The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the worldâs cement but only commands 16% of the...
321 Views
Deja Vu - They Are Throwing in the Towel
Readers of Smartkarma will remember our piece lamenting how PE was partly to be blamed for the pain in dry bulk shipping. We questioned the wisdom...
305 Views
Investing in Drones
From retail deliveries to agriculture, drones have pervaded our day to day lives in a manner never envisaged before. Reserved only for the military...
348 Views
Governance, Valuations and the Crisis of State Capitalism
In Januaryâs âGovernment and Marketsâ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
262 Views
Are We Moving from Industrial Crisis to Financial Crisis? (2008 Being a Property to Financial Move)
Is Gold breaking out?We are coming close to KISS moving average indicators suggesting some further critical breakdowns in equities relative to...
399 Views