Puru Saxena's Blog

Investor, retired money manager/founder of money management firms in Hong Kong.

Stay on Board

Over the past few weeks, geo-political tensions have increased in various parts of the world and we have also experienced a sovereign debt default. Despite these developments, the majority of the stock markets have held up relatively well and so far...

The Most Hated Bull!

The ongoing bull market is over 5 years old and both the Dow Jones Industrial Average and the S&P500 Index have climbed to record highs. Yet, the vast majority of retail investors are still not convinced and many are waiting for the elusive stock market crash!

Just Right!

The economies of the developed world are improving; their housing markets are on the rebound and unemployment rates are sliding. On the monetary front, central banks remain accommodative, interest rates are at historic lows and the yield curve is steep.

Puru Saxena: Fed Holding a Needle to History’s Largest Bubble

Well-known Hong Kong investor and money manager Puru Saxena joins the Financial Sense Newshour and explains how one of history’s largest bubbles is at the mercy of the Fed.

The Trend Is Your Friend

Monetary policy remains accommodative and housing is rebounding in the developed world. Consequently, business activity is improving and this is being reflected in the related stock markets.

Party On!

Interest rates are near historic lows, credit is cheap and the prominent central banks are not planning to pursue tough monetary policies anytime soon. Consequently, the stock markets of the developed world are...

Ride the Profitable Wave

The world’s economy is growing at a tepid pace and the majority of central banks are pursuing expansionary monetary policies. Furthermore, the central banks of the developed world are engaged in unprecedented asset purchases and it appears as though this ‘stimulus’ will continue for the foreseeable future.

The Tide Has Turned

The world’s economic landscape is changing and after a disastrous decade, America is once again in the driver’s seat. Contrary to the 2000-2011 time frame (when the developing nations fared a lot better than America), the tide seems to have turned in favour of the world’s largest economy.

Buy U.S., Short Commodities

According to our methodology, Wall Street is currently in ‘correction mode’ and additional near-term selling pressure cannot be ruled out. At this stage, nobody can predict the duration or depth of the ongoing stock market correction.

An Overview of the Markets

According to our methodology, Wall Street is currently in correction mode and this is not the time to invest fresh capital in stocks. It is notable that although major US indices advanced on Tuesday and Wednesday, volume was very low and this warrants caution.

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