As reflected in the reaction of Global Markets to Corona Virus’ threat to global economy, it is easy to see why sentiment is often much more powerful than facts alone…
As we saw in our recent posts, the markets have reacted strongly to Corona Virus related news sentiment. While it remains topical, we will try to regularly post a heat map of our country level sentiment score…
The sharp downward market movements across the world in the previous week has removed any doubts about the kind of impact Corona Virus would have on the Investor Sentiment…
Markets have seen a sharp negative reaction to Corona virus news. The news sentiment has evolved daily leading to the market gyrations. We have tracked the overall market sentiment…
In our previous blog post, we talked about the recent developments related to Corona Virus and related news flow. The impact on the markets seems to have a local component as Asian markets…
Over last few weeks, Corona Virus has led to a worldwide scare. As of now, the death toll in China has surpassed 700. According to the official data released early Friday by China…
The Sentiment Analysis of News is a bigger game changer in countries from where the information flow is irregular and the ones which are not understood well by global investors…
Trends are powerful and often, they become self-fulfilling prophecies. The success of a song, story, or a play and how successful it will eventually become depends a lot on initial few reactions…
The last week, the week of October 7th, displayed a good example to our investment team about the virtue of systematic decision making in investing…
Facts are important and eventually play out in the longer term. The cold logic of numbers wins the day. But Sentiments and Narratives, which are at times detached from cold facts…