About Mitul Kotecha

I have worked in the financial industry as a strategist/economist for over 25-years in investment banks in London, Hong Kong and Singapore.   I have covered a range of financial products including bonds, interest rates, equities and foreign exchange.  I am currently working in Singapore for a North American Bank as a Senior Emerging Markets Strategist.

I hold an honours degree in economics and a masters degree in economics and finance and have developed a comprehensive knowledge of economic and financial theory during my studies and in my employment.

I am regularly consulted by the press/media for my views on markets and economies appearing regularly on business channels such as CNBC, Bloomberg TV, Channel News Asia, and Reuters TV.

I am also regularly quoted in various newspapers including the Financial Times and Wall St. Journal as well as various newswires including Reuters, Bloomberg, Associated Press, Dow Jones and many others.

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33 Responses to “About Mitul Kotecha”

  1. knowledgetoday Says:

    I love your site. Keep it up !

  2. Jane Jackman Says:

    Hi Mitul, I was directed to your blog by my colleague Amar Pabari. Unfortunately I think you are spot on with your prognosis. What have you personally done to protect your wealth if I may ask? Gold is overdone I think, there must be alternatives?

    Cheers, Jane

    • Mitul Kotecha Says:

      Hi Jane,

      Thanks for your mail. I must admit that the magnitude has shocked me and for this reason as with many other investors I have watched my shareholdings sink. It really has made me question the long standing view that equities are a good long term investment. I do think however, that there will be some great opportunities over the coming months. Gold may still be a good bet especially if inflation fears get out of hand due to the quantitative easing carried out by central banks such as the BoE. Oil also looks like it has found a firm base and the likelihood of cyclical upswing next year together with reduced supply could see oil prices surge over the medium term. Even some high grade corporate bonds have seen an improvement in demand as investors have shunned the low quality debt. I have been speaking to a lot of foreign investors over recent weeks and many are starting to look at UK assets as good value both due to a massive drop in the pound but also due to the slide in real estate values. I think markets will stabilise as we go into the second half of the year and that point there will be opportunities to start picking up cheap assets.

      Best Regards

      Mitul

  3. Mitul Rughani Says:

    Hi Mits,

    Great Blog!

    Hope all is good in HK?

    Best Wishes

    Mits, Seema & kids

    • Mitul Kotecha Says:

      Hi Mits,

      Good to hear from you and thanks for the feedback. Just got to add posts to the blog to make sure I keep it active. Hope all is well with Seema and the kids. If you come out to Asia it would be great to see you in Hong Kong.

      Best wishes

      Mitul

  4. Francis J Manganella Says:

    Hi Mitul,
    I totally appreciate your efforts and understand the challenges in keeping the blog/site up to date. Your commentaries are great and your layout is pleasant if I may say so.
    Good luck!
    Frank

    • Mitul Kotecha Says:

      Hi Frank,

      Thanks a lot for your feedback. I must admit the easy part was setting the blog up. The hard part is keeping it updated. In theory it should be a good way for me to lay out my thoughts (outside of my day job) whilst hopefully adding something new to the debate on the issues covered.

      Best Regards

      Mitul

  5. Clement Isack Says:

    Hey Mitul,

    I have stopped reading everything else and this is now the first site I open every weekday morning.. great commentaries as usual from the guru as I’d like to call ya..

    keep up the good work.

    Cheers!

    Clement.

  6. Randy Hebert Says:

    enjoy reading your commentaries Mitul – great insight

    Randy Hebert

  7. Nish Thakrar Says:

    Hi Mitul

    I have been following your blog for a while and even though some of it heavy going for a ‘scientist’ like me I do enjoy it and its informative.

    I am keen to understand as a layman how I should view gold in the current climate as an investor possibly looking to invest over a period of 6-12 months…

    Hope all is well in HK

    Rgds
    Nish

    • Mitul Kotecha Says:

      Hi Nish,

      I am no expert about gold prices. But here is some thoughts. Gold is usually a great inflation hedge or a safe haven asset in times of risk aversion. At the moment none of these apply as inflation is benign and risk appetite has substantially improved. Gold is however, benefitting from a massive liquidity led rally due to the huge wall of cash out there. If you are really interested in investing in gold then it may be wise to wait for prices to pull back. Eventually gold prices are likely to rise further, especially as the dollar weakens over coming months, but the run up in gold prices over recent weeks looks rather rapid in my view and maybe liable to some profit taking.

