The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the world’s cement but only commands 16% of the...
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Deja Vu - They Are Throwing in the Towel
Readers of Smartkarma will remember our piece lamenting how PE was partly to be blamed for the pain in dry bulk shipping. We questioned the wisdom...
232 Views
Investing in Drones
From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...
236 Views
Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
198 Views
Are We Moving from Industrial Crisis to Financial Crisis? (2008 Being a Property to Financial Move)
Is Gold breaking out?We are coming close to KISS moving average indicators suggesting some further critical breakdowns in equities relative to...
329 Views