Nick Paulson -ellis
General
Indian Equities 2012: Better To Be Safe Than Sorry
2011 was India’s ‘annus horribilis’, topping the charts of the world’s worst performers, losing over a third in dollar terms ......
Others
India — A Port In A Global Storm?
Indian markets have been battered in 2011, first on domestic issues, and last month on global cues. But just how ......
General
Governance: What Should Companies & Investors Do
In early 2011 we argued that investors needed to worry more about corruption, moving away from the historic attitude that ......
General
Is Cash Flow King in Uncertain Times?
Multiple headwinds facing IndiaInflation, twin deficits, fear of rate hikes by the central bank, tight liquidity, corruption scandals and attendant ......
General
When Does a Flow Become a Flood?
The West’s ultra-loose monetary policy is causing repercussions across the emerging world. 600+ basis point interest rate and GDP growth ......
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