Columnnist

Satyajit Das

Former banker and author

Satyajit Das is a former banker and author.

Satyajit Das
25 Feb 2019

Misguided intervention

Central banks' new activism looks like panicked capitulation to markets and politics, encouraging markets to expect intervention regularly.

25 Feb 2019
3 Jan 2019

Doom loops

Be prepared for the appearance of negative feedback cycles in markets as global monetary stimulus is withdrawn.

3 Jan 2019 1
5 Sep 2018

Textbook crisis

The textbook recipe for an emerging-market crisis requires a large dose of debt and an associated domestic credit bubble, and emerging markets have these.

5 Sep 2018
Textbook crisis
27 Aug 2018

Ready for a crisis

A lot of capital has flowed into emerging markets and investors will be exposed to risks that they simply aren't prepared for.

27 Aug 2018 1
Ready for a crisis
6 Feb 2018

Extend-and-pretend

Kicking the can down the road brings forward benefits and defers risks or costs, but while it's a convenient model, it's now in danger of breaking down.

6 Feb 2018
21 Jun 2017

The wrong questions

A society preoccupied with individuality and convinced that technology can solve all problems will find the sustainable energy choices unpalatable.

21 Jun 2017
6 Jun 2017

Corporate jerks

Today's multinationals like Google, Amazon and Apple lack a deep connection with the countries where they operate, for they are as transient as hotel guests.

6 Jun 2017
Corporate jerks
30 May 2017

Stagnation can beat innovation

There's little reason to think this current round of innovation will overcome stagnation, because its effect on economics is lower than believed.

30 May 2017
23 May 2017

Keep the cash

Abolishing cash isn't likely to solve the problems it's meant to address, as criminals and terrorists will simply find alternative methods of transferring funds.

23 May 2017
3 Jan 2017

No change likely

Resistance to addressing issues, inability to accepting the cost of required adjustment and a lack of leadership has resulted in stagnation since 2008.

3 Jan 2017 6
No change likely