Financial Markets recovered partially from a sharp sell-off in the first quarter. Returns in the U.S. were positive, with the S&P 500 index rising by over 3% in the second...
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...
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,...
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Global equity markets retreated by some 8-15% in the third quarter, with the preponderance of the damage occurring during an eight-day span in mid-August. ...
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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...
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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