Ajmir Omid


Crises  bring opportunities in renewables

The recent geopolitical crisis and a likely ban on Russian oil and gas exports are bringing energy security back in focus. Governments have focused on promoting renewable energy ...


Is Copper the new Oil?

Last year, commodities including copper witnessed one of their best annual rallies since 2009. Last week, the red metal made a new all-time high as geopolitical tensions set a fire under major metals. But has it ...


US had its first IPO from a Chinese company since October

The flow of mainland companies to New York came to an abrupt halt last summer, after the US Securities and Exchange Commission halted approvals of Chinese companies’ IPOs until they boosted disclosures about the ...


Lessons from the earnings season (so far)

As we are halfway through the earnings season, market reaction has been generally negative so far, mostly driven by fears of possible tightening. But how worried are business owners about the near-term growth ...

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Safe Haven Assets

The recent volatility in financial markets took major indices into correction levels, and even traditional safe havens such as Treasuries and gold offered limited protection. As uncertainty remains surrounding central ...


Assessing the 2022 fiscal cliff

Risk assets have been rocked by the prospects of tighter monetary policy, but is the risk of a fiscal cliff just as big – or bigger?


Is gold still attractive?

While rate hikes can create headwinds for gold, history shows the impact may be limited. In fact, the past two gold bull cycles began with the Fed raising interest rates (2004, 2015).