So,WhenWillThisRallyEnd?byAndrewMickeyApril07,2009
It’sthequestiononeveryinvestor'smind…whenwillthisrallyend?There’snoeasyanswerhere.Thereisawaytotellthough.Butyouprobablywon’tfinditinthemainstreammedia.TheTimesintheU.K.proclaims:“OptimismRacesThroughMarketsAfterShowofHarmonyatG20Summit.”Forbesponderswhether:Wecancatchaglimpseofaneconomic“LightattheEndoftheTunnel…”TheNewYorkTimespromi...[
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“TurningBullish”???NO
DavidRosenberg(ChiefUSEconomist)AtributetomygoodfriendRosiewhowillleaveBAS/MLinthecommingweeks.AsanAprilFool'sjoke,Rosenbergtitledhislatesteconomicreportas'TurningBullish'yetreiteratedhisstancethat“thereissimplynosustainablerecoveryintheeconomy,thestockmarketorthefinancialbackdropuntilwegetsomeclarityontheoutlookforresidentialrealestateprices.”WarmerWeatherMisleading:...[
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WhengoodhedgefundsgobadBySimonOsborne|7April2009
MaplesandCalderlaydownthelawonwhathappensifyourhedgefundgoesdoolally.
LawfirmMaplesandCalderthinksthereisamisconceptionthathedgefundsfailbecausethereissomethingdarkandrottenattheircore,orsomefraudulentmalfeasance.MaplesandCalder,aspecialistinsettingupoffshorefundsintheCaymanIslands,alsotriestodrawthedistinctionbetween'honestanddishonestfailu...[
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WhengoodhedgefundsgobadBySimonOsborne|7April2009
MaplesandCalderlaydownthelawonwhathappensifyourhedgefundgoesdoolally.
LawfirmMaplesandCalderthinksthereisamisconceptionthathedgefundsfailbecausethereissomethingdarkandrottenattheircore,orsomefraudulentmalfeasance.MaplesandCalder,aspecialistinsettingupoffshorefundsintheCaymanIslands,alsotriestodrawthedistinctionbetween'honestanddishonestfailu...[
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ReportcallsformoreinvestmentinwaterByDanielInman|7April2009
Infrastructureinvestmentwillplayakeyroleinhowtheworldaddressestheproblemofwaterscarcity,saysStandardChartered.
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FromAfricaallthewaytoChina,waterscarcityisalreadyaseriousissue.Anditisgoingtogetworse.ThisisthekeymessageinarecentspecialreportbyStandardChartered,entitled"Water--therealliquiditycrisis".Thebrightsideoft...[
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CouldChinabecomeanotherJapan?ByDanSlater|7April2009
AnewbookraisesthegrimpossibilityChinacould'turninwards'andenduplikeJapan.
China'sdecisionnottoallowCocaColatobuylocalsoftdrinkschampionHuiyuanJuice,announcedonMarch18,andthelatestWorldBankreportpredictinggrowthwillslowto6.5%fromthepreviouslyforecast7.5%,hascausedsomecommentatorstowonderwhetherChinacouldturninwards.ThefearisthatChinacouldt...[
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A股反弹并不说明刺激措施奏效中国A股市场创出7个月高点的一个解释是，经济刺激措施发挥了作用。另一个看法是，占中国股市99%的国内投资者过于相信政府推动经济复苏的能力了。
有关刺激方案带来复苏的所有言论，很容易让人想起日本在上世纪90年代泡沫破裂后的时代。似乎每年都会宣布新的政府刺激方案。我记得，当时来自日本的同事也不断大讲特讲复苏的故事，直[
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货币战争之英镑霸权英镑是如何取代黄金的(组图)CCTV经济半小时
在刚刚结束的G20领导人峰会的闭幕记者会上，芮成钢向东道国英国的首相布朗提问，会前中国人民银行行长周小川建议成立超主权的储备货币来代替美元，本次峰会上，是否讨论了这一建议？布朗说，由于没有具体提案，本次峰会讨论并没有具体讨论这一话题。 其实在人类数千年的货币史上，使用范围[
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Trading'stimewarpByJameDiBiasio|1April2009
TheglobalfinancialcrisisexposestheshortcomingsoftradinginAsianmarkets.
ThefollowingarticlefirstappearedintheMarch2009editionofAsianInvestormagazine.Eachmonthweofferonlineafeaturefromthemagazine.Tosubscribeformorein-depthindustryanalysisthatyoucan'tfindonourwebsite,pleasesendane-mailto:stephen.tang@asianinvestor.net.TradingcostsinAsiandevelopedande...[
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BuysideclaimsitisreadyforregulationByJameDiBiasio|6April2009
Butfewfirmsarededicatingresourcestocomplianceorlegalfunctions,accordingtoasurveydonebyAsianInvestorandCliffordChance.
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Ifthere'sonecertaintyforthefinancialsectorworldwide,it'smoreregulation.Whetherthepictureisglobal,likelastweek'sG20summitinLondon,orlocal,suchastheinnerdeliberationswithinregionalregulatorybodies,...[
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