The British Referendum: is it time to load the elephant gun? The British Referendum: is it time to load the elephant gun?
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    • Guiding Principles
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    • Product Offering
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    • FAQs
  • Perspectives
    • Blogs
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    • PERSPECTIVES ON QUESTIONS FROM CLIENT PARTNERS
    • QUARTERLY LETTERS
  • Client Login
  • Disclosures
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June 2016

The British Referendum: is it time to load the elephant gun?

This morning, while listening to the Brexit results, I chanced upon a conversation on a business channel.  The same anchor who a few months ago said it was futile to forecast, was waxing eloquent about how Brexit could be worse than the Lehman crisis and how it could affect Indian equity markets for years.

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Investment Perspectives: Define your Guiding Principles

A prominent research house gave a bearish call on the market at the end of February.  Despite the Index climbing over 16% in the past 2 months, the firm stuck to its guns.

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