Beware Ill winds from Currencies
The global business and capital market cycles are at a delicate point. They have been in decline, appear now mixed and with potential for a ……Read More
The global business and capital market cycles are at a delicate point. They have been in decline, appear now mixed and with potential for a ……Read More
Arguably acute for countries and companies, unique characteristics are at work in this cycle. Three that are illustrative are from China, India and the United ……Read More
After close to failure in finance, reality still appears recalibrating markets and behooves a quality tilt. Upcoming Q2/2009 results are likely to be scrutinized for ……Read More
Not unsurprisingly, memories of the 1990s have tended to evoke the euphoria and then pop of the internet bubble tail end of that decade. However, ……Read More
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
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
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