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股反彈並不說明刺激措施奏效中國A股市場創出7個月高點的一個解釋是，經濟刺激措施發揮了作用。另一個看法是，占中國股市99%的國內投資者過於相信政府推動經濟複蘇的能力了。
有關刺激方案帶來複蘇的所有言論，很容易讓人想起日本在上世紀90年代泡沫破裂後的時代。似乎每年都會宣布新的政府刺激方案。我記得，當時來自日本的同事也不斷大講特講複蘇的故事，直[
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貨幣戰爭之英鎊霸權英鎊是如何取代黃金的(組圖)CCTV經濟半小時
在剛剛結束的G20領導人峰會的閉幕記者會上，芮成鋼向東道國英國的首相布朗提問，會前中國人民銀行行長周小川建議成立超主權的儲備貨幣來代替美元，本次峰會上，是否討論了這一建議？布朗說，由於沒有具體提案，本次峰會討論並沒有具體討論這一話題。 其實在人類數千年的貨幣史上，使用範圍[
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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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