Economy
Consumers Are Not Bamboo Green Shoots;Market Risk and Rates
Globally, we see the consumer as not the economic equivalent of bamboo green shoots—one of the hardiest and fastest growing plants used in Asia from ……Read More
Business
Economy
Is It Valuation or the Economy?
Not just from the young and restless, in June/early Aug. 2009 chatter grew about valuation expansion as market driver. We unequivocally do not consider the ……Read More
Economy
To Thrive, Markets Require Higher Standards
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
Markets
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
Markets
Long and Unwinding Road, Not Frog-march Conducive
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
Markets
Reality Still Recalibrating Markets
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