Manan Shah, CFA

Macro Hive Author

If you would like to connect and contact the author,
please email meettheresearchers@macrohive.com
SPECIALITY: Emerging Markets, Global Macro,

Manan is a macro researcher with 8 years of experience on the sell-side including Nomura & J.P Morgan. At Nomura, he specialised in scenario analysis for G10 and major EM economies.

MY ARTICLES

GDP Consensus

In: Hive Exclusives | Economic Growth Global Labour Market & Inequality

Consensus GDP Tracker

April 21, 2020

The IMF’s latest World Economic Outlook projects a 3% contraction in the global economy this year. This is an unprecedented decline and a 6.3pp…

Private Credit

In: Podcast Playlists | Credit Investment Strategy

Private Credit: Opportunities To Generate Alpha Above Public Debt (Center For Investment Excellence, JPM Asset Management)

February 21, 2020

David Lebovitz, Global Market Strategist at JPM Asset Management, and Jonathan Seagull, Co-CIO at High Bridge Capital Management, discusses…

FX Liquidity

In: Deep Dives | FX Global Monetary Policy & Inflation

How Regulation Has Distorted FX Market Liquidity

February 19, 2020

The FX markets are the largest financial markets in the world with an average daily trading volume of over $6 trillion. The trading volume in FX swaps…

In: Hive Exclusives | Asia China COVID

What China Virus Means For The Markets

January 24, 2020

Since mid-December an outbreak of a pneumonia-like new virus has been reported in the Chinese city of Wuhan (population 11mn). Genomic data…

Investor Cartoon

In: Podcast Playlists | Data, Models & Market Infrastructure

Trend Expert On “Chaos Is The New Normal” (Bloomberg Businessweek)

January 10, 2020

Trend expert Marian Salzman of Philip Morris discusses her report “Chaos is the New Normal” and talks about 20 trends for 2020:…

In: Podcast Playlists | Sustainability & Social Issues

Germany’s Energy Transition (The World of Business)

January 10, 2020

Germany has long been considered a leader in renewable energy – a model for others to follow its subsidies for wind and solar power…

In: Podcast Playlists | Equities US

All-Stars #87 Brent Johnson: USD, Stocks, Gold & More (Macro Voices)

January 10, 2020

Santiago capital founder Brent Johnson and Erik discuss the 2020 outlook for the US dollar, equites and Gold…

Emerging Market Leaders

In: Podcast Playlists | Emerging Markets

Why So Many Emerging Markets Are Blowing Up Right Now (Bloomberg Markets, Odd Lots)

January 10, 2020

Paul McNamara, a veteran fund manager at GAM Investments has a depth of experience on how these situations playout from sovereign bond perspective…

Euro Currency

In: Podcast Playlists | FX

The Euro & Its Impact On European Banking w/ Thomas Mayer (We Study Billionaires – The Investor’s Podcast Network)

January 10, 2020

Former Deutsche Bank Chief Economist, Thomas Mayer, discusses the euro and its impact on European banking:…

Load more

MACRO HIVE AUTHORS

ALL AUTHORS

US