Negative Impact of India's Demonetization Not to Be Underestimated
On 8 November 2016, the Indian Government shocked the economy with a radical decision to withdraw INR500 and INR1000 notes from circulation and...
197 Views
Money Matters: The Road to Italeave and a Dollar Break-Out?
The trade weighted dollar Index is within a whisker of breaking out of its two year long consolidation phase. There are two fairly imminent...
597 Views
ANIMAL SPIRITS™: Fiscal Trumpenomics II: Value Stocks Boosted By Rising Yields & EM Gets a Timeout!
Fiscal "Trumpenomics" is an inflationary shock which elevates inflation expectations, treasury yields and the slope of the yield curve. The risk...
226 Views
Demonetisation: Self Inflicted
In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8,...
475 Views
Trump, OPEC and Uncertain Games
Most investors are in a state of complete confusion at the moment following the surprise election of President-elect Trump. Even many that thought...
147 Views