Category Archives: India

COCOA Is The New Valentine

Perception might be that lovers everywhere have always enjoyed the confection of affection, chocolate. However, it has taken some time for many Asian countries to adopt the taste, but it seems now they have fallen in love.  The Singapore-based Cocoa Association of Asia said that in the fourth quarter of 2013 demand rose 10% from Asia including Malaysia, Singapore Read more […]

Chinese New Year: Element of Wood

In honor of the Chinese New Year, 2014 – Green Wood Horse (馬 午), CCTV interviewed me on lumber.  As for other commodities, The Year of The Horse should be prosperous for lumber, especially for China’s sawmill industry, enabling them to support their construction boom by importing whole logs and sawing them into lumber at a Read more […]

Olympic Metals: Going For The GOLD?!

In honor of the upcoming 2014 Winter Olympics in Sochi, I thought it would be a good time to discuss gold, silver and bronze that are the metals in the Olympic medals. Since copper is the main metal in the bronze alloy, we’ll use copper as the index metal. Let’s start with gold.  Recently, I Read more […]

Indian Fixed Income or Equities: Know your onions!

The fixed income market is quintessential for the growth of the economy. They serve as one of the mediums for the government to raise money. In India the fixed income market has been attaining the depth as well as maturity over the years and the government securities play a dominating role. The on-the-run 10 year Read more […]

Getting Grim For Gold Miners?

If you are worried that gold prices are falling, the prognosis could be much worse for gold miner stocks. Although many investors believe the performance of gold miners is just like the performance of gold, this is not quite the case.  If investors look at correlations alone to determine they are getting their gold exposure Read more […]

What Is The Golden Link Between $275,000, 750 Million AND -32.8%?

The hint in the title is GOLD and the answer is the year 1981.  In 1981, a Superbowl ad was $275,000, 750 MILLION people watched Prince Charles and Lady Di get married and GOLD lost 32.8%.  In 2013, the cost of a Superbowl ad was $4 million, Prince William and Kate Middleton welcomed Prince George, Read more […]

The Next Big Futures Market May Be OUT OF THIS WORLD or in CHINA

In my post about globalizing futures, technology and logistics were highlighted as key factors to expand local commodities into a global commodities.  What I failed to mention is that these same keys may unlock potential futures markets growth beyond Earth.  That may seem extraordinary but the potential is real since according to this article on Read more […]

Passively Active: A Passage to India

Globally, over 6 billion U.S. dollars are invested in India Equity ETFs, although less than 200 million via products listed in India.  It’s reasonable to suppose that Indian demand is reflected in the local figures, transferring wealth across Indian borders is both difficult and expensive.  Thus, on the face of it, these figures suggest general Read more […]

Money Grows on THESE Trees

My parents used to tell me that money doesn’t grow on trees, but they didn’t know about the Eucalyptus trees in Australia like the one shown below. The science journal, Nature Communications, reported Eucalyptus trees in western and southern Australia absorb gold through their roots and transport it up all the way through their leaves. Read more […]

Right Beta equals Right Alpha

In India, over the past few months, investors have seen their investments erode in value. All asset classes are highly correlated and a simple debt plus equity diversification does not help either with the returns or with lowering volatility. In this scenario, Index based investing as a part of larger asset allocation strategy is now Read more […]