Munish, where did your recent travels take you?
I spent a week in Tokyo attending the Mizuho Japanese Equity conference and another week in Hong Kong attending the CLSA...
Q - You seem agitated by the ultra low bond yields. Maybe you need to make a mental adjustment?
A – Yes. Whether global yields are hovering close to zero due to secular stagnation,...
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The Waiting Game
Financial market returns were quiet in the second quarter, seemingly waiting for some kind of definitive signal that never arrived. The...
After nearly two years of negotiations, the P5 +1 (China, France, Germany, Russia, the United Kingdom and the United States) and Iran have reached a nuclear deal. The key points to the...
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