Lend me your fears
I come not to praise Kwasi, but to bury him. This is an explainable, predictable but probably futile coup in the UK Tory Party, along with more King Canute from Bailey of the Bank. But in markets there is abundant […]
supply chains
INDIA : ‘OUTER CHINA ‘CROST THE BAY’?
Is India really rising? For much of last year India was the top major stock market, and remains the best on a twelve-month basis, the main index up +9%: not bad, we look at why. While less exotically the lags […]
REINSTATING REAL ECONOMICS – WISH YOU WERE HERE?
A return to the real world, where money has a time value is a great achievement. Inflation is after all transitory. At long last the most important of all price signals (interest rates) can break free, allowing for growth to […]