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.
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.
India Unraveling: Stay Short Emerging Markets [View article]
2009 Economic Forecasts Ignore Demographic Shift [View article]
Can Central Bankers Prevent a Great Depression? [View article]
G-20’s Done: Time to Recheck Buy Signals [View article]
100% Yields on Ecuador Bonds: A Sign of the Times [View article]