Portugal’s largest listed bank is in trouble again. But markets are still flying high on cheap...
William Gamble    
From Greece, to Portugal to India and even the US — it is easy to see what holds back growth....
William Gamble    
Buybacks have put US corporations deeper in debt. Net US corporate debt is a record $2.3...
William Gamble    
China, Modi, Narendra Modi, Chinese investment, India, foreign investments, Chinese investment in India, prime minister,
Narendra Modi has a strong mandate, so there is hope that he might get a few things done. But...
William Gamble    
China, property prices, Buddha, World Cup, Chinese football team,  corruption,
Perhaps the real reason why China, and India have so far not produced top ranked, or any ranked...
William Gamble    
commodities, commodity financing, China, arbitrage schemes,  copper trading, letter of credit, shadow banking system
Clothes-makers, food manufacturers, and other businesses who were never involved in the copper...
William Gamble    
corporate governance, investment, stocks, corporate oversight, trustees, employees, partners.
Corporate governance in PSUs is negligible, while the prime motive of family run business is to...
William Gamble    
investors, BSE, NSE, ETFs, exchange traded funds, hedge funds, Vanguard Index 500 fund.
ETFs do provide safety, diversification and an enviable track record. However, besides cost and...
William Gamble    
Eurozone, monetary policy, structural reforms, bonds, equities, European Central Bank, ECB, Mario Draghi.
So the problems are over and Europe is on the road to recovery. Right? Well, maybe not. European...
William Gamble    
Governments across the world have rewarded the wealthiest individuals who were to a great extent...
William Gamble    
China, Chinese brands, Chinese market, cars, dairies, foreign brands, protectionism,  Zinoro,  Venucia.
Western markets are not dominated by Chinese brands. It is the Chinese market that is being...
William Gamble    
If you look at the earnings growth, in 2010, the first year of the recovery, it had a sharp rise...
William Gamble    
The slow down in Chinese realty is not critical at least in first tier cities. But many smaller...
William Gamble    
income inequality, consumption, savings, political power, Rockfeller, Carnegie, Gilded Age.
In a world of weak demand and oversavings, the last thing we need are policies that encourage...
William Gamble    
bank, bank loan, small bank, large banks, RBI, IMG, World Bank, economy, GDP, loan, bank NPAs, NPAs,
Central banks remained focussed on consolidation, but encouraging smaller banks may be the way...
William Gamble    
China, Chinese financial system, loans, local government, rural banks, repayment of loans, People's Bank of China.
Lack of liquidity, dodgy loans and the lack of a central government guarantee is a sure fire...
William Gamble    
Chinese currency Yuan or Remminbi has been rock solid until recently. This created carry trade...
William Gamble    
Western countries, West, Russia, Crimea, Ukraine, Russian economy, crony capitalists, Russian rouble.
The problem with the Russian economy is that it is designed to favour its crony capitalists....
William Gamble    
China, Bond, Chinese bonds, bond market, stocks, stock market, Bear Stern, Chaori, Shanghai Chaori, solar power, steel mill
Default of one small solar company or one medium sized steel mill does not foretell an immediate...
William Gamble    
Russia, Ukraine, Crimea, stock markets, Russian invasion in Ukrain, Ruble, Russian Ruble, US, US dollar, Turkey, EU, Europe
If governments are impotent to punish Russia, markets are not. This was best illustrated by the...
William Gamble    
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