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  • A Simple Model Quantifying The Vulnerability Of EM Equities To Upcoming External Risks [View article]
    Thank you for your concise answer. I will try using it to work out the factors that apply to our part of the world. Thanks again.
    Feb 20, 2014. 10:36 AM | Likes Like |Link to Comment
  • A Simple Model Quantifying The Vulnerability Of EM Equities To Upcoming External Risks [View article]
    Jon, much appreciate the simplicity and straight forwardness of your message, it will help us here in the centre of ASEAN, Singapore. What i notice is an almost inverse relationship in the charts of "Rolling 6 month history of country equity index betas vs China equity index and EM local debt index". Is that just a current phenomenon or is it a long term factor to consider? And why is it completely disappeared in the chart below that using a "theoretical index"??
    Feb 20, 2014. 02:11 AM | Likes Like |Link to Comment
  • What's Good For Germany Is Good For The World [View article]
    We now know that the liberal conservatism has no role to play in German politics till at least the next election. Wearing your yellow shirt still? It's all about leaders now in Germany. People. Facing the problems, - not hiding behind empty slogans and expecting people not to realise the lack of ability. As such, the result suggests, Germans are a lot more aware of what was needed than the media has portrait them. Oh. by the way, with this result we will not see "a parabolic yield spike in the periphery".
    Sep 22, 2013. 10:38 PM | 1 Like Like |Link to Comment
  • Irrational Pessimism? [View article]
    A great read reminding me how much I have to learn before passing the CMT 3. Question about an argument that an old highly experienced Japan trader has put to me: he sees a repeat of gold and commodity prices of the year 1985 (sharp price falls), - while the YEN was falling sharply and Japanese stock markets went into overdrive. What could be the connection? Technically? fundamentally? After all Japan is still No 3 globally, in economic terms.
    Apr 24, 2013. 07:26 AM | Likes Like |Link to Comment
  • Gold: A Bright Shining Lie? [View article]
    Hi John
    I appreciate not just your article but also the effort, tone and sensitivity with which you approached a hotly disputed subject. Clearly it will take more than that to convince those bogged down by stubborn ideological or historical prejudices on which many comments seemed to base their counterarguments. but there are also some worthwhile extensions to your view points, and you graciously acknowledged that.

    My question to you is: the use and perceptions of gold changes especially since 1971, are there any social parameters you would research to add to economic ones?
    Apr 19, 2013. 04:22 AM | 3 Likes Like |Link to Comment
  • Investing In American Depository Receipts: A Close Look At 4 Names [View article]
    A very stereotypical view of countries and regions, scary. Failing to grasp the interconnectedness of companies globally is common but has no place in a sound strategy. Cliches are best left at pub gate when you leave. unless you discarded all these attitudes in your assessment of the stocks how forward looking can your stock assessments be? The world has turned while you were sleeping...
    Mar 21, 2013. 02:06 AM | 1 Like Like |Link to Comment
  • Financial Transaction Tax Punishes Main Street more than Wall Street [View instapost]
    frankly your arguments seem flimsy and certainly without real substance: the law has yet to be fully defined, as to who will have to pay and how much, what exceptions there will be etc. Your worry about main street is unwarranted as they may well be the beneficiaries from less speculation, and less volatility which may be one of the benefits.

    As for the manager who does not sell (or buy) because of tax, sack him. He needs to get his priorities straight. Indeed, the question is whether we actually do need this kind of nanosecond trading. It does nothing to value the underlying asset correctly, it merely speculates on finding a buyer that is dumber than they are (see margin call movie).
    Dec 30, 2012. 11:21 AM | Likes Like |Link to Comment
  • What The Heck Happened In China? [View article]
    Before writing an article about the country that the Western public conveniently has identified as a threat to their culture should you not at least sweep in front of your own doors first. There is plenty of problems to sweep up. As for China, the cheap manufacturing is welcome globally, so are most of its goods, but the West's lack of grasp about the Chinese way of doing things numbs your senses, and ability to respect the truth. China bashing may suit the political interests of some who will probably regret their comments later.
    So it is with PMI. The figures from the government are not MORE wrong or right than US PMI figures. Indeed, they probably have and use a more comprehensive set of data than HSBC, which relies on surveying a select group of willing participants. As for the latest figures, the seasonal factor is providing the extra lift, as they always do after the spring festival. To really comment on a trend (rather than gleefully pointing out discrepancies) we should wait for another 2 sets of PMI figures. This is just my view as a European having lived in Asia half my life.
    Apr 4, 2012. 06:20 AM | 3 Likes Like |Link to Comment