India

October 06, 2016

/ /
Posted By
/
Comment0
/
Categories,
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...
Read More →

September 22, 2016

/ /
Posted By
/
Comment0
/
Categories,
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...
Read More →

August 12, 2016

/ /
Posted By
/
Comment0
/
Categories, , ,
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...
Read More →

July 03, 2015

/ /
Posted By
/
Comment0
/
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...
Read More →

March 09, 2015

/ /
Posted By
/
Comment0
/
Categories, ,
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...
Read More →

March 2, 2015

/ /
Posted By
/
Comment0
/
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...
Read More →

February 23, 2015

/ /
Posted By
/
Comment0
/
Categories,
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...
Read More →

February 16, 2015

/ /
Posted By
/
Comment0
/
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...
Read More →

January 19, 2015

/ /
Posted By
/
Comment0
/
Executive Summary 1. Investment themes for 2015. Low inflation, an improving employment picture, rising real disposable income, accelerating GDP growth, and a dovish Fed all continue to make a strong case for U.S. stocks in 2015. We favor companies with...
Read More →

August 15, 2014

/ /
Posted By
/
Comment0
/
New BRICS Institutions Highlight the Changing Global Financial Order Leaders of the BRICS nations — Brazil, Russia, India, China, and South Africa — have taken a decisive step to increase their clout in global finance and reduce their dependence on financial...
Read More →
Privacy PolicySEC Filing / ADVLegal Notice/DisclaimerPolicy for Global Market Commentary Subscribers