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Care, market efficiency is rising
Preponderance should prove to be accurate. Equity earning expectations are high but still appear achievable. AI investment needs to show...
salimsuterwalla
Jan 81 min read
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Shaping Up
Across many geographies, the central bank medicine cabinet is now better stocked and has caught up with likely inflation expectations....
salimsuterwalla
Oct 25, 20231 min read
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Post Pandemic Realty
We start 2022 with a diminished risk of further shutdowns but are still living with substantially different economic realities. Further...
salimsuterwalla
Jan 17, 20221 min read
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Football or Footfall
The strength of the equity recovery is welcome and confirmation that a solution is in hand. The significant global fiscal stimulus...
salimsuterwalla
Jul 13, 20201 min read
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