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financial markets

Charts of the year
Tried to capture some of the stories that caught my attention this year. Charts to highlight the data and the narrative, accompanied by some questions…
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Reality check
It did not take long for the markets to get a reality check this year.
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The two types of wealthy (II)
The second type of wealthy and a luxury giant's record year
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The other side of the coin
In this hyperconnected society where every debate gets polarised, we forget about the other side of the coin and that there can be a lot of grey in this…
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No L for Luxury
The Luxury market has shown resilience and strength in an uncertain macro environment. Doesn’t look like there will be any Ls for Luxury in the short…
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Breaking up with the past
Breaking up with the past is never easy when you get conditioned so strongly to your environment. Businesses, investors and people are coming to terms…
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Goliath is a David
Hedge funds have long been the Goliaths in the jungle. Now they are increasingly looking like Davids.
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A different kind of recession
For the ones looking in the rear view mirror for the signs of a recession, you might not find much. It is quite different this time around.
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Lessons from a bear market
Its good to pause and reflect on what went over the past two years, and think about the broad lessons you can take away.
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Somewhere to hide
While the markets come to terms with higher inflation, investors are looking for somewhere to hide and seek some shelter for their savings.
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Playing different games
What worked in the past does not seem to working anymore. This is the end of free money.
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A new new thing
Our reaction to a new thing is quite unpredictable. How will we react to this new environment?
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