The most talked about topic for the past weeks has been the Indian current account woes and their worsening deficit etc which led to the rupee tumbling to historic lows. The irony is,… Continue reading
Economic News Aug Electronic Sector Index 51.3 vs expected 50.5 Aug Purchasing Managers Index 50.5 vs expected 51.9 Aug Foreign Reserves $261.87 bio vs previous $261.1 bio IRS Light week in rates for… Continue reading
All the good work of the PMIs were wiped out by the Non Farm Payroll which fell short enough to unconvince about half the world that the Taper is imminent. “Fed watchers Jon… Continue reading
There has been some debate on stock valuations with banks naturally bullish (for the companies are their clients) and independent observers locking horns most recently on the CAPE methodology. CAPE stands for Cyclically… Continue reading
“Around 90 percent of the 130,000 foreigners that own properties in Johor are Singaporeans, according to a June 3 report in the Straits Times newspaper.” THAT IS 117,000 SINGAPOREANS ! And some probably… Continue reading
By Sharon Chen Sept. 4 (Bloomberg) — GDP growth forecast at 4% Y/y this quarter, according to median of 19 economists and analysts in Monetary Authority of Singapore’s Sept. quarterly survey. • Economists… Continue reading
Yours truly maintains that Pakistan will be the Achilles heel of the American empire: https://tradehaven.net/2013/04/25/ad-hoc-commentary-drone-happy-america-should-beware-pakistan/ We have noted the myopic benefits of the Syrian war: https://tradehaven.net/market/ad-hoc-commentary-the-many-short-term-benefits-of-restarting-the-cold-war-through-syria/ We know that Pakistani Taliban and Syria… Continue reading
Published with the permission of Desaque Macro Research http://www.desaque.com The Global Economic Outlook Gets Messier The reversal in sentiment towards emerging markets has been dramatic during 2013. These economies have witnessed major capital… Continue reading
Burning question on what to invest in on the top of our minds. I am torn between the rosy growth picture painted in the economic numbers that is severely tampered by the chain… Continue reading
Bye Asset Managers, Hello Liability Managers !
byPeople have been asking me what to buy and what to invest in and is it time to look at bonds and sell stocks, all raring to invest those bucks. As I was… Continue reading →