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Research & Insight
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...
Category: Equity
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...
Category: Equity
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...
Category: Equity
