Fall ?
Last week as the world focused on the USA Debt limit, the first large economy where red a recession though it is technical ( two quarters...

Sameer Kalra
Mar 2, 2023
Mystery of USA Jobs Market
At the end of December, almost all of the brokerages and economists downgraded the US GDP forecast for 2023. This was due to the sharpest...


Sameer Kalra
Feb 28, 2023
Japan - The Financial Giant
After the USA if there is a financial giant that dominates the world but with a passive-aggressive approach then it is Japan. For the...


Sameer Kalra
Feb 27, 2023
The Savings Trap Is Here
Last week the credit card outstanding in the USA reached almost $1 Trillion. And this is all thanks to the savings trap that was created...


Sameer Kalra
Feb 9, 2023
China Reopening - An Optimism Trap?
During January China related ETF witnessed in flowed worth $1.76 Billion which was double the amount received during December 2022....


Sameer Kalra
Feb 7, 2023
Geopolitical Inflation - The Culprit
The last three years have witnessed a continuous rise in inflation globally. With every year having a different reason. 2020-21 was the...


Sameer Kalra
Feb 6, 2023
Conflict Escalation & It's Impact
On 24th February, it will be one year since Russia and Ukraine conflict began. In the past few days, there have been various reports that...

Sameer Kalra
Jan 24, 2023
Regions to Drive Global Growth
In the last three decades, global GDP growth had been in the range of 2-4% every year with some exceptions. This growth came with the...


Sameer Kalra
Jan 19, 2023
China Reopening - Boon or Bane ?
Within the first 15 days of the new year, the most talked about event in the investor community is “China Reopening “. It is evident, in...


Sameer Kalra
Jan 3, 2023
The Higher Highs of Military Spending
Most countries in the world have defended spending as the largest part of the annual budget. But as always there were exceptions such as...

Sameer Kalra
Dec 29, 2022
New Year Challenge - USA Debt Limit
As the new year approaches a new challenge arrives in the form of the USA Debt limit. It is the self-imposed debt limit that is passed by...

Sameer Kalra
Dec 27, 2022
Just In Case or Time - Supply Nightmare
Recent PMI reports and other data releases from various countries suggest that supply chain issues have been reduced and there are now...
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