Tariq Carrimjee
Time for the Panic Button?
Central Banks have spent a lot of time assuring everyone that everything is under control and that they will steer the world back to...
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Tariq Carrimjee
Nov 1, 20214 min read
Monthly INR Outlook – November 2021
As we head into the final stretch of 2021 we see the USD at near the top end of a very flattish year- the range so far restricted between...
Tariq Carrimjee
Jul 1, 20214 min read
The Disruptors Disrupted
For the last twenty years we have been talking about the disruptive nature of the internet and how it upended all normal business models....
Tariq Carrimjee
Jun 1, 20215 min read
End of the Ride for Equity?
Too soon to call a top? All the world’s equity indices are on a tear. Till date there’s been an 8 day rally globally; The Dow Jones...
Tariq Carrimjee
May 1, 20214 min read
Sustainable Investing - The New Mantra
Some trends are slow burning but certain, some come and go like a bang and others sneak up and are a big thing before people even notice....
Tariq Carrimjee
Apr 1, 20214 min read
Taper Tantrum Part 2
The original ‘taper tantrum’ of 2013 refers to the slow reduction of additional liquidity that the US Federal Reserve injected into the...
Tariq Carrimjee
Mar 1, 20214 min read
The ECB’s lone stand
K shaped recoveries also require K shaped solutions. At least that is what the ECB would have you believe. But in a world of globalised...
Tariq Carrimjee
Feb 1, 20215 min read
Expectations Management
Central banks have a host of problems on their hands. And the only two things that are firmly under their control (by and large) are...
Tariq Carrimjee
Jan 2, 20215 min read
The Conflicted Dollar
The US Government has long held an outward position of neutrality vis-à-vis the strength of the US Dollar. Although ex-President Trump...
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