China Focus : The Magical Land of Ali Baba
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
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
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
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 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
The Rupee is finally taking a breather and it is because of Iraq and maybe Ukraine. Modi’s uproarious win is put on the back burner as profit taking tempers the Nifty’s post election… Continue reading
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
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
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
Twin deficits is a way of life. The word used to be as bad as stagflation 1-2 decades back if you ask me yet it has now become accepted as the norm. It… Continue reading