PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
179 Views
Narrow Bodies Equal Fat Profits: How Investors Can Capitalize on the Aerospace Boom
This year marks the start of an unprecedented production increase in narrow-body passenger aircraft, a category that we believe is the major profit...
174 Views
Growing Worries of China's Private Entrepreneurs
It has been noted that private sector investment in China has been weakening, but less commented upon is the massive increase in state-sector...
180 Views
Quick Event Wrap: Sound Choice by Govt in Urjit Patel; India GST Plans Speed Up; Traders Corner-INR
Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next...
192 Views
India: Growth Outlook Remains Tilted to the Downside
Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...
157 Views