Broadening Evidence of Global Economic Recovery
In our first note for 2017 we are not ready to draw any significant conclusions for global currency markets. It is evident that a significant...
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Money Matters: King Cnut and the PBOC.
King Cnute (995-1035) is largely recognized as one of the most effective of kings in the Anglo-Saxon period. His name is most often associated with...
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Indiabulls Housing - Is It a Classic Dhandho Bet? 30% Growth + 26% ROE @ 5.6% Div Yield + 10X P/E !!
Elevator Pitch:Share price of Indiabulls Housing Finance limited (IHFL) has had a 25%+ correction since Nov 8 (date of India's demonetisation...
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Money Matters: Turkey on the Brink?
Inflation data released in Turkey today is not encouraging. PPI rose nearly 3% MoM and now stands at 9.94% YoY. Oil price inflation will likely...
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Marketnomix Insights : India Outlook
Growth outlook remains tilted to the downside. Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...
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