India

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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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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October 06, 2016

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Healthcare and Global Demand Growth Around the world, rising living standards are driving global demand growth for goods and services.  We have often written about the rise of new global middle classes as linchpins of this growth – particularly the...
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September 22, 2016

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India’s Masses Get Ready for the Digital Revolution As global investors, we try to position ourselves in front of powerful secular trends — social, economic, and technological changes powerful enough to transform the societies in which they occur and reward...
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August 12, 2016

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Market Summary The U.S. stock market is moving sideways and slowly upward.  World markets vary.  Our favorites — Brazil and India — are doing well, while some other countries stumble.  Gold and silver remain positive.  Use dips to add to...
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July 03, 2015

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Volatility Flash Points May Give Buying Opportunities Greece Greece is a country of about 11 million people and not really that significant in terms of its economic activity. Yet the shenanigans of the Greek politicians, the chronic tax avoidance by...
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March 09, 2015

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New Leaders Are Taking the Growth Baton National Growth Rates Are Shifting As we all know, for the last decade China has been the most impressive grower of the major nations. It is now the world’s second-largest economy. India has...
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March 2, 2015

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Five Bull Markets Around the World — Thanks To Central Banks The U.S. — We’re BullishThe U.S. does not have a QE program at all now, but the U.S. stock and bond markets are getting support from the dovishness of the...
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February 23, 2015

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India and China: India Ascendant The Chinese market is cheap, but economic growth will continue to slow, since China has become too big to grow as rapidly as it did for the first two decades after its reforms. India may be...
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February 16, 2015

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The Currency War Is On — What Does It Mean For Your Portfolio? Many world currencies are being devalued, and it is the beginning of a potential currency war. This, more than any other current or historical event, gives us...
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