Tag Archives: India

Risk Management: Watch the Hang Seng

Posted on February 9, 2011 by macromon

You know our schtick by now that we view the Hang Seng Index as the indicator species for global risk appetite and a signal as to whether the Mainland’s economy will land hard or soft.  Since returning from the Lunar … Continue reading →

Posted in China, Equities, Monetary Policy | Tagged , , , , , | 2 Comments

A Major Factor Driving Political Instability

Posted on January 28, 2011 by macromon

Things fall apart; the centre cannot hold;  Mere anarchy is loosed upon the world – W.B.  Yeats Here’s a report from India’s NDTV on the “hyperinflation” in food prices in some countries, which already is and could further destabilize regimes … Continue reading →

Posted in Black Swan Watch, Commodities, Currency, Economics, Food Prices, Video | Tagged , , | 3 Comments