As we continue our special coverage of India, it becomes important to ask the obvious. How are Indian companies doing? For that, we turn to the chief investment officer of SBI Mutual funds, Navneet Munot, CFA. Listen or read on … Read more
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The mission of a good investment analyst is to think about the impossible thoughts — or at least the ones that seem improbable to most. The job of a prudent portfolio manager is to anticipate problems in the face of … Read more
Leave a CommentToday’s most shared: Wall Street nervously awaits Volcker rule… Europe fines banks for benchmark fixing… SEC gives corporations a pass on disclosing political contributions… Are we in a new era of ‘great stagnation?’ … Inflation as insurance against shocks and … Read more
Leave a CommentOne cannot consider India without thinking about the massive impact that its language and culture have had abroad. Many common English words — among them, “thug”, “shampoo”, and “pundit”— have their origins in languages from the subcontinent. That’s not much … Read more
3 CommentsToday’s most shared: Investors change the channel from CNBC and cable financial news… Yuan trade finance rises… US banking business more concentrated as TBTF banks grow, small banks fail… Global housing bubbles… A hedge fund manager calls out the worst … Read more
Leave a CommentToday’s most shared: Holiday shopping off to slow start… Shiller utters the B-word… QE and deflation… These are the good old days… Bitcoin fever… Glamour-built on the free labor of highly educated interns. Shoppers Spent Less During Black Friday Weekend, … Read more
Leave a CommentToday’s most shared: Fed worries about secular stagnation… “I knew the Internet bubble. The Internet bubble was a friend of mine. Gentlemen, this is no Internet bubble.” … Interdealer chats under fire… Luck and fate… The fault lies not in … Read more
Leave a CommentOn 10 July 2013, the US Securities and Exchange Commission (SEC) voted 4–1 to lift a decades-old ban that has prevented hedge funds and private equity firms from marketing their investments to the general public. This move opens up billions of … Read more
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