Our view of the markets and industries that we find intriguing
The millennial generation accounts for 27% of the world’s population or c.2 billion people. Interestingly, about 58% of these millennials live in Asia making that c. 1.2 bil Asian millennials. These individuals are today sophisticated, socially aware, tech savvy, are…
Amidst the vast swathe of hard hit sectors from the Covid-19 pandemic, the Asian consumer segment in our view stands out as having both good cyclical and structural prospects, which we at Karrin Associates are…
US-China relationship at worst levelsThe world today is quickly turning into a two-bloc playground revealing a US-China ‘cold war’ spectacle. Originating with trade disputes following the election of Donald Trump as US President, this US-China…
Central banking shenanigansBy the end of 2020, it is estimated that the world’s six largest central banks will have taken their balance sheet holdings from around $15 trillion to a whopping $25 trillion worth of…
Negative interest rates and its implicationsCaught beneath the landslide of many firsts, the U.S. Federal fund futures, a gauge on where investors expect Federal fund rates to go to, pointed at a negative territory on…
Haircut…..is the first thing this author is going to get once allowed out of the house. Sadly, that is also the painful but essential course of action many firms will likely have to take on…
Deflationary pressures to persist2020 has been the recipient of many firsts. Thus far, oil prices going negative, a global lockdown, a potential depression like no other, record US unemployment at 20.6% and counting, USD1.4 trillion…
Resistance approaching just when implementations get tricky.The proverbial alphabet soup of stimulus introduced by the Fed and the American government has fuelled a >30% relief rally above March 23rd lows, sufficient to sway bears into…
Signs that the virus is peaking in the developed world.Some signs have emerged over the weekend that the Covid-19 virus growth is slowing earlier than expected in NYC, the epicentre of Covid-19 in the US…