Practical analysis for investment professionals


Philippines: From “Sick Man of Asia” to “the Next Asian Miracle”

The Philippine economy has come a long way in recent years, but daunting issues remain. Can it sustain the momentum?

Poll: What Will Foreign Central Banks Do as the Federal Reserve Unwinds QE?

The FT/IMF recently reported that more than 62% of foreign central banks' assets are denominated in US dollars, of which a significant portion is in US Treasuries.

Is It Time for the Fed to Contract Its Balance Sheet?

The Federal Reserve can keep their balance sheet at the current size (and keep the risk asset party going) or they can position themselves to be able to hike rates, but they cannot do both. An analysis of the tools that they have at their disposal.

Two Views on the QE Endgame: Avinash Persaud and Richard Duncan

At the recent CFA Institute India Investment Conference in Mumbai, attendees were presented with two very different perspectives on quantitative easing.

Roundup: India Investment Conference — The Road Ahead for India and Emerging Economies

A collection of highlights from Fourth Annual India Investment Conference. Different sessions at the event explored different views on the tapering of quantitative easing in the United States, specified challenges and key factors in sustaining economic growth in India, predicted future trends of the rupee, highlighted how the global energy landscape is affecting local oil prices, and issued a wake-up call for practitioners regarding ethical issues facing finance industry.

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.