Government and private sector share buybacks in India: returning cash to shareholders and enhancing their returns
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Executing share buy backs to create enhanced shareholder value
A look at the tax amnesty scheme and an opportunity in commodities
How countries, industries and companies are dealing with and learning to live with deflation
Our reasons to temper bearishness on commodities and to be prepared for a key market turn
Upbeat view on India’s ability to create value over the coming decade
Examining data closely shows that the China property market is not as bad as the market thinks
Inorganic growth is a notable source of total expected returns from our equity portfolio
Tapering buybacks would reduce misallocation of cash and move value to companies that depend on organic growth to deliver returns