Sudip Bandyopadhyay’s Blog

Benjamin Graham suggested during the worst days of 1930 that Investors should look at “Value Investing” rather than attempt to time the market.  Investors should look at what exactly the company is worth and how much it would be worth in the worst case scenario.  One has to look at the Company’s assets, liability and [...]

Finance needs regulation.  It has always been prone to panics, crashes and bubbles.  Because the rest of the economy cannot work without it, governments have always been heavily involved.  Without doubt, modern finance has been found seriously wanting.  Some banks seemed to assume that markets would be constantly liquid.  Risky behaviour garnered huge rewards; caution [...]

The economic reforms launched in China by Deng Xiaoping celebrate their 30th anniversary this year and there are plenty of reasons to think the country could enjoy  another 30 years of high growth.  Urbanisation has been one of the main driving forces and by some calculations the process is only half-complete.  Despite all the progress [...]

As the global financial crisis deepens, European leaders are making a virtue of big government and state intervention.  This is a dangerous path to take.  Corporate bail-outs beyond the banking industry may now be an inevitable consequence of decisions to save the banks and in the US to lend billions of dollars to, say, the [...]

There may be no end in sight to the financial crisis, but one consequence is already clear: over- the-counter markets will never be the same again. The crisis has brought complex structured financial products out of deep obscurity and exposed their weaknesses.  In particular, credit derivatives – which allow investors to make bets on the [...]