Nitin Gregory

Author: Gregory

A Broken Bond – II

What is the Japanese Bond market telling us about the future? A Broken Bond Global yields lowest in 500 years of recorded history. $10 trillion

Deflation and Bond Bubbles

Deflation and Bond Bubbles

Can there be a bubble in a deflationary scenario? Deflation and Bond Bubbles Developed nations today are struggling through a period of low to no

De-Globalisation - The Cycle Is Turning

De-Globalisation – The Cycle Is Turning

Has De-globalization started? What are the key areas that are being affected? History doesn’t repeat itself, but it often rhymes. – Attributed to Mark Twain Globalisation refers to the

Equity Versus Fixed Deposits

Equity Versus Fixed Deposits

Most Indian Households prefer bank deposits/cash to park their savings – 66% of household savings are sitting in deposits/ cash. What about the recent increase in demat

Me, Myself and Mind - Part 2

Me, Myself and Mind – Part 2

In a previous article we discussed about the various biases that affect us – Me, Myself and Mind. This time we will isolate the channels through

Me, Myself and Mind

Me, Myself and Mind

“Man is not a rational animal; he is a rationalizing animal.” ― Robert A. Heinlein The mind can be brutally rational and sometimes hopelessly irrational. The

A Broken Bond

A Broken Bond

What is the Bond Bubble and how is it affecting us? A Broken Bond

What Drives Chinese Real Estate?

What Drives Chinese Real Estate?

A detailed look at the demand supply dynamics of the Chinese real estate What Drives Chinese Real Estate? A great way to benchmark house prices