from Breakingviews:

Investment acronyms shift from optimism to angst

February 2, 2016

The author is a Reuters Breakingviews columnist.  The opinions expressed are her own.

from Breakingviews:

Fund glut will send Asia’s buyout barons off-piste

December 30, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Morning Bid with David Gaffen:

Selloffs Can’t Happen When Markets Are Closed

July 9, 2015

One lesson the Chinese have figured out in the last few days, and the same goes for whatever squirrel chewed through the wires at the NYSE to cause a three-hour trading halt, is that markets can’t go down when they’re closed.

from Morning Bid with David Gaffen:

When you wish upon a star

March 12, 2015

The day is filled with a number of events, most of which couldn't overwhelm the entire market, but remain important in their own right as both sentiment indicators and as signals of where demand is going for particular assets:

from Edward Hadas:

The big question for asset managers

By Edward Hadas
March 12, 2015

The little question for asset managers is why they earn so much. Buyside pay could soon overtake that of the investment bankers, the traditional “masters of the universe.” But the bigger question is what the industry should do with the $150 trillion it manages.

from Global Investing:

Strong dollar, weak oil and emerging markets growth

October 17, 2014

Many emerging economies have been banking on weaker currencies to revitalise economic growth.  Oil's 25 percent fall in dollar terms this year should also help. The problem however is the dollar's strength which is leading to a general tightening of monetary conditions worldwide, more so in countries where central banks are intervening to prevent their currencies from falling too much.

from Breakingviews:

Traders need help to make Wall Street shine

October 8, 2014

By Antony Currie

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Global Investing:

Betting on (expensive and over-owned) Indian equities

August 20, 2014

How much juice is left in the Indian equity story? Mumbai's share index has raced to successive record highs and has gained 24 percent so far this year in dollar terms as investors have bought into Prime Minister Narendra Modi's reform promises.

from Global Investing:

Sanctions bite Russia but some investors are fishing

August 14, 2014

By Andrew Winterbottom

Russian stocks are up today, for the fifth day in a row and at the highest level in two weeks. What's going on? As we wrote  here earlier in the week, foreign investors have been fleeing this market.  However it could be that some of them are starting to put aside concerns about the potential for further sanctions on Moscow and are scouring Russia's stock markets for contrarian buying opportunities.

from Breakingviews:

U.S.-backed China tech shows investment curb folly

August 1, 2014

By Robyn Mak

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.