India versus China: Reflections through an aeroplane window
Virgin Atlantic 301. I’m heading home. At Indira Ghandi Airport I purchased a copy of Peter Francopan’s The Silk Roads…
9 years ago
Economics & Markets
Mellon on the Markets
Last night, I went to the Hilton in Park Lane, London, to listen to an interview conducted by Jon (yes,…
9 years ago
Japan Adopts Negative Interest Rates
When I woke up today I was shocked by the news that the BOJ had cut its benchmark rate to…
9 years ago
Postcard from the Jaipur Literary Festival
Drat! Had I arrived but one day earlier I could have heard both the ubiquitous Stephen Fry and superstar French…
9 years ago
What can we expect from 2016?
As seen in the January edition of Master Investor Magazine. We’re now at the beginning of the year: a time…
9 years ago
Is now the time to buy European equities?
The ECB has kept its key rates and asset purchasing programme unchanged while Mario Draghi promised investors there’s more to…
9 years ago
Inequality: Causes and Solutions
The latest data published by Oxfam show a worrying increase in income inequality during just the last few years. Many…
9 years ago
Art Deco Economics
The Chancellor talked of a new, unwelcome economic cocktail the other week. His message was to warn us that the…
9 years ago
Portfolio Positioning for 2016
As seen in the January edition of Master Investor Magazine. “My global outlook for 2016 is for broadly steady but…
9 years ago
2016: The Year of Living Dangerously
As seen in the January edition of Master Investor Magazine. 2016, The Year of the Monkey, will be a capricious,…
9 years ago