The EM story is a strong one – in sharp contrast to the developed world, EM counties tend to have favourable sovereign/consumer debt dynamics, current account surpluses, high savings rates (implying scope for a pick up in consumer demand) and…
Category Archives: globalisation
-
It’s hard to get anyone to make a bear case for EM, so I’m going to try
- Topics
- emerging markets, globalisation
Posted March 31st, 2010
-
Today, the pound strengthened for the 10th day in a row, climbing to 1.96 against the dollar, the highest level since September 1992 (when the UK currency was ejected from the ERM). When I started in the City in 1985,…
-
Putting Americans First, or Putting Growth First?
- Topics
- globalisation, political factors
Posted November 14th, 2006
So nearly a week since the US midterm elections, and neither bond nor equity markets have seen significant moves. Is that right? After all, while we had all expected the Democrats to make gains, winning both houses of Congress was…
Download or order a hardcopy of the 5th Anniversary Bond Vigilantes book and make a donation to Cancer Research UK
Recent videos from iView
By clicking on these links you will be visiting iviewtv.com
Play video - 
Play video - 
Play video - Bond Vigilantes-Asia Research Trip
Play video - Bond Vigilantes- Quizzing the experts
