The Dark Side of Glocalization (Even if Investment Opportunities)
Last week in my notes I pointed to the investment world being upside down and there being too much risk to be fully invested.Let’s set aside...
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Will Brexit Break EM's Back?
Against market expectations the British have voted to exit the European Union, a process that could take a few years. The first order impact is...
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Post Rajan World: Potential Red Flags to Watch & Why Strong Personality Head Imp in EMs Institutions
The reforms credentials of Modi government have been dented with news of exit of Raghuram Rajan, Governor Reserve Bank of India (RBI) in September....
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Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Our...
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Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
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