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January 17, 2023
The world changed in 2020 with the first modern-day pandemic. Utility-like big tech led the way. Click here for my review of the markets and my portfolio.
July 23, 2022
Wereldhave is enjoying strong operational performance. See why I believe that residential gains should prove to be the main catalyst over the coming years.
July 9, 2022
Last month, when the Fed hiked 75 bp instead of the 50 it had signaled, Chair Powell cited the unexpectedly strong CPI and elevated University of Michigan consumer inflation expectations.
July 4, 2022
CVR Partners' unit price declined around one-third despite better fundamentals. I'm upgrading my rating on UAN to a strong buy. Read more to know why.
May 24, 2021
A Reserve Bank of India (RBI) study has advocated a mix of fiscal and monetary policies to mitigate economic downturn, saying demand side channel needs to be complemented with a conducive monetary transmission mechanism from the supply side. Referring to the 2009 crisis, the study by Development Research Group (DRG) on Risk Premium Shocks and Business Cycle Outcomes in India, said that at the micro-level, the interest rate spread, attributed to risk premium on loans, increased in response to ...