Sudip Bandyopadhyay’s Blog

In the Hindi blockbuster movie Gajini, the lead actor suffers from a disastrous aliment “Short-term Memory Loss”.  The current market euphoria across the world reminds me of a similar mental state for investors across  asset classes who are unable to grasp the toughest lessons of last year’s global economic crisis.  The crisis was predominantly about [...]

Indonesia is launching a Commodities Exchange (ICDX)  to trade crude palm oil and other raw materials, in a fresh sign of Asian emerging countries following the path of Independent projects in Singapore and Hong Kong.  In spite of being the world’s largest producer, Indonesia has been unable to set a palm oil benchmark price, with [...]

The Paris-based International Energy Agency recently released a report, Another Chinese Riddle: How Reliable Are GDP Figures?  In this  the intergovernmental organization cited research that China’s first-quarter GDP growth, announced as 6.1 per cent was most likely flat to negative.  As a result of such reports, public trust is eroding, and not just in China. [...]

Investors who filed into commodities when prices were skyrocketing last year were brought swiftly down to earth when the rally came to an abrupt halt a few months later.  The sudden economic downturn triggered fears that demand for oil and other commodities would dry up.   Investors fled from commodities and prices crashed.  Few areas escaped [...]