I find the hypothesis difficult to digest that all markets will remain coupled for all times to come. I have always maintained that decoupling plays out over a longer time frame and in the short run d...Read More
Writing after a long time now mainly because I was unwell for some time and then went out for a holiday to Hong Kong and China. I think markets behaved just fine when I was out and helped me have a st...Read More
The recent episodes of wage inflation in China are very interesting in the perspective of the fact that China is today the factory of the world and the control of inflation in most parts of the Wester...Read More
The talk of an increase in retail fuel prices has gained ground over the last few days and todays EGOM meeting is likely to affect the changes. Although the increase in fuel prices is taken as a refor...Read More
Over the last few days this has been the question which I have been asked the most and a vast majority of market participants seem to believe that there is no trigger for the markets to move up from w...Read More