POSTS
2025
Playbook 2025
December 2024
2024
This is the closest to 2002
May 2024
2024 Playbook
February 2024
2023
Next 3 years belong to India
July 2023
Two Bubbles in One Currency
June 2023
The Scene of Crime
May 2023
China is Cheaper, India is Clearer
May 2023
Height of Clouds, Depth of Mines
May 2023
Real Estate is the Real Bargain
January 2023
2022
Till until Still
July 2022
A Tide is Turning
About: cloud and ground
January 2022
2021
Second Bite of the Coin
About: bitcoin
November 2021
The Best Quarter of 2021
About: different players, same spot
October 2021
Three Cleanest Buys
About: clean & clear
June 2021
Bite This Coin
About: tail & head
May 2021
The Trade That Fits All
About: when value is good for growth
May 2021
Silver Lining Turning Forth
About: two brothers
April 2021
Now Is The Time For Bitcoin
About: Amazon & Bitcoin
February 2021
How Strong The Singapore Dollar Can Get
About: Sing dollar & cycles
January 2021
2020
Does Gold Still Shine?
About: gold & cycles
December 2020
How High Can This Market Go
About: peaks & paths
August 2020
Is this market sell-off done? Part 3
About: reversal & containment
June 2020
Is this market sell-off done? Part 2
About: trends & breaks
March 2020
Is this market sell-off done?
About: probabilities & paths
March 2020
Let's meet there
About: hounds & mounds
February 2020
2019
Is Emerging Cheaper than Developed?
About: super & normal
November 2019
A Dive on the Deep Side
About: surfing & diving
October 2019
Conventional Wisdom
About: bonds & traditions
September 2019
Dissolve. Not solve.
About: questions & solutions
July 2019
Should Investors care about the Economy?
About: economy & stock market
May 2019
Why this is not a Tech Bubble
About: sales & stock price
April 2019
Why Stay Bullish on the US
About: real growth & real rates
February 2019
Seeing is Believing
About: colours & surprises
January 2019
2018
Madiba's Meow
About: worlds & cats
October 2018
Good Old Ways
About: memory & change
August 2018
Stars Around Our Fingers
About: stars & magic
May 2018
2017
The Art of Us, the Science of Ours
About: genes & choice
July 2017
Code's Own Country
About: computers & reality
March 2017
2016
Einstein's Thousand Rupee Note
About: money & time
December 2016
Playing Games
About: innovation & future
August 2016
Virtual Reality
About: growth & perception
May 2016
Who Pays to Save Us
About: earth & us
March 2016
The Strength of Being
About: disease & being
February 2016
2015
Why Violence Doesn't Work
About: violence & reserves
December 2015
Whose Money can I Trust
About: money & trust
November 2015
What Blinds Love
About: fear & greed
October 2015
The Backbenchers
About: technology & access
September 2015
Pin that Pricks
About: inflation & growth
March 2015
Reaching for the Heavens
About: debt & central banks
February 2015
2014
Old Boys' Club
About: oil & race
December 2014
Fingers Crossed
About: QE & DLF
November 2014
Free Lunch
About: China & reserves
September 2014
Age of Smart
About: technology & deflation
July 2014
No Room for Error
About: Sahara & money markets
March 2014
2013
One for the Road
About: OGX & emerging markets
November 2013
Chasing Shadows
About: NSEL & shadow banking
October 2013
The Long Cycle
About: potash & cycles
August 2013
Rupee Hits Record Low; Should it Surprise Us?
About: inflation & deficits
June 2013
Paradox of Saving
About: money & demand
April 2013
2009
Investor protection effects on corporate liquidity and the cost of capital
Applied Economics Letters, Vol. 16, Issue 8, 819-826, 2009
Publications citing the above paper:
The joint effect of investor protection, IFRS and earnings quality on cost of capital: An international study
Journal of International Financial Markets, Institutions and Money, Vol. 46, Issue C, 1-29, 2017
An Investigation Of The Relation Between Corporate Governance And Liquidity: Empirical Evidence From France
Journal of Applied Business Research 31(2):631-646, March 2015
2006
Why invest in investor protection? New evidences from ADR market
Nanyang Technological University, 2006