Monday, September 21, 2015

Bob Janjuah on China and its need for exports | VIDEO

Thursday, September 10, 2015

India to be the next growth story says Bob Janjuah [VIDEO]

Tuesday, September 1, 2015

Deflation in the world economies | Markets have more downside

I thought we would see 1,700 (on the S&P500) at some point in late (Q3), early (Q4). We made some progress towards that target, I think there's a bit more to go [on the downside].

What I think the global investor needs to understand is that globally there's not enough growth, there's way too much capacity and we've hidden that gap with this thing called liquidity - actually liquidity is debt.

The workers of the world have no pricing power, without pricing power you cannot get a sustained cycle of inflation. And a world where we have got excess capacity and not enough demand, that's deflation.