India

Is America Really 'Up' For A Second Cold War?

Does China, even if she rises to surpass the U.S. in manufacturing, technology and economic output, and is a comparable military power, truly threaten us as the USSR did, to where we should consider war to prevent its expansion in places like the South China Sea that are not vital to America?

Goldman Reveals Its Top Trade Recommendations For 2018

1. Short 10-year US Treasuries; 2. Go long EUR/JPY; 3. Go long the MSCI EM stock market index; 4. Go long EUR 5-year 5-year forward inflation; 5. Go long the EMBI Global Index against short the US High Yield iBoxx Index; 6. Own diversifed, and hedged, Asian growth: Long INR, IDR, KRW vs. short SGD and JPY. 7. Go long global growth, non-oil commodity beta: long BRL, CLP, PEN vs. short USD.

Why Australia's Economy Is A House Of Cards

"For over a quarter of a century our economy mostly grew because of dumb luck... As a whole, the Australian economy has grown through a property bubble inflating on top of a mining bubble, built on top of a commodities bubble, driven by a China bubble....Unfortunately for Australia, that “lucky” free ride is just about to end..."

Why Credit Suisse Thinks Millennials Are The "Unluckiest" Generation

"The Millennials have not been a lucky cohort so far...  Some have had substantial family help in paying for education and buying homes, and some stand to inherit from wealthy boomer parents in the future. But there are many Millennials who have not been so fortunate...."

The Arctic Silk Road: A Huge Leap Forward For China And Russia

The Silk Road, renamed the Belt and Road Initiative (BRI), is developing infrastructure along land and sea trade routes. However, little is known about China’s initiative in the Arctic Circle, which represents a new route that Beijing is now able to develop thanks to technology together with the strategic partnership with Russia.

How The Fed Destroyed The Functioning American Democracy And Bankrupted The Nation

"...a functioning democratic republic is premised on a simple agreement that We (the people) will freely choose our leaders... The intervention of the Federal Reserve into that equation, controlling interest rates, outright purchasing assets, and plainly goosing asset prices has introduced a cancer into the nation which has now metastasized."