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Olduvai III: Catacylsm
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No! Falling Crude Oil Prices Are Not Good For Emerging Markets Like India

No! Falling Crude Oil Prices Are Not Good For Emerging Markets Like India Indian media and Portfolio managers always like to spin a bullish story and the current bullishness stems from the collapse in oil price. After all, rising oil prices for a country which imports almost all of its oil requirement is bad for […]

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Liquidity Crisis Looms As Global Bond Curve Nears “The Rubicon” Level

Liquidity Crisis Looms As Global Bond Curve Nears “The Rubicon” Level The first half of 2018 was dominated by tighter global financial conditions amid the contraction in Global $-Liquidity, which resulted in the stronger US dollar weighing heavily on the performance of risks assets, particularly EM assets. GLOBAL BOND YIELDS ON THE MOVE AMID TIGHTER […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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