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  • India Unraveling: Stay Short Emerging Markets [View article]
    I salute Rakesk for not only giving logical well researched view but acting on it [short EEM]. There is now a flood of bullish calls for a turn around in 2009 [in SA, everywhere you look] -- on balance I place more weight on Rakesh's opinions unless the markets show otherwise.
    Jan 01 09:24 am |Rating: +2 -1 |Link to Comment
  • 2009 Economic Forecasts Ignore Demographic Shift [View article]
    I am afraid Steven is not far off with a minus 5% gdp forecast for 2009. I would go for a little less than 5% may minus 3%.
    Dec 29 08:01 am |Rating: +2 -3 |Link to Comment
  • Can Central Bankers Prevent a Great Depression? [View article]
    We are not out of the wood yet. The analysis in this article does not clearly state if depression can be avoided.
    Nov 19 07:55 am |Rating: 0 -1 |Link to Comment
  • G-20’s Done: Time to Recheck Buy Signals [View article]
    Another realistic and insightful article by Rakesh. More and more buy calls have been made on the basis that because things are bad, therefore it can only get better. This article puts things in perspective.
    Nov 16 08:19 am |Rating: 0 0 |Link to Comment
  • 100% Yields on Ecuador Bonds: A Sign of the Times [View article]
    An insightful and revealing article. More evidence that the world economy is not well and far from recovering.
    Nov 16 07:18 am |Rating: 0 0 |Link to Comment
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