Michael Pettis reviews the growth track record of China over the past decades and discusses how rebalancing from an investment and export driven economy to a more consumption focused economy could take place going forward. He also discusses Renminbi internationalization and the impact that China’s rebalancing could have on Australia and similar commodity exporting countries.
Yin Toa Lee, CFA, reviews the new global regulatory initiatives and changing accounting standards and their business impacts on Asian financial institutions. He discusses what board, management, and audit committees should be doing today to prepare for such significant changes, including issuing communications to the investor and analyst communities.
Roger G. Ibbotson argues that a liquidity strategy meets the criteria for a legitimate and sustainable style with clear performance advantages.
Donald MacKenzie gives a sociologist’s perspective on the capital markets and discusses how cultural differences within firms can create valuation discrepancies. Professor MacKenzie also discusses the role of sociology in risk management.
John W. Rogers, Jr. discusses his 30 years of investment experience and compares today’s markets with those of the early 1980s.
Paul D. Kaplan, CFA, shares his analysis of the Synthetic Risk and Reward Indicator (SRRI) that has been introduced by the European Commission for investment funds as a part of the UCITS.
Latin America creates an interesting set of investment opportunities in light of its potential for economic growth and the development of its financial markets. Melvin Escudero discusses some of the elements that will be critical for Latin America's continued growth in the future.
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