The optimism in global asset pricing; Episodes 29,30,31,32 of Everything is Everything
ajayshah.substack.com
What me worry? Global financial markets are excited about how developed markets, and the US, are faring. In my column in the Business Standard yesterday, Are financial markets over-optimistic, I give a sense of global macro of the last few years, show the five main threats for 2024, and offer an Indian perspective.
The optimism in global asset pricing; Episodes 29,30,31,32 of Everything is Everything
The optimism in global asset pricing…
The optimism in global asset pricing; Episodes 29,30,31,32 of Everything is Everything
What me worry? Global financial markets are excited about how developed markets, and the US, are faring. In my column in the Business Standard yesterday, Are financial markets over-optimistic, I give a sense of global macro of the last few years, show the five main threats for 2024, and offer an Indian perspective.