My Column || Wars, Tariffs, Paper Leaks: Silence of Answers Deepens Sense of Drift
👉KOSPI ⏬️ 8%. Nikkei ⏬️ 3.8%
$ 1.5 Trillion wiped out on Friday. Metals, bonds and Bitcoin all move in unison on rate-hike fears.
👉West Asia War: 100 days in, Trump’s “dip-in, dip-out” operation has no exit. Ceasefires aren’t ceasefires. Inflation is the foster child of this war racking national balance sheets globally.
👉AI & Systemic Risk: Top 10 AI-linked tech stocks command $28 trillion in market cap — larger than China’s GDP, with OpenAI, Anthropic and SpaceX IPOs yet to land.
Whether it is unresolved wars, the chaos around tariffs, the plunge of rupee and stocks, consequential questions are hanging in the air.
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