A Game Theory Approach to India-China Standoff at Doklam
The Doklam standoff between India and China continues to attract daily press coverage although the rhetoric of escalation & war has been...
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10% 1H 2017 Portfolio Gain
We run through our biggest gainers and losers in the first half of 2017 month by month for closed positions and where we stand with our current...
163 Views
India: Trim Positions in an Overvalued Market Compounded by RBI Policy Error
We recommend that investors reduce India to Underweight in their portfolios, as the market has become very expensive. The trailing P/E ratio (of...
140 Views
India: Structural Issues Causing Broad Based Slowdown Across the Economy
Energetic reforms in the three years since the Modi government took power have elevated India's global economic status. However the moderation in...
115 Views
Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
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