How to Trade the Massive Market Discrepancy That Has Developed During the 2016 Stock Market Rally
Despite the recent turmoil caused by the US Presidential election we have seen a substantial easing across a number of key downside risks to the...
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Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely
The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...
424 Views
Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
Iāve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
229 Views
What Does Output Tell Us About the Chinese Economy?
After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in...
243 Views
Consumer Staples Offered Investor Returns Amid Lower Growth Outlooks
Ā Ā Ā Ā§Ā The Consumer Staples Sector is made up of businesses less sensitive to economic cycles. In comparison, the performance of businesses...
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