Category: Global Markets

A few weeks ago, I valued Zomato, the Indian online food delivery company, just prior to its IPO, and argued that the excitement about its...

Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would...

For the last two decades, China has been the dominant story for both the global economy and capital markets, as the country's immense growth and...

I have been writing about, and valuing, Tesla for most of its lifetime in public markets, and while it remains a company that draws strong...

If you have been tracking the torturous workings of the infrastructure bills working their way through Congress, consideration is now being given to a "billionaire"...

In a post a few weeks ago, I argued that the disclosure process had lost its moorings, as corporate disclosures (annual filings, prospectuses for IPOs)...