No Comments Posted on 30 July 2008

Backed by landslide victories in two elections – Presidential in December ’07 and National Assembly in April ’08 – the so called MBnomics (initiated by the President, Lee Myung-Bak) was born. It seems to have been greatly...

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Category: Equity

No Comments Posted on 30 July 2008

The passing of the trust vote on 22nd July marks a watershed moment in Indian politics. The significance of it can be easily lost in the heaving of relief at the UPA coalition’s victory. The fact that the Sensex benchmark rallied...

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Category: Equity

No Comments Posted on 10 July 2008

This was the title of an email pinging into my inbox, inviting me to a hedge fund conference on Brazil, complete with the usual clichés of the country. I couldn’t resist the temptation to borrow it. To this observer, it feels...

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Category: Equity