Value Versus Momentum: If the Shift Underway Holds, Bank Shares May Do Well.
There is a great deal of maybe premature debate about "Value" suddenly trumping "Momentum" after years of underperformance. Similarly, there is a...
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Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
930 Views
India Banks – The Roadmap Ahead
With the Reserve Bank of India (RBI) now effectively run by the government, there are likely to be discernable red flags ahead. We must expect that...
704 Views
Spoke in the Merry-Go-Round?
On July 27, 2017, the Reserve Bank of India (RBI), the banking regulator, probably responding to the significant underreporting of non-performing...
811 Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4.2k Views