Category: Macro | MOI Global

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May 22, 2018 Bank of Baroda: Government-Owned Bank with Strong Management (TRANSCRIPT NOW AVAILABLE) Read More

May 22, 2018 Alex Kinmont on the Macro Backdrop for Value Investing in Japan (TRANSCRIPT NOW AVAILABLE) Read More

April 28, 2018 Resisting the Macro Urge Read More

April 6, 2018 Ravi Dharamshi on Small Finance Banks in India Read More

April 5, 2018 Affordable Housing Industry in India: Buy or Build? Read More

April 4, 2018 Keyence: Highest-Quality Business in Global Industrial Automation Space Read More

February 28, 2018 Proshares Short High Yield ETF: Contrarian Investment with Asymmetric Risk-Reward Read More

January 13, 2018 Murray Stahl of Horizon Kinetics on Cryptocurrencies and Equity Markets Read More

January 12, 2018 An Undervalued Portfolio Hedge for Value Investors Read More

September 15, 2017 Jean-Marie Eveillard on China vs. India Read More

September 15, 2017 Fear of Crashes and Bubbles is Bad for Health Read More

September 14, 2017 Indian Infrastructure: A Decade in the Making Read More

September 8, 2017 Mental Models: Leaking Balloon or Coiled Spring? Read More

August 6, 2017 Flawed Relative Value Analysis in U.S. Financial Markets Read More

April 5, 2017 Korea: Surveying the Investment Opportunity Read More

April 5, 2017 Q&A Session on Value Investing in Asia Read More

April 5, 2017 Thoughts on Value Investing in Japan Read More

April 5, 2017 China Macro Assessment and Outlook Read More

April 5, 2017 Perspectives on the State of Equities in India Read More

March 26, 2017 Rebalancing of Indian Equity Markets Will Smooth Volatility Read More