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
Business
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
Markets
Cusp of New Decade — 1990s Redux
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
Economy
Portfolio Mix Q3/2009 : Expansion of Restructuring Theme
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
Economy
Political Economy; AlphaBeta or SilkPurse/SowsEar
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
Economy
Fast Recovery Conundrum or Market Amber Signal
There has been consistency in the markets since March, 2009 that we see as overly exuberant. Now late 2Q/2009 investment decisions revolve over whether markets ……Read More