Our takeaways on sectors, government policy and investible ideas from meetings with corporates and market participants in India
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We look at context in earnings reports and seek investment opportunities resulting from the short-sightedness of the market
Riksbank’s experience of premature rate tightening: lessons for the U.S. Fed
A dispassionate look at macro charts: why we believe the Fed rate increase will be small and slow
Reiterating our medium-term macro thesis of low growth and low interest rates on which our portfolio construction process rests
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
Examining one of the conundrums of 2014 – falling risk free rates; our focus therefore remains on steady cash yielding businesses
A cautious view on developed markets’ potential equity returns as we see corporate stock buyback support reducing