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    • US superbubble is in its final act with an unprecedented dangerous mix: Jeremy Grantham

      Next comes the economic decline, and historical parallels suggest this ending in a tragedy, according to his note

    • Inflation hedge: What’s the hidden value in “hated” commodity producers?

      A recent Quarterly Letter from GMO asks investors to take a second look at this deeply-discounted corner

    • Asset allocators reallocate money into EMs; growth in India muted: GMO's Bhartia

    • India can go back to 3-4% growth on lack of stability: GMO

      Amit Bhartia, GMO, feels the country can easily go back to 3-4 percent growth because of lack of stability. However, he is quick to add that the nation can grow 7-10 percent if policymakers do their job right.

    • Frontline sectors banks, autos may weaken in FY12: Experts

      At the Indian Association of Investment Professionals (IAIP) Forecast, experts discuss about the various asset classes and equities and share their outlook for FY12.

    • Heavily underweight on India: GMO

      At this point in time, we are heavily underweight both India and China in our emerging markets strategy, says Arjun Divecha of GMO.

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