Emerging markets vulnerability – Short term debt
Mar 13, 2015 08:56 am UTC| Insights & Views
This is continuation to previous posts of emerging market vulnerability. It was explored companies across the emerging market issued dollar denominated debt since 2010 to explore the low interest rate cost and carry...
Mar 13, 2015 08:15 am UTC| Insights & Views
Much has been said about soft spots and weakness in emerging market. Lets look at the hard facts. Investors taken out $ 2.4 billion out of emerging markets in the week till March 11 in Asia according to global funds...
Guide to today’s important data and events
Mar 13, 2015 07:28 am UTC| Insights & Views
Today event risks are moderate across board. Focus is on employment report from Canada. Data released so far - Japan - Industrial production improved in January by 3.7% mom however deteriorated by -2.8% on yearly...
Indian Parliament clears insurance hurdle
Mar 12, 2015 17:01 pm UTC| Insights & Views
In 2014, people of India gave a clear mandate of reforms and put a full majority government in power after 30 years of coalition and the government so far failed to push through any potential reform as it lacks majority in...
Mar 12, 2015 16:28 pm UTC| Insights & Views
Sellers continue to appear at rallies in energy segment. Weekly performance at a glance in chart table - Oil (WTI) - WTI failed to gain traction over weaker dollar as selling pressure reappeared at rallies and may lose...
Commodities snapshot (precious & industrial)
Mar 12, 2015 16:24 pm UTC| Insights & Views
Metals performance remained mixed. Performance this week at a glance in chart table - Gold - Gold failed to gain on weaker dollar as sellers continue to appear at rallies. Gold reached initial target of $1150/troy...
Mar 12, 2015 15:55 pm UTC| Insights & Views
Equities are having a volatile week so far and todays performance is mixed across board. Performance this week at a glance in chart table - SP 500 - US benchmark has taken support at key level and squared off some of...
Johannesburg in a time of darkness: Ivan Vladislavić’s new memoir reminds us of the city’s fragility
Economist Chris Richardson on an ‘ugly’ inflation result and the coming budget
How the Mandela myth helped win the battle for democracy in South Africa
IceCube researchers detect a rare type of energetic neutrino sent from powerful astronomical objects