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Markets

Which Perception Is the Reality?

May 19, 2022 Subodh Kumar 0

Amongst the cooling embers of a fiery 2009, markets have appeared to be having trouble breaking through, even in the u.S. with lowered job loss. ……Read More

Markets

Sector Mini Rotation Late 2009 Considerations

May 19, 2022 Subodh Kumar 0

In the twelve months since October 2008, purveyors of Armageddon held sway for the first six months and then since March 2009 holding sway have ……Read More

Markets

Conundrum(s) Revisited – Equities,fixed income and bullion

May 19, 2022 Subodh Kumar 0

With capital markets aspiring to a rapid return to normality, it is appropriate to examine conundrums as well as linkages between equities, fixed income and ……Read More

Markets

Beware Ill winds from Currencies

May 19, 2022 Subodh Kumar 0

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

May 19, 2022 Subodh Kumar 0

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

May 19, 2022 Subodh Kumar 0

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

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