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- Looking Back in Order to Look Ahead
- When the credit crisis broke out in Q3 2007, we were reminded about the horrendous mistakes of the past as the real culprit behind the bubble - many of us blamed Mr Greenspan! Central banks vowed not to repeat those mistakes while handling the problem. But as we slipped deeper...
- External links 2009-04-03
- Is Fiat Money the Real Culprit?
- High capacity utilisation of currency printing machines in the west has brought back the dark side of fiat money into limelight. Lack of any asset backing has raised doubts about the real worth of paper currencies especially at a time when several sovereign ratings are under review due to large...
- External links 2009-04-08
- China's Stimulus Effect: Bounce or Recovery?
- Rmb4 trillion of stimulus has started yielding results in China. Bank credits have expanded remarkably, re-stocking of commodities has pushed domestic prices at a significant premium to international prices, housing sector has stabilised - prices have turned around in a few places and stock market has outperformed peers. With the...
- External links 2009-04-19
- Pension Funds and Commodities
- Funds and fundamentals seem to have reached a compromise by dividing the year in two halves. Funds drive the first while fundamentals catch up in the next. The pattern seems to be repeating this year, leaving investors and hedgers confused once again. It wasn’t long...
- External links 2009-07-13
- Metals Outlook: Bulls Still Supported by Fundamentals, But Skeptics Remain
- While the bulls continue to see a seamless story of metal re-stocking moving from China to the West, several analysts remain skeptical. The bulls gets support from good GDP performance by Germany and France Bloomberg report ; others cite the UK’s poor performance Guardian report in explaining how industrial European...
- External links 2009-08-17
- Commodities Weekly: End of Restocking Will Help Accelerate Price Falls
- Stocking-cycles are glaring features of commodity price-cycles. De-stocking reducing private inventory holding and re-stocking increasing private inventory holding can be easily confused as change in net consumption and can smudge the big picture; analysts and researchers find it quite difficult to separate consumption from stocking without making arguable assumptions. Since...
- External links 2009-10-04
- Commodities Weekly: A Year-End Puzzle
- A window-dressing by the Longs or investor redemptions after 8 months of historic rally? Year-end activities get farther away from fundamentals as “book-keeping” and “cash-flow” management of Funds hog limelight. This year’s unbelievable rally clouds the case even more. Despite relative calm in weekly close this week, many market participants...
- External links 2009-11-12
- Commodities: Investment Demand Soars as Physical Demand Eases
- Rising stockpiles and declining physical premiums are being ignored and investment communities, as a long-term appeal for commodities, continue to find favour. Investment demand for base metals, energy and precious metals reached new highs with open interest registering fresh records. While it gets difficult for physical traders to sell at...
- External links 2009-11-16
- Is the Market Running Short of Parking Slots?
- A runaway rise in Gold and negative yields in US short-term treasuries offer one of the two conclusions: a rush for safety amongst investors or too much money chasing too few assets. For the first hypothesis to be true, the risky assets need to show a meaningful fall. Given steady...
- External links 2009-11-23
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