Tag Archive: INDIA

China Focus : The Magical Land of Ali Baba

by

WORLD ECONOMIC FORUM, 24 Jan 2015 JACK MA SAYS HE WAS REJECTED BY HARVARD 10 TIMES Who applies 10 times ??? Someone who Rejects Rejection ? A trader at heart ? Someone who… Continue reading

2015 EM Outlook : The Rising Boats In The Ebbing Tide

by

The year is not ending on a high note for the MSCI EM Index despite hitting a 3 year high sometime in the 3rd quarter.   We are closing the year lower than… Continue reading

Asian Round Up – The Problem With New Governments

by

I think Jokowi looks like Obama and I am not alone.   We are nearly in the final leg of 2014 and Asia has 2 new populist leaders in the 2 most populous… Continue reading

Welcome to The EM Rattlesnake Round-Up

by

Welcome to the EM round up. It happens once or maybe twice a year. This year, it started on the first day of January but soon erased losses into February, not without weakening… Continue reading

A Chinese Astrological Perspective – Modi In, Ying-Has-Lucked Out

by

Our feng shui consultant, Dr Jin Peh, is finally back from his long travels which took him to a feng shui convention in the UK where he was promoting his new book, Four… Continue reading

Don’t Forget The Election Hangover And Post Vesak Violence

by

Elections results in India this Friday, the 16th, and Indonesia over last weekend. Vesak holidays tomorrow may also herald the end of peaceful protests. Elections Remember Malaysia and Pakistan last year, as I… Continue reading

Lunch With Legends, The Take On USDJPY And More

by

It makes me feel important when I spend time in the company of market legends because their aura rubs a little off onto little old me and I feel taller sometimes, which had… Continue reading

Asian Emerging Markets 2014 – Detox Time

by

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