Section
Economy
4471 posts
Paul Krugman: Lest We Forget
Paul Krugman opines that financial reform and regulation of the shadow banking system cannot wait: Paul Robin Krugman…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
'Encouraged by a wicked wizard, Greenspan, Bernanke toils at his printing press'
The Guardian has published below, an insight-full essay by Hugh Hendry, CIO, Eclectica Asset Management. Hendry's brash and…
Must-Read China Reading: World Bank Quarterly
If you read one thing on China this week/month/quarter/season, let it be the new World Bank China Quarterly.…
Bill Ackman: Pershing Square Q3 2008 Letter
Pershing Square Q3 2008 Investor Letter by Bill Ackman, November 15, 2008 at 11:44 pm These are extraordinary…
Tom Barrack's Economic Outlook
Famed investor Tom Barrack shares his economic outlook with CNBC's Erin Burnett. Barrack believes that the economy is…
Hendry: Going long on government bonds
By Hugh Hendry Published: November 19 2008 16:03 Someone once said there are certain things that cannot be…
Mark Mobius Talks Brazil, Emerging Markets
Mark Mobius, the emerging market specialist from Templeton Asset Management reckons that Brazil offers a great opportunity for…
Jim Rogers: FT.com Interview
Jim Rogers, legendary investor, is interviewed by FT.com's John Authers, on November 17, 2008. The 20 minute interview…
China Unveils $586-billion Economic Stimulus Plan
China's stunning $586-billion (4-trillion Yuan) economic stimulus package, unveiled Sunday evening, aims to give the country's domestic demand…
Donald Coxe: Post US Election Analysis
Donald Coxe and his colleagues at BMO Harris provided their post-election views following the Obama victory: Donald Coxe,…
Commodities Snapshot
A snapshot view of commodities reveals that they have all experienced some mild recovery at the end of…
The Teflon Maple Leaf: TD Securities
Eric Lascelles, TD Securities' Chief Economics Strategist, points out that the Canada has the highest sovereign debt ratings in…
The Age of Prosperity is Over: Arthur Laffer
Arthur Laffer, the Reagan-era economist, famous for defining Supply-Side economics and developing what is now referred to as the Laffer Curve, has…
Resurgent Yen a Global Destabilizer
Once again, volatility favouring the Japanese Yen is having a pronounced effect on what happens in the stock…
China's Bold Economic Policy Moves
CLSA Asia-Pacific Markets, a division of Credit Lyonnais/Credit Agricole, are one of the best groups of analysts providing…
