Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
215 Views
Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
299 Views
Bank Credit Growth: Wrong Diagnosis ?
There are high hopes that Urjit Patel, the new RBI governor will attempt to revive bank lending, and thereby stimulate capital investment in the...
559 Views
While Trump Victory May Increase Volatility, There Are Some Long-Term Positives for Financials
Donald Trump's unexpected presidential victory in the U.S. has certainly surprised the global financial markets, and we expect a fair amount of...
225 Views
Against [Official] Odds It's a Trump USA Now
It is not official yet. But against many odds it looks like Trump has taken it. Â There are many implications we need to act on in our portfolios....
338 Views