Global macro; Indian firm default; Orderly yield curve evolution; Legal certainty in government contracting
ajayshah.substack.com
The global macro situation My column in the Business Standard today, The stress in global macro, starts out with a view about sanctions against Russia, which implies that energy prices will be elevated for about a year. With this, we have four axes of stress in the world economy:
Global macro; Indian firm default; Orderly yield curve evolution; Legal certainty in government contracting
Global macro; Indian firm default; Orderly…
Global macro; Indian firm default; Orderly yield curve evolution; Legal certainty in government contracting
The global macro situation My column in the Business Standard today, The stress in global macro, starts out with a view about sanctions against Russia, which implies that energy prices will be elevated for about a year. With this, we have four axes of stress in the world economy: