POSTS

2024


2024  Playbook
February 2024


2023


Next 3 years belong to India
July 2023


Two Bubbles in One Currency
June 2023


The Scene of Crime
May 2023


China is Cheaper, India is Clearer
May 2023


Height of Clouds, Depth of Mines
May 2023


Real Estate is the Real Bargain
January 2023


2022


Till until Still
July 2022


A Tide is Turning
About:  cloud and ground
January 2021


2021


Second Bite of the Coin
About:  bitcoin
November 2021


The Best Quarter of 2021
About:  different players, same spot
October 2021


Three Cleanest Buys
About: clean & clear
June 2021


Bite This Coin
About: tail & head
May 2021


The Trade That Fits All
About: when value is good for growth
May 2021


Silver Lining Turning Forth
About: two brothers
April 2021


Now Is The Time For Bitcoin
About: Amazon & Bitcoin
February 2021


How Strong The Singapore Dollar Can Get
About: Sing dollar & cycles
January 2021


2020


Does Gold Still Shine?
About: gold & cycles
December 2020


How High Can This Market Go
About: peaks & paths
August 2020


Is this market sell-off done? Part 3
About: reversal & containment
June 2020


Is this market sell-off done? Part 2
About: trends & breaks
March 2020


Is this market sell-off done?
About: probabilities & paths
March 2020


Let's meet there
About: hounds & mounds
February 2020


2019


Is Emerging Cheaper than Developed?
About: super & normal
November 2019


A Dive on the Deep Side
About: surfing & diving
October 2019


Conventional Wisdom
About: bonds & traditions
September 2019


Dissolve. Not solve.
About: questions & solutions
July 2019


Should Investors care about the Economy?
About: economy & stock market
May 2019


Why this is not a Tech Bubble
About: sales & stock price
April 2019


Why Stay Bullish on the US
About: real growth & real rates
February 2019


Seeing is Believing
About: colours & surprises
January 2019


2018


Madiba's Meow
About: worlds & cats
October 2018


Good Old Ways
About: memory & change
August 2018


Stars Around Our Fingers
About: stars & magic
May 2018


2017


The Art of Us, the Science of Ours
About: genes & choice
July 2017


Code's Own Country
About: computers & reality
March 2017


2016


Einstein's Thousand Rupee Note
About: money & time
December 2016


Playing Games
About: innovation & future
August 2016


Virtual Reality
About: growth & perception
May 2016


Who Pays to Save Us
About: earth & us
March 2016


The Strength of Being
About: disease & being
February 2016


2015


Why Violence Doesn't Work
About: violence & reserves
December 2015


Whose Money can I Trust
About: money & trust
November 2015


What Blinds Love
About: fear & greed
October 2015


The Backbenchers
About: technology & access
September 2015


Pin that Pricks
About: inflation & growth
March 2015


Reaching for the Heavens
About: debt & central banks
February 2015


2014


Old Boys' Club
About: oil & race
December 2014


Fingers Crossed
About: QE & DLF
November 2014


Free Lunch
About: China & reserves
September 2014


Age of Smart
About: technology & deflation
July 2014


No Room for Error
About: Sahara & money markets
March 2014


2013


One for the Road
About: OGX & emerging markets
November 2013


Chasing Shadows
About: NSEL & shadow banking
October 2013


The Long Cycle
About: potash & cycles
August 2013


Rupee Hits Record Low; Should it Surprise Us
About: inflation & deficits
June 2013


Paradox of Saving
About: money & demand
April 2013


2009


Investor protection effects on corporate liquidity and the cost of capital

Applied Economics Letters, Vol. 16, Issue 8, 819-826, 2009


Publications citing the above paper:

The joint effect of investor protection, IFRS and earnings quality on cost of capital: An international study
Journal of International Financial Markets, Institutions and Money, Vol. 46, Issue C, 1-29, 2017

An Investigation Of The Relation Between Corporate Governance And Liquidity: Empirical Evidence From France
Journal of Applied Business Research 31(2):631-646, March 2015


2006


Why invest in investor protection? New evidences from ADR market

Nanyang Technological University, 2006