There is never only one cockroach https://www.zerohedge.com/news/2018-09-21/volatility-erupts-india-rocked-biggest-market-plunge-4-yearsRead More...
Lewis Johnson writes…Our experience has been the silver/gold ratio is one of the most sensitive leading indicators of liquidity. We believe that a fundamental reality lies behind this relationship. Both gold and silver are precious metals. The nature of the… Continue Reading
Alex at Macro-ops believe that China, and EM in general, is set to be a dead money trade and massive value trap for the remainder of this cycle. He concludesEM’s structural growth limitations can be boiled down to the following:… Continue Reading
‘The price offered by Chinese vendors is usually 40-50% lower compared to what local suppliers offer, which renders irrelevant the 20% purchase preference advantage stipulated for the latter under the Make in India scheme.’ Noor Mohammad writes …..Suppliers, who have… Continue Reading