China has been called the “savior” of the world’s economy as its massive $586 billion¬† Government Stimulus and Easy Money policies sustained over 10% GDP growth in 2009 even as the world GDP was contracting for the first time in recent history.However China’s huge stimulus has created problems of inflation and asset bubbles which threaten […]

The spectacular growth in Asian economies like China,South Korea,HK,Taiwan over the last two decades has raised millions from poverty to a middle class life.This has led to increasing education levels among the new generation of Asians.Parents have poured a large part of their earnings into children education which was seen as a ticket to a […]

Pakistan has been in the news for banning Facebook,Youtube and Twitter as pages from Facebook reportedly offended the sensibilities of the Islamic religion.Instead of just banning the access to a page,Pakistan authorities went overboard in banning all of the major Internet websites.Following Pakistan’s Internet WitchHunt,now it is the turn of Bangladesh to ban Facebook for […]

The Greek Contagion throws up bad news everyday.Not a day passes by it seems when the Markets and the Euro are rocked from the PIIGS.The Spanish Banking sector has been in the news lately with the “Cajas” being seized or merged together by the Spanish Central Bank.Spurred by the Greek funding problems , European countries […]

The recent sharp correction in the S&P and other US indices has been the biggest since the March 2009 Rally.The US and other Global Stock Markets have rallied between 70-100% on average along with other “risky assets” like Commodities,Junk Bonds,Emerging Market Currencies etc.However the Greek Contagion has led to a steep fall with S&P down […]

I had earlier written about Seven Reasons for Not Subscribing to the Standard Chartered IDR based on a high level analysis.Going through the massive 811 page Red Herring Prospectus has reinforced by earlier thesis –¬† that subscribing to the StanChart IDR is not a great idea .In my opinion it would be a very bad […]