Good EM, Bad EM
One good thing that emerged from the mini EM crisis that erupted in Jul, lasting into August is that markets have become more discerning over this whole EM business. The ensuing correction over… Continue reading
One good thing that emerged from the mini EM crisis that erupted in Jul, lasting into August is that markets have become more discerning over this whole EM business. The ensuing correction over… Continue reading
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
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
As we wrote in on Aug 2: “…Once every few weeks—the next time is Friday—Nippon Television Network Corp airs a Ghibli movie in the prime Friday evening spot. During the trading session after… Continue reading