Digital Strategy, Global Insights, Leadership

Inflation – Predicting the Winners

12 Nov , 2021  

The recent report of the Consumer Price Index topping 6.2% has sent shiver of inflation fears into the market. However, this inflationary hit seems different than the inflation seen in recent episodes of high inflation. Examining this will help us determine who are the winners and losers of the current inflation spike. How is the […]

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Global Insights, Innovation

Recession in 2019 or 2020? Yield Curve Might Say So!

14 Dec , 2018  

By now, you have probably heard that the yield curve has got flatten and will likely invert in 2019. What does this mean? Specifically, economists and investors look at the yield of the 10 year treasury note and subtract that rate from that of the 2 year treasury note. Rationally, investors want higher rates for […]

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Global Insights, Leadership, Risk Management

The Case for Low Interest Rates, Lower Taxes, and More Babies – Deflation!

7 Sep , 2017  

The economists and central bankers of the US Federal Reserve have a perplexing challenge. The US economy has picked up in terms of GDP growth, but inflation is below the Goldilocks target of 2%. How could economic models be wrong? What, if anything, has changed? It has spurred a serious discussion that suggests that US economy operates differently now. I think the answer is obvious – DEFLATION! We have deflation, just not in an absolute form. We have deflation in the economy like you might have bugs in your house. They are not everywhere, just in places. Overall, the house is mostly clean, but there are some bugs.

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Understanding China’s One-Child Policy Shift: Big Demographic and Economic Changes Ahead

Global Insights, Leadership

Understanding China’s One-Child Policy Shift: Big Demographic and Economic Changes Ahead

29 Oct , 2015  

Understanding China’s One-Child Policy Shift: Big Demographic and Economic Changes Ahead Today, China announced that it is abandoning its 35-year policy of limiting families to only one child. This policy has become a demographic experiment unmatched in the history of the world. Owing to this policy on reproduction, China is experiencing many challenges and risks […]

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