BRICS Summit in China Promotes an Irrelevant and Ineffective Global Grouping - Riedel on CNBC
The concept of Brazil, Russia, India, China and South Africa have enough in common to justify a grouping of such disparate countries, economies and...
381 Views
India: The Eye of the Beholder
Some people tend to view 'the glass' as half full; others as half empty. A further alternative is that the glass is simply twice as large as it...
215 Views
Recent Riedel Interview Highlights Opportunities in Emerging Markets - Especially Asia
More Upside Expected in Global Emerging Markets - Market strength set to continue for 2H17Focus on India - Good Longer-term Opportunity as...
173 Views
Is GST Turning Inflationary for India: An Analysis of the July CPI Spike?
Inflation rate as measured by CPI jumped to 2.4% y-o-y for the month of July (from 1.5% y-o-y in June) against market expectation of 1.9%. July was...
242 Views
India: Trim Positions in an Overvalued Market Compounded by RBI Policy Error
We recommend that investors reduce India to Underweight in their portfolios, as the market has become very expensive. The trailing P/E ratio (of...
238 Views