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The market is too expensive, is the consensus view. But there is value in pockets. ML Research Desk found some places to shop cheap
Marc Faber, the investment guru, says “Emerging markets could get kicked in the next three months so I’d be careful of buying Indian shares now.” Apart from those worrying about valuation, there are others who worry about debt-funded consumption growth,...
Another Indian-nama through the private lens of a self-indulgent foreigner
Here is a new sub-genre of foreign writing on India: the view of a Delhi-centric foreign journalist married to an Indian. The sub-genre is new but the output is old. In our last issue, we reviewed In Spite of the Gods by Edward Luce with a question which we must rephrase now: must every foreign journalist marry an...
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