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July 27, 2025

 

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Cusp of New Decade — 1990s Redux

May 19, 2022 Subodh Kumar 0

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

Markets

Navigating Rocky Shoals

May 19, 2022 Subodh Kumar 0

At country and company levels, quality and the ability to execute likely remain crucial investment attributes. We believe political risk and earnings bifurcation have not ……Read More

Markets

Contrarian Mosaic Buildup For Late 2009 Recovery

May 19, 2022 Subodh Kumar 0

The markets may have already massively experienced the self-reinforcing panic selling that marks lows followed by a contrarian mosaic buildup to recovery. Our core view ……Read More

Markets

Davos 2009 World Economic Forum

April 16, 2022 Robert Mull 0

The conversations on the ground in Davos, Switzerland are likely to pick up where they left off at the 2008 World Economic Forum’s annual meeting: ……Read More

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Markets

Oil prices slump under $33

April 16, 2022 Robert Mull 0

Oil prices slid close to a four-year low under $33 per barrel on Tuesday in a market plagued by weak global demand, analysts said.  New ……Read More

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Markets

Over 2009, Unblack Swans And Transparency Thematic For Volatile Turnaround

May 19, 2022 Subodh Kumar 0

We traditionally use our last yearly note for retrospection and broader key themes. We expect volatile turnaround markets over 2009. We see as preposterous, the ……Read More

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