Flush with cash, institutional investors are paying a high price for a cheery consensus. Those lining up for a fire sale may not have to wait too long
Rajesh Padmashali - May 29, 2019
The Populism Chimera
Politics will drive markets in the first half, but will the narrative be supportive in the second?
Gautam Chhaochharia - March 28, 2019
Time For Populism?
In an election year, the government could succumb to farmers’ demands and risk a rising deficit
June 06, 2018
Populism Takes a Wrong Turn
Global populism is the wave of the future, but it has taken a wrong turn in America
William H Gross - November 21, 2016