Upbeat view on India’s ability to create value over the coming decade
Diametrically opposite interest rate challenges facing the central bank governors of the U.S. and India
Back-of-the-envelope analysis shows interesting observations on long term hard currency returns from relatively risky assets
A cautious view on developed markets’ potential equity returns as we see corporate stock buyback support reducing
Examining data closely shows that the China property market is not as bad as the market thinks
One of our learnings: always be suspicious of extreme forms of consensus in the markets
We explain why our hunt for returns is focused more towards Asia and Europe
Growth will be where structural reforms gain traction: Watch EM
We explain our belief in a high likelihood of the QE tapering trade losing momentum