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Home Authors Posts by Sumeet Gaikwad

Sumeet Gaikwad

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China’s Covid easing a double-edged sword

Does the sudden change in Zero-Covid policy cause China more harm than benefit in the short term?...
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Can China reopening have a positive impact on markets?

China reopening measures cheered by investors, but weak economic data paints a bleak picture for future growth. ...
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Asian stocks have the best November in decades

Asian stocks outperformed global indices as US Federal Reserve indicated smaller rate hikes while China made a shift in its policies....
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Increment in Warren Buffett’s Japan interests

Warren Buffett's Japan investments are likely to grow in future, whereas Berkshire enjoys the perks of issuing yen-debt at ultra low rates....
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South Korea ETFs for riding the equity rebound

South Korea ETFs could provide good exposure to an equity rebound after macro headwinds start waning....
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Asia FX rises in November on declining macro headwinds

Asia FX took a hit from the dollar rally in 2022, but it might be time for a turnaround in the regional currencies. ...
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