Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
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How to Trade the Massive Market Discrepancy That Has Developed During the 2016 Stock Market Rally
Despite the recent turmoil caused by the US Presidential election we have seen a substantial easing across a number of key downside risks to the...
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Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely
The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...
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Naspers: Creating Value in Online Travel in India with MakeMyTrip Deal.
A few days ago we wrote about Naspers Ltd (NPN SJ) crystallizing value with the sale of its Polish eCommerce business for $3.25bn. The ink was...
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What Does Output Tell Us About the Chinese Economy?
After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in...
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