Tariq Carrimjee
Central Banks for Recession
The market is made up of lots of differing viewpoints, timeframes, risk appetites, needs for transacting and assessments of true value....
top of page
Tariq Carrimjee
Nov 1, 20224 min read
The Climate Crisis Is Here
In a time of great change and transformation arguably the biggest one will be mankind’s ability to cope with- if not manage, the rapidly...
Tariq Carrimjee
Oct 1, 20224 min read
Kamikaze Kwarteng
The newest UK Chancellor of the Exchequer Kwazi Kwarteng just unveiled a mini budget that has effectively torpedoed the Pound (GBP) to...
Tariq Carrimjee
Sep 14, 20224 min read
One wheel that’s falling off
In the global struggle to regain lost economic momentum in the aftermath of the Covid pandemic one of the main engines for world growth-...
Tariq Carrimjee
Aug 3, 20224 min read
Inflation, Recession, or Both?
It’s hard to tell whether the world really is headed towards a recession or not. Gloomy warnings from both central banks and bond markets...
Tariq Carrimjee
Jul 6, 20224 min read
The sting in the Tail
We are rapidly reaching the moment when leaders of democratically elected governments will realize that the electorate really cares about...
Tariq Carrimjee
Jun 20, 20224 min read
The Chicken Rice Crisis
It’s just been announced that Malaysia will now halt sales of live chicken to its neighbour Singapore from June onwards. Malaysia...
Tariq Carrimjee
Jun 12, 20224 min read
The Perfect Storm
As stock markets continue to plunge and inflation forces central banks to keep hiking rates, China’s extended lockdown threatens yet...
Tariq Carrimjee
Jun 9, 20225 min read
Some thoughts on Supply Side Solutions
Recently enough there was a massive shortage of baby food formula in the United States. Prices surged (as they would in times of acute...
Tariq Carrimjee
May 22, 20224 min read
Checking in on China
Checking in on China Whilst the world is engrossed with the bloody war in Ukraine one of the main engines of world growth is sputtering...
Tariq Carrimjee
May 12, 20224 min read
Debt Market Blowout?
Debt Market Blowout? When the world was in the midst of lockdowns during the Covid-19 pandemic governments were simultaneously printing...
Tariq Carrimjee
Apr 8, 20224 min read
INR Monthly Outlook – April 2022
INR Monthly Outlook – April 2022 The Rupee was in a reactive mode throughout March and continues to be in a position where it is being...
Tariq Carrimjee
Mar 1, 20224 min read
INR Monthly Outlook – March 2022
Just when we thought we had seen the end of the Coronavirus crisis, the last half of last month was hijacked by the escalating...
Tariq Carrimjee
Feb 12, 20224 min read
Another Tipping Point
Into the third week of the war between Russia and Ukraine the world is at another major tipping point on the road to recovery from the...
Tariq Carrimjee
Feb 10, 20224 min read
Putin’s Power Play
Russia has crossed the Rubicon: they have sent in ‘peacekeeping forces’ to the separatist held parts of the Ukraine and recognised two...
Tariq Carrimjee
Feb 6, 20224 min read
The Spreading Malaise of Inflation
Inflation: it’s back and this time it means business. At first it seemed impossible to comprehend how this could even be possible with...
Tariq Carrimjee
Jan 10, 20224 min read
Handling the Endgame
China is paranoid about Covid-19. And this is problematic for the rest of the world. Despite the fact that they have managed to log 8.1%...
Tariq Carrimjee
Jan 7, 20224 min read
Monthly INR Outlook – January 2022
2022 begins with the rupee looking positively rejuvenated against the US Dollar. After hitting highs in the mid-76 range midmonth the...
bottom of page