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  • Ritesh Jain

    Independent Market Expert, Mumbai
    He is a trend watcher, Global Macro investor and Blogger at He has over 20 years of experience in financial markets, bonds, equities, gold, and derivatives. He muses about global macro investment opportunities, economics, business, and financial issues.

Brave New World: Monetary policy giving way to fiscal policy; the auto revolution is over

Morgan Stanley expects 2020 will be driven by an improvement in the world excluding the US.

Last Updated: Dec 15, 2019, 02.56 PM IST|Original: Dec 15, 2019, 02.56 PM IST
Ritesh Jain, a Dalal Street veteran, trend watcher and Global Macro Investor, captures global macro investment opportunities and economic, business and financial trends with charts and commentaries in this space.

The 12-year breakout in mining stocks relative to gold now as solid as a rock. Couldn’t be more bullish for such a historically depressed industry. Exactly how the early stages of a precious metals bull market should look like.


Morgan Stanley expects 2020 will be driven by an improvement in the world excluding the US, while US growth flat lines. Growth differentials will therefore swing back in favour for the rest of the world.

BCCL - Non Copyright

Monetary policy giving way to fiscal policy


The auto revolution is over
This has an impact on economic growth , incomes and employment generation


(Disclaimer: The opinions expressed in this column are that of the writer. The facts and opinions expressed here do not reflect the views of

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