Thursday, May 28, 2015
India Modi should reduce big governments
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The number one priority for PM Modi should be to reduce bureaucracy. Compare the situation to China where its president Xi Jinping had absol...
Wednesday, May 27, 2015
Best Central banker worldwide is Raghuram Rajan of India
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India is in the midst of change. One of the biggest successes India has had, compared to other nations, is that the stock markets have risen...
Tuesday, May 26, 2015
Now is a stock pickers market vs index investing
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My sense is that we had a very strong bull market last year and that the market is now essentially fully priced. Now, this does not mean tha...
Wednesday, May 20, 2015
Russia to stay with Eastern Ukraine
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The Russians will never give up Eastern Ukraine. It’s like the Chinese will not give up Hainan Island, you understand? It’s not going to hap...
Tuesday, May 19, 2015
Oil prices wont stay low for long
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Oil prices peaked out in July 2008 at around $147 a barrel and slipped to $32 a barrel in December 2008. For several years since then, they ...
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