Monthly Archives: May 2009

By Pratish Narayanan and Janaki Krishnan – Reuters Maverick investor Rakesh Jhunjhunwala believes bold reforms such as opening up the country’s insurance and pensions to foreigners will be critical to quell concerns about the market being pricey and sustain a … Continue reading →

This world map shows a list of countries that are considered least affected by the global economic crisis. International Perspective: The countries perceived to be surviving the economic crisis the best, as voted by international businesspeople are: Rank Country 1st … Continue reading →

The recent equity market rally has caught a lot of people by surprise, whether they are investors, brokers, or seasoned fund managers. In fact, many have dismissed this rally as not sustainable, while reasoning why they weren’t able to catch … Continue reading →

There is now a long shelf of books about Warren Buffett, but this is the first time he has gone to any trouble to add to it. Reportedly Buffett now regrets his decision–he has apparently put some fresh distance between … Continue reading →

Analysts’ “buy” and “sell” tips have almost no effect on share prices, according to research that confounds long-held beliefs over the influence of stock-pickers and calls into question investors’ and banks’ need to pay for their services. The study will … Continue reading →

That’s where the other argument comes in—that although central banks have all been increasing liquidity, that is more than offset by the deleveraging that has gone on in the “shadow banking system”, and the closing down of the “credit factories” … Continue reading →

Seth Klarman Interview at Endowment Management Seminar of the TIFF Education Foundation, July 2008, is available here. (pdf) Excerpt: David. How often do you find mispriced talent? Seth. I would say we’re not really looking for mispriced talent. I’m happy … Continue reading →

Last Friday, a day before the election results were announced, Bloomberg reported that the hedge fund managed by HSBC Holdings Plc. asset manager Sanjiv Duggal had reduced its net India exposure to zero because of “uncertainty over election results”. Now … Continue reading →

It cannot be denied that the Great Depression of 1929 and the Wall Street crash that followed was perhaps the most humbling experience for investors at the time. Life was tough and there was no hope to clutch on to. … Continue reading →