no brains behind no brainer buying renminbi
Teresa Kong argues that the recent moves in Chinese currency markets are not just a healthy thing to see but necessary for an economy looking to increase the role of the market in allocating resources.
Profiles & Comment
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Dennehy on ways to find more growth
Investors clearly want more growth but they shouldn’t assume going cheap will deliver it.
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risks quicker than speed of global recovery
Despite increased volatility in financial markets and weaker macroeconomic numbers, we continue to believe the global economy will improve gradually throughout 2014 in a low-inflation environment, which will be positive for risky assets.
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Is MandA hype the real deal
Cash-rich companies are helping fuel the current rounds of M&A activity though there are still plenty of questions that need to be asked before diving in too early.
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Interesting cos not nec interesting investments
I recently looked at the challenges faced by traditional retailers when they try to move online.
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Cash flow into shareholder pockets
Swiss & Global AM's Carlo Capaul argues that now is the time for investors to switch to undervalued equities as companies with cash are on the verge of launching a stream of buyback programmes.
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Why valuations do not really matter Ardevora
Valuations need a lot of stretch before they start to really matter.
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Manias Panics and Crashes
As spring looms, brief drops in the Japanese equity market prove fertile ground for fears of market crashes.
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Structured research more transparent since crisis
Since the financial crisis, counterparty or credit risk have been under closer scrutiny when researching structured products.
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property price rises no bubble
Prices in the capital surged this month, helping national values post their best annual increase since before the financial crisis, according to Rightmove, the property website.
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Asset managers to merge funds not companies
European asset managers are set to rationalise their fund ranges further, but at a corporate level a widespread M&A spree is unlikely.
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A stock pickers market emerging in 2014
As the bearish mood around EM continues into 2014, it might be time to hunt for some hidden stock opportunities
