Alliance Equity Research

31 Oct 22

Trussonomics 101: What Went Wrong?

The UK had faced a continued slump in growth since the 2008 Global Financial Crisis, and the period of controlled inflation and lower costs of borrowing ended at the start of 2022. This incited the set of policies as well as the ideas and drivers underpinning them, which were then dubbed “trussonomics.”

14 Oct 22

Does “Too Big To Fail” Work in 2022? A Deep-dive

In layman's language, this article discusses the too-big-to-fail phenomenon, the subprime crisis of 2008, Lehman Brothers bankruptcy, AIG’s bailout, Credit Default Swaps, and the current Credit Suisse situation.

15 Aug 22

Are Job Cuts Indicating a Recession?

Companies from all sectors and even those who aggressively hired employees during the pandemic are on the verge of hiring freezes due to macroeconomic uncertainty hovering around the world. Companies like Amazon, Shopify, and Peloton were some big names that almost doubled their workforces to manage smoothly through the pandemic surge and meet customer demand.

15 Jul 22

How Behavioural Finance Played Out During The Pandemic?

Behavioral finance combines psychology with finance to examine investor behavior and understand how people make financial or investment decisions, individually and collectively. The groundbreaking work of psychologists Daniel Kahneman and Amos Tversky in the 1970s-1980s revealed striking insights into the complex ways in which the human mind operates.

04 Jul 22

Is India on a Path to Become a Global Leader in the Payments Settlement Space?

UPI has become the world’s largest real-time payments system. In FY2021-22, it accounted for nearly 40% of the 55 billion transactions that took place in India during the year. Total transactions crossed ~ Rs. 84 lac crore (breaching the $1 trillion mark) in the same year.

27 Jun 22

The Ramifications of Fed’s Interest Rate Hike

The annual inflation rate in the US unexpectedly accelerated to 8.6% in May 2022, the highest since December of 1981. As a result, the Fed raised its benchmark rate by 75 bps — the biggest increase since 1994.

13 Jun 22

Growing Relevance of SPACs Across the World

SPACs or Special Purpose Acquisition Companies have garnered a lot of boardroom attention post the successful IPO listing of companies like Virgin Galactic, WeWork, and ReNew Power. SPACs' popularity was limited only to the U.S. until now, but now they have begun being considered by regulators worldwide.

09 Jun 22

The Terra Crash – A Deep Dive into Events that Wiped Out $45 Billion of Investor Wealth

What is a stablecoin? Stablecoins are cryptocurrencies that are designed to provide users with the benefits of cryptocurrencies without the high volatility of conventional cryptocurrencies such as bitcoin or Ethereum. While conventional cryptocurrencies allow users to carry out transactions, their highly volatile nature makes them economically unviable for such transactions. This is where stablecoins come […]

19 May 22

Is Ruble the Comeback of the Decade?

The Comeback of the Decade? On the 24th of February, 2022, the world woke up to the news of Russia launching a full-scale invasion of Ukraine. What followed were sweeping economic sanctions on Russia by the U.S., Canada, and the European Union in an attempt to financially destabilize Russia. Expectedly, the Russian Ruble crashed by […]

08 May 22

The Implications of Stagflation on the Economy & Markets

The world was just recuperating from the COVID-19 induced economic shocks in 2022, but two major growth risks are looming large against a backdrop of alarmingly high inflation. The world economy was already facing a multi-year high inflationary pressure which got more severe due to the Russia-Ukraine conflict, which further led to the tightening of the economic cycle by the Fed.

Trussonomics 101: What Went Wrong?

Does “Too Big To Fail” Work in 2022? A Deep-dive

Are Job Cuts Indicating a Recession?

How Behavioural Finance Played Out During The Pandemic?

Is India on a Path to Become a Global Leader in the Payments Settlement Space?

The Ramifications of Fed’s Interest Rate Hike

Growing Relevance of SPACs Across the World

The Terra Crash – A Deep Dive into Events that Wiped Out $45 Billion of Investor Wealth

Is Ruble the Comeback of the Decade?

The Implications of Stagflation on the Economy & Markets

Elderconomics: The Business of Getting Old in Developed Nations

The $315 Trillion Question: Who Holds Global Debt and Can It Be Repaid?

Global Supply Chain in 2024: Surviving and Thriving in a New Era of Complexity

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