India - Deepening Gloom
The Indian economy is in deep downturn. Growth is likely to slow further in 3Q19. The corporate profit cycle is under pressure, meaning a private...
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India - From Down and Under
We were in India recently on a country research visit to talk to our contacts. The two questions on our mind (and we hope also Indian investors) ...
500 Views
Asian Resilience - Lies In Its Structural Strength
The recent data flow out of Asia has been weak whether it be Chinese industrial output, fixed investment or retail sales, Hong Kong tourist...
583 Views
India: Reaganesque Tax Cuts Will Spur a Strong Economic Recovery
FM Nirmala Sitharaman announced a dramatic reduction in the corporate tax rate to 22% (from 30%) for any company willing to forego all exemptions....
656 Views
Trade War Takes Its Toll
The strength of the dollar and the US-China trade war have taken their toll on the world economy The erosion in global US dollar purchasing power...
564 Views