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Wednesday, August 15, 2018
Fortnightly Macro Economic Dashboard Q2 hedge fund letters, conference, scoops etc Some Key observations Indian economy is doing well on account of consumer spending as reflected in credit growth which is still skewed towards retail credit. The Govt expenditure surprisingly […]
We are in the most exciting part of a generational cycle for markets where the country having reserve currency status (US) is now trying to absolve itself of the responsibilities which comes with reserve currency. Q2 hedge fund letters, conference, […]
Artificial Intelligence has seemingly been working its way into all walks of life and the construction sector is no different. It’s becoming more and more prominent and delving into AI in construction, it’s clear to see how this new technology […]
Who owns the UK? This question once upon a time was an easy answer – royals and nobility. But in more recent times property investments has opened up to many, with charity and foreign businesses taking a piece of the […]
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The mobile application is not an option anymore. It’s a requirement. Nowadays it is necessary for most of the online businesses like e-commerce, and sports portals so tech companies are making their website mobile-friendly and developing mobile applications to boost […]
1.Google trends throws one more interesting trend. The search for “Insurance” reach five year low which is a matter of concern more so when penetration levels are still quite low. Q2 hedge fund letters, conference, scoops etc 2. For the […]
Please see below a fact-sheet containing statistics on activist investments from January to July 2018 (click on the image itself for a clearer view). Q2 hedge fund letters, conference, scoops etc The below data points are global in nature unless otherwise […]
1. In an inflationary environment … do NOT expect bonds to act as a hedge to lower equities ( very evident today). As the correlation between prices moves positive modern portfolio theory i.e. long “a diversified pool of assets” will […]
Less than half of Americans think they’ll ever need long-term care (i.e. nursing home, assisted living facility), but in reality, 70% will end up there. Q2 hedge fund letters, conference, scoops etc We looked past retirement and asked 2,000 Americans […]
1. It’s time for schools to teach Python, not Java, as their main intro to computer science. Along with being easier to learn and *actually* able to run anywhere on anything (like Basic back in the day), it’s the dominant […]
