china shadow banking system
Meg Woods describes problems in China’s shadow banking system as well as a correction that is due in its property market.
Profiles & Comment
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could zambia be the new brazil
Sven Richter puts the case forward for Zambia as an up-and-coming frontier market, saying it is now where Brazil was at the beginning of this century.
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uk managers divided over outlook for banks
UK bank valuations may be at 2008 lows but UK equity managers still have a very different view on how much exposure, and to which banks, they should have.
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qe from the ecb would cause constitutional crisis
Max King suggests investors are right to be sceptical about the outcomes of the recent eurozone crisis meetings but there are still plenty of investment opportunities to come.
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can you solve a debt crisis with more debt
The investment question du jour should be can you solve a debt crisis with more debt?”, says Bill Gross, managing director at PIMCO.
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risk is easier to manage for active investors
David Miller uses the recent UBS rogue trader as an example of why it is easier to manage risk as an active manager of portfolios.
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past and people are indicators of future policy
Spyros Andreopoulos explains why we can learn a lot about the future direction of monetary policy given who is taking the decisions and what they themselves have studied in the past.
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Optimism in Europe could be shortlived
Rory Smith says optimism surrounding European progress towards a ‘grand plan’ to deal with the debt crisis is premature, and further tests are yet to come.
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Emerging markets is just an illusion
Bill Dinning looks at markets that have ’emerged’ in the past, including Greece and Portugal, and asks whether emerging markets is simply an illusory term.
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inward looking india
India’s economy has disappointed in 2011 largely thanks to its domestic problems. But a domestic focus will also help to stimulate growth, as it appears to be doing already.
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what if the eurozone was to break up
Cass Business School student Caroline Duong won the 2011 Threadneedle Investment Award for this essay on the investment implications of a break-up of the eurozone.
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asias long term economic strength outweighs short term market falls
The recent shift towards developed rather than emerging markets is temporary, argues Catherine Yeung, who says Asia’s economic strength will soon see a return to emerging nations.
