How to play India’s banks as interest rates rise
If you plot a chart of the S&P BSE Sensex and the Bankex, an index that tracks the banking sector stocks, you will find a linear correlation for most of…
China’s cup of Woes continues to overflow
Terms like ‘Tsunamis’, ‘pandemics’ and ‘contagions’ have become a regular feature in Asia over the past few decades. According to estimates thrown around, the Chinese real estate developer ‘Evergrande’ owes…
Will China’s Real Estate bubble ever POP? The Evergrande saga!
The main protagonist of this story is Evergrande, a systematically important real estate developer of China. Many of us would not have heard of this company in our part of…