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| 08-10-2009 | Stock Market |
While most feel the world is a safer place now that the financial crisis has been tackled, Sunil Kewalramani lists ten future bubbles in the making. One year after the world’s brush with economic catastrophe, there’s a lot to learn from bubbles that caused the financial chaos. And what does this tell us of what’s next on the rada... More »Ocean of bubbles |
| 30-03-2009 | Stock Market |
While the US has been steadily regaining its share of global market capitalisation over the last year or so, the BRIC countries have lost ground, says Sunil Kewalramani. The BRICs model, developed by Goldman Sachs in “Dreaming with BRICs : The path to 2050”, at the start of the century became synonymous with economic growth, opportunit... More »Is BRICs just a great marketing acronym |
| 28-02-2009 | Commodities |
The stock-market panic is not the only reason for rising investment demand. Gold is exhibiting all the classic signs of being in a structural bull market. In the past year, we've seen gold go up on fears of inflation, then it rose on fears of deflation. The woes of the banking industry certainly appear to be aiding gold. In a bizarre twist, cen... More »Is gold in a structural bull market? |
| 21-02-2009 | Stock Market |
The sharp rise in the Baltic Dry Index does not signal an economic recovery. Both the Shanghai Composite and the Baltic Dry Index (BDI) have been on the rampage of late. When the ‘decoupling’ bugle was heard the loudest, measuring the cost of space on dry-bulk ships and the price of shares in the Chinese domestic market attracted the mo... More »False dawn for the shipping industry |
| 07-02-2009 | Stock Market |
The chances of corporate default are higher than in even the Great Depression. Increasing bond yields for companies, while the yields on government securities are falling, seem to indicate rising probability of corporate defaults in 2009. Moody’s, the credit rating agency, has forecast a ‘severe recession’ in 2009, with high-yield... More »A bad year for companies |
| 24-01-2009 | Stock Market |
A sharp rise in sovereign spreads suggests this could be an alarming possibility.On January 9, Standard & Poor’s announced that Greece, Spain andIreland were on review for a possible downgrade, indicating that aEurozone country could default. If financial crises have taught us onething, it is to take such “black swan possibilities&#... More »Will 2009 be the year of sovereign defaults? |
| 22-12-2008 | Stock Market |
Given Japan’s reverse yield gap, is it safe to assume its malaise of deflation and low economic growth has been exported to the western world.The gap between bond and equity yields is becoming a critical issue in the world financial markets. According to this valuation model, popularly known as the “Fed model,” in equilibrium the ... More »The 'reversing yields' conundrum |
| 27-07-2008 | Stock Market |
After being seen as white knights for sick banks, SWFs are now even assisting in the acquisition of rival companies.In a spectacular move, a Kuwaiti sovereign wealth fund and Warren Buffet’s Berkshire Hathaway have joined hands to assist Dow Chemical’s acquisition of rival chemicals maker Rohm and Haas for $15.29 Billion. Until now, sov... More »Changing nature of SWFs |
