Category: Global Finance

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for...

In my last post, I used Facebook's recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the...

As we get deeper into earnings season for the third quarter of 2022, the biggest negative surprises are coming from technology companies, with the tech...

It is never pleasant to be in the midst of a market correction, but a market correction does operate as a cleanser for excesses that...

In my early 2021 posts on inflation, I argued that while the higher inflation that we were just starting to see could be explained by...

On July 21, 2021, I valued Zomato just ahead of its initial public offering at about ₹41 per share. The market clearly had a very different...

It has been my practice for the last two decades to take a detailed look at how risk varies across countries,  once at the start...

As inflation has taken center stage, markets have gone into retreat globally, and across asset classes. In 2022, as bond rates have risen, stock prices...

In my last post, I discussed how inflation's return has changed the calculus for investors, looking at how inflation affects returns on different asset classes,...