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July 4, 2025
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HomeBusinessEconomy

Economy

Economy

To Thrive, Markets Require Higher Standards

May 19, 2022 Subodh Kumar 0

With trillions of dollars of debacle still being unwound the emphasis has been on survival, but to thrive capital markets will now require higher standards. ……Read More

Economy

Portfolio Mix Q3/2009 : Expansion of Restructuring Theme

May 19, 2022 Subodh Kumar 0

Cyclical data was weak in 2008 as credit crunch hit, may now be mixed and could be in recovery in 2010 but our key theme ……Read More

Economy

Political Economy; AlphaBeta or SilkPurse/SowsEar

May 19, 2022 Subodh Kumar 0

We assess the market/business environment to be of prolonged rolling restructuring unfolding not the nirvana of quick seamless transition. Linkages across political, economic and markets ……Read More

Economy

Fast Recovery Conundrum or Market Amber Signal

May 19, 2022 Subodh Kumar 0

There has been consistency in the markets since March, 2009 that we see as overly exuberant. Now late 2Q/2009 investment decisions revolve over whether markets ……Read More

Economy

Politics Beyond Americas; Money Alone Insufficient

May 19, 2022 Subodh Kumar 0

Many have chronically been focused on reduced U.S. importance. Our focus has been on the relative importance of U.S. politics. Now, into June 2009, our ……Read More

Economy

Market Mechanics No Longer Tone Deaf

May 19, 2022 Subodh Kumar 0

While near term equity recovery appears too rapid and corrective pressures persist, markets no longer seem tone deaf. After skepticism over unprecedented fiscal and monetary ……Read More

Posts pagination

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