Showing 1-5 of 5 results
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Central banks can't solve all woes
News, Satyajit Das, Published on 25/02/2019
» In the short time since December 2018, central banks have collectively injected as much as US$500 billion (15.6 trillion baht) of liquidity to stabilise economic conditions. The US Federal Reserve has put interest rate increases on hold and is contemplating a halt to its balance-sheet reduction plan. Other central banks have taken similar actions, fuelling a new phase of the "everything bubble" as markets careen from December's indiscriminate selling to January's indiscriminate buying.
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Five 'doom loops' to navigate in the market this year
News, Satyajit Das, Published on 03/01/2019
» As the great unwind of global monetary stimulus gains momentum, markets are at increased risk of experiencing doom loops. Investors need to be prepared for these downward spirals, where shocks set off a self-perpetuating sequence of disruptions.
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Is an emerging-market crisis near?
News, Satyajit Das, Published on 05/09/2018
» Emerging-market stresses have been building since at least 2013. Investors may have forgotten the effect of the "taper tantrum" on the so-called Fragile Five -- Brazil, India, Indonesia, Turkey and South Africa -- a term coined by Morgan Stanley to describe their vulnerability to capital outflows. Monetary accommodation, lower current-account deficits and growth disguised the underlying challenges, attracting more capital to those markets.
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No such thing as the fourth industrial revolution
News, Satyajit Das, Published on 30/11/2016
» The theme of the 2016 World Economic Forum (WEF) in Davos was the "Fourth Industrial Revolution". Professor Klaus Schwab, WEF's founder, has even published a hasty, crowd-sourced book. He warns that the scale, speed and impact of new technologies, focused on artificial intelligence, robotics, the Internet of Things, autonomous vehicles, 3D printing, blockchains and biotechnology, are "so profound" that in history "there has never been a time of greater promise or potential peril".
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No one can win a global currency war
News, Satyajit Das, Published on 18/08/2016
» It has been a year since a sudden, 1.9% decline in the Chinese yuan rattled global markets and prompted fears of a global currency war. China has mostly soothed nerves by moderating the renminbi's swoon since then. But what should really put minds to rest is the knowledge that no one could win a true currency war today.
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