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 [...]

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 [...]

The small but smart mouse usually outwits the large but dim cat in the endless game of chase between Tom and Jerry.  Occasionally, though, Tom’s energy and determination allow him to win, but the victories in the cartoons are usually only fleeting.  Tom rarely makes a long-term plan, and his reactive strategy allows Jerry to [...]

It seems only yesterday that scarcity was the story. Energy and commodity prices were heading into the stratosphere. The oil was running out, food shortages loomed, Russia was resurgent and China was marching into Africa amid a scramble for dwindling resources.
Now? Prices everywhere are falling as recession bites. Investment banks have disappeared; and the global [...]

Sherman McCoy, the fictional 1980s “Master of the Universe” Wall Street bond trader, had his sights set on a deal that could earn him $ 1.7m in commission payments, money he needed to pay off the mortgage on a lavish Park Avenue apartment.  “The only real problem was the complexity of the whole thing,” readers [...]