      Regards

      Mitul

  8. Bob Singh Says:

    Hello Mitul,
    Great work! Keep it up. Very fresh, current and pointed. Being an ex-bullion trader in Toronto and FX trader in NY, I can appreciate your work very much. Unfortunately, we could not share your thoughts during our time.
    I would like to add you as a contact on linkedin and need your email address. Please be so kind to invite me bobnsingh@aol.com.
    I am in NY.
    Thanks very much.
    Bob Singh | bobnsingh@aol.com | +1-718-803-2919

  9. Bhumika Gandhi Says:

    Hi Mitul,

    Your Blog is Excellent!..

    Very informative and interesting. I am glad that I came across your profile on LinkedIn. Even I have a passion for Forex and therefore I have done both my Masters focussing on Forex.

    Thanks.

    Bhumika Gandhi

  10. Hiten Says:

    Hi Mits, what a fantastic Blog, Great work

    hiten

  11. mitul dhamelia Says:

    hi mitul,
    i like your coments on every fild.tell me some thing about stock market in india.

  12. Mukul Mehta Says:

    Dear Mitul,

    I am following your blog from some time. I am working as forex trader in ICICI banks in mumbai from last 4 years.

    Can i add you on my reuters massanger or IM medium.

    Any ways thanks for your insight into the market.

    Regards,
    Mukul Mehta

  13. Richard Lee Says:

    testing

  14. Bhavin P. Kapadia Says:

    Mr. Kotecha,

    Very informative website.

    Saw your interview on Bloomberg TV last week; enjoyed listening to your insights.

    As a result, from your excellent economic knowledge, I am actually beginning to think of pursing a M.A. in Economics.

    PS. Hopefully you use Calypso as a tool! : )

    Regards,

    Bhavin P. Kapadia
    BA – Interest Rate Derivatives
    CALYPSO, San Francisco, USA

  15. Jayashri Srinivasan Says:

    Dear Mithul,

    This is to inform you that your site has been featured on Online Education Blackbook’s recent article, “Being Aware of Market Trends Can Help You Make Sound Investments”. http://blackbook.simplydegrees.com/being-aware-of-market-trends-can-help-you-make-sound-investments/

    Your blog was described as “by Mitul Kotecha who has worked in the financial industry as a strategist/economist for over 15 years and gives his views on markets and economies and an analysis of current and topical market moving events”. Would you be interested in displaying our Trusted Site Award?

    If so, please let me know so we can send it to you, or if you have any other questions for me.

  16. Ganesh Mani Says:

    Hi Mitul,

    Came to your site thru LinkedIn.

    I am trying to gauge the impact of the Queensland floods on AUD. Now I learnt about the possible correlation between gold prices and AUD.
    With Gold exports being important to Australia ($14 bn) falling gold prices could affect AUD. Your comments would be useful.

    regards

  17. SIDDIQ MIRZA Says:

    HI MITUL
    I AM A BEGINNER IN FOREX TRADING . PLEASE ALWAYS INCLUDE YOUR COMMENTS ON FOREX MARKET
    MANY THANKS
    SID

  18. SIDDIQ MIRZA Says:

    HI MITUL
    I GOT INFORMATION ABOUT YOU THROUGH FXCM REAL TIME NEW AND WAS VERY PLEASED WITH COMMENTS ON FOREX FOR 2011. PLEASE LET ME KNOW ABOUT ERU/USD
    MANY THANKS AND REGARDS

  19. ashwin rattan Says:

    Am a big fan of the blog, any thoughts on turning it into a book?

    Ash
    Publisher
    Searching Finance

  20. Frank Says:

    Hi Mitul, I really appreciate your blogd. Your blogs on the forex market areinvaluable. I would like to share your blogs with my subscriber base and wanted to check with you if that is OK. Pllease let me know, thanks.
    Frank O Connor

  21. SIDDIQ MIRZA Says:

    DEAR MITUL
    I AM REALLY ENJOYING YOUR ARTICLES AND BENEFITING IN FOREX…………. MANY MANY THANKS AND GOD BLESS YOU
    SIDDIQ MIRZA

  22. Matt Ramos Says:

    Hi Mitul,

    I was referred to your site https://econometer.org/ after seeing your link on several other web sites and wanted to thank you for the great resources you provide. I will be sure to pass these along.
    I wanted to share an additional resource that might be helpful for your site. I am currently working with OANDA, one of the most reputed forex brokers on the Internet. OANDA has some fantastic forex information I believe your visitors would appreciate. If you also find this information valuable, I hope you will consider sharing it with your colleagues and site visitors. As an FYI, OANDA’s forex site can be found here: http://fxtrade.oanda.com/.
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  23. Arthur Chan (@arfatoy) Says:

    Great blog! I’m not from a finance background but your writing is clear and speaks to a wide audience. Highly readable material.


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