On the rocky road to change in China One thing investors in China thought they could rely on was a steady, if unelected, hand. If this isn’t the case, where do we go from here?
A necessary evil? While market players nervously chew their nails over the Greek election result, the French market is calmly absorbing news of a socialist victory in its own presidential race.
Continue reading …In defence of co-investing with the state State-run companies such as Russia’s Gazprom are widely perceived to be high-risk equity investments. But Morgan Stanley says buying these shares can be an attractive proposition.
Continue reading …Chocolate “solves” crisis in not-so-parallel universe Imagine a world in which the International Nemesis Fund (INF) and the European Central Denial authority (ECD) call the shots.
Continue reading …Trading the new normal in India Indian stocks are up 12 percent despite all the bad news on the economy and a government that has failed to progress on reforms. Fund managers are looking for ways to trade the new normal.
Continue reading …Where will the FDI flow? The BRICS score low on an index measuring economic freedoms. Bad news for FDI flows.
Continue reading …Hungary can seek IMF aid now. But can it cut rates? Hungary can go ahead with talks to seek IMF aid. Many are betting the central bank will act soon to cut interest rates. But the money is not on the table yet.
Continue reading …The “least worst” option? “We’re likely to be stuck with repression unless we find some other alternative source of growth, whether through, say, new technologies, ingeniously-funded infrastructure projects or mass…
Continue reading …Three snapshots for Friday Three charts for Friday: Eurozone government funding progress, German IFO and US Q1 earnings season
Continue reading …Three snapshots for Monday Three charts for Monday: ECB bond-buying, U.S. retail sales, futures positioning on the euro.
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