Monthly Archives: July 2009

Asset Bubbles and Bursts: The Re-emergence of Rational Valuation

Aswath Damodaran, the famed NYU finance professor and High Priest of quantitative valuation, shares a lot with Edward Altman, his equally famous colleague at NYU. (Damodaran penned “Investment Valuation: Tools and Techniques for Determining the Value of Any Asset”, a … Read More…

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“Is it Safe?” The Outlook for Investment in Emerging Markets

There’s a classic scene in the 1976 hit movie, The Marathon Man, in which Laurence Olivier, playing a skilled dentist who is also a Nazi war criminal, is torturing a young Dustin Hoffman. Using his medical know-how and some frightening … Read More…

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Beyond Politics: Do Job Creation and Outsourcing Go Hand in Hand?

This weeks announcement between Dr Pepper Snapple and HCL Technologies has us thinking about how the practice of Outsourcing has been changing in recent years. Traditionally viewed as simply a means of cost arbitrage (effectively, moving work from one high … Read More…

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