While Bollywood Cashes Out, Reliance Doubles Down on Cinema!
​Reliance Industries highlights Jio Studios as a key strategic pillar in its consumer empire, bucking the trend of peers selling equity stakes.
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The Market Sentimentalist - New-FANG-Led Technology
Summary “There is a time to smile, a time to cry, A time to live, a time to die, A time to sell and a time to buy” Our thoughts on technology...
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US Equity Market Looking Increasingly Expensive
If you were simply to take the overall US stock market behaviour since the start of the year, you would have reason for mild contentment. The...
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Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
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