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About Lakshman Anantakrishnan
Lakshman Anantakrishnan
ARTICLES BY LAKSHMAN ANANTAKRISHNAN
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We’ve dodged a recession – so far. Things could get ugly if it does come knocking on the back of further interest rate hikes.
2023-07-10 10:24 -
Some traditional drivers of asset prices are being overwhelmed by alternative policy measures and structural change including disruptive tech and the green transition. This presents opportunity.
2024-07-10 14:55 -
With no shortage of potentially volatile events, 2024 could also provide no shortage of opportunities.
2024-01-24 10:30 -
Is this time different? Will rate hikes not quell investor appetites? Maybe, but things could also be playing out to a timeline investors aren’t used to.
2023-10-09 14:49 -
A major crisis hits humanity every 80 to 100 years. We are now due. How should we invest for this?
2023-07-24 11:55 -
Banking crises and financial stability are dominating headlines, following the sharpest rate tightening cycle in decades. Despite the calamity, inflation remains the key issue for policy makers.
2023-04-14 10:44 -
There’s likely to be no shortage of challenges for the global economy and markets in 2023. But those challenges should bring opportunities for patient investors who know where to look.
2023-01-20 09:21