Markets

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

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

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