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Economy

Economy

Beyond No Standards — Volatile Markets Now Re- establishing Standards

May 19, 2022 Subodh Kumar 0

Currently, market behavior appears indicative of a process of re-establishing standards when looking to 2010 and beyond. Our assessment applies broadly from currency in dollar ……Read More

Economy

Tough New World

May 19, 2022 Subodh Kumar 0

Welcome to the tough new world is our takeaway from 2010 to date. Before the unfolding of the credit crunch from 2007 and even subsequently ……Read More

Economy

Risk Tweaking the Market’s Tale

May 19, 2022 Subodh Kumar 0

In many ways, the tale of the market for 2009 was of tremendous momentum, first down for economies and capital markets followed from March 2009 ……Read More

Economy

Reset Amidst Yin and Yang of Flows and Fundamentals

May 19, 2022 Subodh Kumar 0

We see a potentially substantive reset currently taking place through early 2010 amidst the yin and yang of flows and fundamentals that is inevitably part ……Read More

Economy

Nascent Cycle, Change Signals and Imminent Government Budgets and Corporate Earnings

May 19, 2022 Subodh Kumar 0

The nascent cycle of recovery and capital market sustenance requires substantively more changes. Investors are likely to need and indeed should demand (even more than ……Read More

Economy

New Year Resolution: Wary of Socialization of Capitalism

May 19, 2022 Subodh Kumar 0

At the start of 2010, we have but one resolution. Portfolio management needs to be wary of the socialization of capitalism. The 1990s started with ……Read More

Posts pagination

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