Practical analysis for investment professionals 
Arnab Das, managing director of research and investment strategy at Roubini Global Economics, argues the most important parallel issues are the distribution between creditors and debtors and the balance between future and present economic activity. Read more
Leave a CommentWillis Sparks discussed whether we are likely to see more market-moving turmoil in the US, Europe, and the Arab world over the next decade and why geopolitics is increasingly becoming a factor in investment decisions. Read more
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Protests in the Middle East have spilled into another week. But as Harvard University international affairs professor Meghan O’Sullivan reminded attendees in an opening keynote address at the CLSA Investor Forum in Hong Kong — just a day after four US embassy personnel, including the ambassador, were killed — the unrest should not distract from more fundamental geopolitical tensions in the region that hold important long-term implications for investors. Read more
4 CommentsMichael O’Sullivan, head of portfolio strategy and thematic research at Credit Suisse, shares seven ideas to spur economic progress in the Middle East and North Africa region. Read more
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Top posts from last month included articles on JPMorgan Chase’s $2 billion loss, recent 13F filings, and the opportunities in frontier markets. Read more
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Frontier markets are often thought of as inhospitable investing outposts where corruption abounds and investors face outsized risks. Notwithstanding, the safety and integrity of frontier markets has greatly improved over the past decade, and their growing popularity with professional investors is testament to the fact that the risk-adjusted returns offered by frontier markets are indeed attractive. Read more
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Social media highlights from the flagship event in the Middle East for CFA Institute, held 25-26 March 2012 in Doha, Qatar. Read more
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Marc Faber, editor of “The Gloom, Boom and Doom Report,” believes that the question to be asked over the next decade is not “where will my returns be highest” but “where will I lose the least money?” Read more
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