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...
International markets remain attractive despite strong year to date performance.
ROOM TO RECOVER
Many Int’l markets have yet to fully rebound from their 2007 highs...
In the classic board game Monopoly, players must get very lucky or outwit unsuspecting opponents into bad trades to piece together enough real estate to form a monopoly. Upon reaching one,...
Going back to the early 2000s, there were no incidences of companies exceeding the $300B market cap range in the U.S. or abroad and sustaining such a significant valuation outside of brief...
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,...
Britain’s historic vote to leave the European Union has resulted in a vicious shockwave that is rippling through the global financial markets. Given the near-unanimous expectation for...
Ever since taking office in 2012, Japan Prime Minister Shinzo Abe has been on a mission to improve Japan’s economy. Abe moved quickly to launch an aggressive and unconventional economic...
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