Apr 22, 2015
Recent asset prices in Polish zloty crossed certain key thresholds. This has caught the attention of many analysts and made me focus back on of my favorite countries in Europe.
Apr 15, 2015
I have written to you a few times about India and how we have a great story of potential with the now-not-so-new Prime Minister, Narenda Modi. He has now been in office for 10 months and while we may not have seen all his magic yet, it certainly has been a great economic start.
Apr 8, 2015
I can just imagine the conversations behind closed doors of the government leaders of these banana republics.
Apr 1, 2015
Teflon Dollar. That name would be appropriate for the U.S. dollar these days. It can do nothing wrong. No matter what any says, or does not say, the U.S. dollar heads higher.
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.