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Vimal Gor

Vimal Gor

Financial Review

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Opinion | Energy shocks are just a shadow rate rise

Opinion | Energy shocks are just a shadow rate rise

From a macro perspective, the oil shock is another form of monetary tightening. This is why the recent repricing in interest rates may ultimately...

22.03.2026 10

Financial Review

Vimal Gor

Time to reassess the Goldilocks scenario driving markets

The longer this environment lasts, and the more investors believe it is permanent, the more important it becomes to protect capital from systemic...

09.11.2025 10

Financial Review

Vimal Gor

What bubble? Why the equity market still has room to run

The Goldilocks environment of not too hot and not too cold looks now more entrenched now than at any point this year, writes Vimal Gor.

28.09.2025 10

Financial Review

Vimal Gor