Emerging Equity Indices: Changes Afoot
Emerging markets equity indices could undergo a radical facelift if FTSE and MSCI follow through with plans to boost exposure to Korea and/or Taiwan.
Research Publications Archive
TIPS Revisited
Yes, yields are low. But TIPS still have a few things going for them.
T-Bill Returns: What Can We Expect?
How long will cash continue to be trash?
Chinese Equities: Envisioning the Endgame
While the current party may end badly, their long-term prospects still look good.
Where has all the Money Gone?
Money supply growth has slowed to a trickle; what does this mean for equity markets?
U.K. Small-Cap Indices: Size Matters
A revealing comparison of the FTSE Small-Cap and the Hoare Govett Indices.
Emerging Markets Equities: More Room to Run
Despite their huge run-up, emerging markets equities still look good.
Rallies From Bear Market Lows
Rebounds from bear market lows are illusory and quick; trying to play such rallies is a fool’s errand.
Benign Inflationary Pressures in the U.K.
Although inflationary pressures appear tame at the moment, the optimal time to invest in inflation-hedging products is when they are out of favor and relatively inexpensive.
Indian Private Equity
This overview outlines the incentives and impediments to Indian private equity investing, and examines potential investments by stage and industry with particular emphasis on finance, telecom, and software services. Exhibits cover annual growth of the Indian private equity market, M&A and IPO activity, and recent Indian private equity investments, including company, industry, and disclosed cost….