Serious investment thinking that doesn’t take itself too seriously.
Our man in the desert looks across all asset classes to give his opinion on the market trends and stock picks.
As 2021 begins, the real estate world is starting to process and plan for the achievement of herd immunity in the United States – the moment when transmission of covid-19 cases ceases due to mass vaccination and acquired immunity. Whether that occurs in July or December is beside the point; after...
Market View – The tragedy, destiny and endgame of Abraaj Capital F. Scott Fitzgerald, the literary king of Jazz Age New York, and the author of the Great Gatsby, wrote “there...
There is absolutely no doubt that the next OPEC ministerial meeting in June will pit Saudi Arabia and its Gulf allies against Iraq, Iran and Venezuela, three founder members of...
After a stellar 28% return in 2017, the BSE Sensex (down 2%) and the NSE Nifty 50 indices in India been a disappointment in 2018 to date. The emerging markets convulsions in May...
Crude oil prices plunged by 7% in two sessions as Saudi Arabia and Russia confirmed that they would release 1 million barrels a day in the wet barrel markets. Speculative froth...
Five years after the 2013 “taper tantrum”, the world is on the brink of yet another emerging market meltdown whose twin epicenters are now Istanbul’s Bosphorus and the Argentine...
Market View – The Federal Reserve and the rise in inflation risk The dominant theme of 2018 has been a rise in the bellwether ten-year US Treasury note yield from 2.40% to 3%...
I had written an article titled “six reasons to be bullish Saudi equities in 2018, published in the KT on January 28. Yet I was surprised to see Saudi Arabian equities become the...
A dismal legacy of civil war, sanctions, insurgency, foreign invasion and terrorism has had a catastrophic impact on the Iraqi economy. Prime Minister Haider al-Abadi told the...
The Sensex and Nifty seem near a cyclical peak though the declines in Indian midcap/smallcap shares have been draconian. There is no doubt in my mind that, after a stellar 2017,...