We see good bottom-up opportunities but keep our risk management antennas up
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We see evidence of a possible turn in the tide in the Indian economy and the direction of the winds globally
A review of our best quarterly result since inception and takeaways from the CS conference
Pertinent points from our 2016 newsletters and our calls for 2017
View from our guest contributor: Expected rebound in global nominal GDP growth
Correcting general misperceptions of crude oil demand and supply
Our search for companies that would benefit from growth in China’s services industry even as manufacturing slows down
Looking at history to understand the impact on currency rates of U.S. Fed rate changes