Trump Is Winning the Trade War Vs China Hands Down, but Vietnam & Taiwan Win Too
In Jan-Oct 2019, the US bilateral trade deficit with China declined by 14.6% YoY (US$50bn) as tariffs began to bite, and US exports to China...
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Dawn of a New Decade
As we enter the third decade of this millennium, we look back over the last ten years, draw inferences from what transpired, examine where returns...
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India - The Future Is Bright
The government and the RBI have belatedly realised that India is in dire straits and that it is time to ease policy and the tough regulatory...
373 Views
India - Deepening Gloom
The Indian economy is in deep downturn. Growth is likely to slow further in 3Q19. The corporate profit cycle is under pressure, meaning a private...
328 Views
India - From Down and Under
We were in India recently on a country research visit to talk to our contacts. The two questions on our mind (and we hope also Indian investors) ...
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