Research & Insight

Having covered developed market equities for most of my professional life, when I joined Rexiter three years ago, I encountered a significant amount of scepticism among the ‘veterans’ (outside Rexiter’s team, of course) for my...

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...

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...

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...

Commodity price rises and inflation, natural disasters and ongoing fallout from the credit and liquidity crunch around the world may have been the preoccupation for many over the last month, however, South Korea has witnessed...