markets

  • We live in a complex and ever changing financial environment where the role and behaviour of the financial markets as well as its participants is under constant scrutiny like never before. And while the worst of the CRISIS is now behind us a post-crisis world economy is still struggling with a weak growth prospect. Although

    Read more →

  • EUROPE in Rehab

    Committing to and carrying out real structural reforms, managing citizens expectations, finding ways to grow the economy while keeping the spending on track is a BIG ask but it has been done before in Europe and it looks like this is what the policy makers in Germany want from their southern European partners. The question

    Read more →

  • As a key asset infrastructure is one of the most important driving force of an economy and has a direct impact on the overall growth and development story of the country. Infrastructure assets support a wide range of systems in both public and private sectors without which the industrial society of today simply won’t function

    Read more →

  • In the last 48 hours markets across the world have nose-dived and to some it may feel like Déjà vu. Financial crisis all over again and this is an expected market reaction. While the markets are in panic mode I think it is important to look at the bigger picture to get some rationality. The

    Read more →

  • A friend of mine once told me Positive Attitude is the MANTRA for success.  Now some may say being positive is good but one has to be a REALIST too. Isn’t that just COMMON SENSE or maybe not. I believe human psychology plays a very important part in whatever we do as humans. And I

    Read more →

  • Although the economists still can’t agree on the real quantative  impact of various stimulus packages that were adopted by economies from around the world  but one cannot dispute the fact that the size of the stimulus did matter and did  work in most cases. To investigate this further let us look at the various stimulus

    Read more →

  • I am beginning to think that the lack common sense is what got all us into this Mega Mess. The problem is that common sense is still missing and I wonder why? The markets are rallying and it’s good but shouldn’t we do a reality check before we get too carried away? I mean the

    Read more →

  • To get the “Patient “ i.e. the economy out of intensive care the government in the US has now embarked upon addressing the three BIG issues which it believes are at the forefront of fixing the economy. So what are these three BIG issues? The downturn in the economy, a very sick financial sector and

    Read more →

  • All the talk about Recession and now DEPRESSION can make anyone nervous. Wall Street “ Pros “are making predictions, and in doing so, creating more chaos. Let’s look at the current rallies. One wonders, is this a sustainable rally or a one off, I want to feel good bear market rally. We are seeing markets

    Read more →

  • The markets seem to be questioning the government’s ability to find a workable solution to this current turmoil in other words government’s ability to find a FIX. And this is becoming increasingly evident by the way markets have reacted in the past few weeks. Although one might say that the market itself is INEFFICIENT by

    Read more →