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Global Headwinds into the future

When you hear the earnings calls of big companies these days  , all they talk about is ,on Shoring , Re-shoring , near Shoring and fourth one is Friend shoring. Massive supply chains are moving away from China. Supply Chain Inflation : Just look at the picture at the right , it shows the restructuring…

Market returns & liquidity-Financial Markets Post Covid

A lot has changed in the capital markets , since the covid era , although nothing new if you look at the history . We humans have the habit of repeating mistakes and below are events that have transpired , one of the ways to understand them is through market liquidity. So, Liquidity is  combination…

The Logical Logistics

The term Logistics originated in late 19th century from French words ‘Logistique’ or ‘Loger’ which means Storage. Word Logistics was popularized by Antoine-Henri Jomini, a swiss military strategist and a celebrated writer, particularly through his book ‘The Art of War’. In his writings, he has described logistics as the practical art of movies armies. With…

Jobless Growth or Data Sufficiency conundrum ?

Jobs Matter, they are critical part of the economy , lack of employment , jobless growth ,are few things that we keep hearing in newspapers etc . Covid -the pandemic did something very horrible to jobs in all sectors, lot of people lost jobs and job creation has been in news since. We have seen…

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