Market Overview

1. Since the US economy appears to have contracted (-0.5%/-0.8%) in the first quarter, how is it doing now, in Q2 which is half over this week?Last week we learned that after a simply dismal March...

Morning View:Good morning from another sunny Monday morning at our Sydney office! No big gaps across the markets this morning as a relatively newsless weekend wraps itself up.NFP Friday:The big news...

Two of John C. Bogle’s books on investing have now been designated classics. They have been added to the Wiley Investing Classics series, joining such titles as Lombard Street, The Go-Go Years,...

The lubricant for economic growth in consumer economies has been credit. My position is that credit cannot grow forever at a rate faster than economic growth as it will constrain the future GDP growth...

I loved being with my grandmother. She was a stern lady, truly stubborn at times, but a caring, very happy and self-assured woman who seemed to enjoy every day of her life. Back in 1910, by some kind...

Many might be still wondering and trying to figure out the logical reason for strong selloff in Indian equity markets over the past few weeks. The intensity of the down move has been increasing and...

The current bull run in Chinese equities underscores the conundrum of China for investors: the Chinese stock market is still basically a creature of psychology. The “fundamentals” of the...

Everything flows and nothing abides, everything gives way and nothing stays fixed. Heraclitus'Go with the flow.' 'Deal with it.' 'It is what it is.' These kinds of vague philosophical exhortations...

There was a slew of talk and predictions over the last few days that were to serve warning over equity market players, but what transpired as another up week with another very strong day on a Friday,...

The last two weeks saw the release of important economic data in the US: an estimate of real GDP growth for the first quarter of 2015; international trade data which are important in predicting...

As a general rule, the most successful man in life is the man who has the best information “Everyone dreamed of the day when they would be the one to strike it rich, but what does it mean to...

Another 223,000 was added to US employment in April and the unemployment rate declined one notch to 5.4% . The net revision to March and February was -39,000. This leaves three-month average monthly...

Market movers ahead The focus remains on Greece ahead of the euro group meeting on Monday. We continue to see the summer crunch time as the real deadline. We forecast GDP growth in the euro area of...

The Conservative Party is the big winner of the UK election. In contrast to all pre-election predictions, the Tories have won an absolute majority in parliament and will form the government for the...