Serious investment thinking that doesn’t take itself too seriously.
Five years after the 2013 “taper tantrum”, the world is on the brink of yet another emerging market meltdown whose twin epicenters are now Istanbul’s Bosphorus and the Argentine...
Market View – The Federal Reserve and the rise in inflation risk The dominant theme of 2018 has been a rise in the bellwether ten-year US Treasury note yield from 2.40% to 3%...
I had written an article titled “six reasons to be bullish Saudi equities in 2018, published in the KT on January 28. Yet I was surprised to see Saudi Arabian equities become the...
A dismal legacy of civil war, sanctions, insurgency, foreign invasion and terrorism has had a catastrophic impact on the Iraqi economy. Prime Minister Haider al-Abadi told the...
The Sensex and Nifty seem near a cyclical peak though the declines in Indian midcap/smallcap shares have been draconian. There is no doubt in my mind that, after a stellar 2017,...
After a 1000 point midweek Dow rally, the US stock market was slammed again by 567 Dow points on Friday after President Trump announced $100 billion in additional tariffs on...