Asking me to write an EM piece for 2014 is like asking Justin Bieber to do opera. It struck me that it is perhaps just what the market needs – a different perspective.… Continue reading →
How did we miss the forest for the trees ? The best performing asset in the world this week would be Bitcoins which are up 50%. The talk is that China has just… Continue reading →
Asian Emerging Markets 2014 – Detox Time
byAsking me to write an EM piece for 2014 is like asking Justin Bieber to do opera. It struck me that it is perhaps just what the market needs – a different perspective.… Continue reading →