China has recently been in the news over Internet Espionage on defense and sensitive installations in India and USA. This has led to the high profile exit of Google from China.Recently a Canadian research organization revealed/allegedĀ  how Chinese govt backed hackers had broken into Indian embassy and government computers.This has made the Indian government wary […]

Recent newsflow from China suggest that the country’s real estate market is poised for a sharp slowdown and the heavily controlled financial sector is sitting on huge piles of NPAs which are as yet undeclared.While I don’t think a crash will happen in China , I feel more certain that the stellar growth in China […]

One of my pet theories is that they we see a lot of distortions and oppurtunities for arbitrage is because labor is not globalized while capital and trade are . When capital and goods/services with some restrictions can move freely around the globe , there are innumerable restrictions on movement of labor leading to outsourcing. […]

As I was writing in my previous postsĀ  Market Refuses to Fall Despite Increasing Greek and Chinese Problems , it was strange that the equity markets were’nt taking notice of the huge problems with the Greek debt and the associated domino effects. With the S&P downgrade of Greece to junk status and the Greek market […]