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Investment ideas
27/01/2012
India expected to grow to near US’s size
Current equity valuations offer attractive entry points
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26/01/2012
Buy Write presents an attractive mix in current markets
A blend of equity exposure and a cushion for ‘rainy days’
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19/01/2012
Covered bonds: onward and upward
Haven status seen remaining key support
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02/01/2012
Defensive US market is 2011 winner
US small caps now overweight versus large caps
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Insights on market events
06/05/2013
Indian central bank cuts key rate, signals move could be last
Current account deficit financing now in focus
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16/04/2013
Indian inflation at lowest since Nov 2009
Chances of central bank rate cuts boosted
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18/03/2013
Cyprus bailout plan rattles markets
Depositor levy causes contagion ripples.
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06/03/2013
Indian budget – steps in the right direction
Slippage is a risk ahead of 2014 elections
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Insights and
Publications
Perspectives (e-mag)
Out now: the April issue
Author
Emerging market corporate debt: a bright spot
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SRI News (e-mag)
Out now: the winter edition
17/12/2012
Author
Roundtable: urging companies to become good citizens
More
