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salimsuterwalla
Oct 25, 20231 min read
Shaping Up
Across many geographies, the central bank medicine cabinet is now better stocked and has caught up with likely inflation expectations....
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salimsuterwalla
Jan 17, 20221 min read
Post Pandemic Realty
We start 2022 with a diminished risk of further shutdowns but are still living with substantially different economic realities. Further...
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salimsuterwalla
Jul 13, 20201 min read
Football or Footfall
The strength of the equity recovery is welcome and confirmation that a solution is in hand. The significant global fiscal stimulus...
67 views1 comment
Salim Suterwalla
May 3, 20181 min read
Will Patience Pay
A difficult winter, market euphoria drained over quarter one, based on forward market forecasts of global slowing momentum and some minor...
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Salim Suterwalla
Nov 23, 20171 min read
Forecast sunny, but take a raincoat.
Year to date markets have recorded double digit performance in line with improving fundamentals, as forecasters turn to 2018, the first...
80 views0 comments
Salim Suterwalla
Sep 18, 20171 min read
Make your move
The Q3 asset allocation is nearly completed. Bonds have performed better than many expected and equities over a 12m horizon are well...
70 views0 comments
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