April 2017

Emerging Markets Look Good: An Update

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Emerging Markets Look Good: An Update   We wrote last week on the potential for emerging markets to regain their mojo after years of relative underperformance.  During the week, positive data have continued to come in.  Some data points: South...
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Market Summary

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Market Summary   In the last few weeks, U.S. and world equity markets have exhibited the greatest period of weakness since January because of concerns that President Trump’s tax cuts and infrastructure spending will be delayed or abandoned — and...
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India Makes Progress Under Modi’s Steady Hand

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India Makes Progress Under Modi’s Steady Hand Back in September, we gave readers a rundown of the big digital strategy of India’s Prime Minister, Narendra Modi — an effort which will be critical in the unleashing of Indian economic growth...
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Elon Musk On Our New Robot Overlords: If You Can’t Beat ‘Em, Join ‘Em

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Elon Musk On Our New Robot Overlords:  If You Can’t Beat ‘Em, Join ‘Em Elon Musk is a larger-than-life titan of industry — the modern equivalent of Gilded Age figures such as Carnegie, Vanderbilt, and Rockefeller.  The style may have...
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