Mar 25, 2015
It is impossible to know what is real any more.
Mar 18, 2015
What is the common denominator between Kaisa Group in China, Jaiprakash Power Ventures in India, dozens of sugar mills in Brazil and most companies in Russia and South Africa?
Mar 11, 2015
I would not argue the market, illogical as it might seem. I would continue to sell the euro and buy the dollar for now.
Mar 4, 2015
Over the weekend, India announced its budget for 2015-16. This was a much-awaited budget, as it was the first after the new Prime Minister, Narendra Modi, swept the nation in elections last year.
Feb 25, 2015
I am still in Europe this week. Towards the end of last week I got an opportunity to meet with the head of Research of the largest fund manager in Europe.
Feb 18, 2015
This week I am in Europe and have been closely following the popular news here along with keeping an eye on the currency markets.
Feb 11, 2015
By the time we go to print, we may be witnessing the first domino fall in the collapse of Greece.
Feb 4, 2015
January was one of the worst months as far as central banks are concerned.