The Macro View – The Property Chronicle
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Strategy ideas and macro risks in the Indian stock market The emerging markets convulsions in May were compounded by the political shock for the BJP in Karnataka

After a stellar 28% return in 2017, the BSE Sensex (down 2%) and the NSE Nifty 50 indices in India been a disappointment in 2018 to date. The emerging markets convulsions in May were compounded by the political shock for the BJP in Karnataka. The financial markets have also been alert due to the oil […]

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Macro Ideas – Is Iraq the world’s next hot frontier stock market? Money alone will not solve Iraq’s problems of systemic corruption

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 assembled global elite at Davos 2018 that Iraq needed $100 billion in postwar construction. Yet money alone will not solve Iraq’s problems of systemic corruption, a society divided […]

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