Insight
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Will Emerging Market Stocks Continue to Outperform?
MSCI Emerging Markets Index last month outperforming the MSCI World Index for the first time since January. Relatively attractive valuations,…
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What would Happen when Inflation Runs too Hot?
June 15-16 would be an important event of the month as the Fed meets. Fed officials have emphasized that they…
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Will Dollar Trend Lower?
Two months ago, the dollar was rallying, and touched its 200-day moving average, suggesting that it was ready to break…
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Is REIT a good hedge against inflation?
It is commonly asserted that REITs, or Real Estate Investment Trusts, are destined to underperform when interest rates rise. However,…
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What Happened to Stocks when Bonds flashed a huge Recession Signal?
Yield curve has been a reliable recession indicator in the past. The spread between the 3-month Treasury bill and the…
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Why Small Cap Carnage Matters?
Th sharp downside divergence between small and large cap performance, i.e. the small cap fall more than the large cap…
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US Debt – What really is the concerned?
US debt for the first time passed $22 trillion this week. President Barack Obama’s administration racked up nearly as much…
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Share buyback and its implications
Buying back stock is a cold-blooded financial maneuver that favors shareholders at the expense of all other stakeholders, including employees?…
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US 3- and 5- Year Treasury Yield Curve Inverted – Why Don’t Panic
For the first time in more than a decade, the US Treasury Yield Curve, the difference between 3- and 5-year…
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3 Factors Contributing Perfect Storm In Treasury
In his 2019 investment outlook, Hasenstab, CIO for the Templeton Global Macro Group, said that rate pressures will continue to…
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