Sudip Bandyopadhyay’s Blog

In the summer of 2008 when I landed in St. Petersberg, the first thing which struck me was the beauty of the lovely city,  erstwhile capital of Russia.  However once one starts looking beyond the majestic buildings , palaces and the gardens, one starts getting the distinct feel that though a modern city, the standard [...]

Diversify. That was the mantra investors heard in recent years. Investing in a range of assets was supposed to improve overall returns as these were uncorrelated bets.
This year world stock markets lost almost $ 30,000 bn in value. Oil prices fell by two-thirds. House prices dropped. Bonds – except for government [...]

Once upon a time – six months ago, another age – anyone who could say “crack spread” without laughing was assured a lucrative job as an oil trader. Back then, when crude oil trading at $140 a barrel, the world looked Malthusian. The globe was threatened by a violent scramble for scarce resources, [...]