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 institutions dominated by Europe and the United States. For now, this Read more…
India — Modi’s Budget Is Growth-Oriented and As Expected The release last week of the first budget from India’s new administration was about what investors expected. The Indian stock market had already run up substantially this year in anticipation of a likely victory by business-friendly Narendra Modi and his Bharatiya Read more…
India — Growth Ahead: a Plan for Inclusiveness Under the New Prime Minister A New Day: the Congress Party’s Ineffectual and Corrupt Leadership Is Out For At Least Five Years The new Indian Prime Minister, Narendra Modi of the Bharatiya Janata Party (BJP), is known for the economic growth that he brought Read more…
Investment Summary We remain bullish on U.S. stocks, and as we mention from time to time we remain bearish on the U.S. bond market. In our opinion, bonds have rolled over after a 30+ year bull market and we expect bond prices to continue to fall. Today, the differential between the U.S. Read more…
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