The Great Debate UK

from Global Investing:

What fund managers think

June 16, 2010

Bank of America-Merrill Lynch's monthly poll of around 200 fund managers had a few nuggets in the June version, aside from the usual mood-taking.

Pranab Bardhan on the economic rise of China and India

May 31, 2010

In its May economic outlook, the Organisation of Economic Cooperation and Development projected upward growth outlooks for BRIC countries Brazil, Russia, India and China — the world’s four largest emerging economies.

Resilience in the luxury market amid downturn

By Ben Hughes
March 18, 2010

Ben Hughes- Ben Hughes is deputy CEO and global commercial director at the Financial Times. The opinions expressed are his own. -

from The Great Debate:

Goodbye America, Hello China? Think again

By Bernd Debusmann
March 12, 2010

For the growing number of Americans who see China heading for inevitable global dominance, nudging aside the United States, a brief walk down memory lane helps put long-term predictions into perspective.

from The Great Debate:

Tightening underway, Fed a passenger

February 23, 2010

A tightening in financial conditions is under way but its principal architect won't be the Federal Reserve.

from The Great Debate:

At least U.S. has Japan to fall back on

February 18, 2010

(James Saft is a Reuters columnist. The opinions expressed are his own)

The bad news for holders of U.S. debt, in case you missed it, is that China has sold so many Treasuries that it is no longer America's leading lender.

from Breakingviews:

First Shanghai IPO of 2010 is an encouraging flop

January 28, 2010

Shanghai has had its first new issues disaster. XD Electric fell 1.4 percent on its first day of trading. That might not sound so bad, until you consider that Chinese initial public offerings in the last six months rose an average 80 percent on their first day. It might be a welcome sign that China's stock market investors are become more discerning.

from Breakingviews:

China needs fertilizer more than steel

January 28, 2010

China needs fertilizer more than steel. If the Middle Kingdom's industrialization follows the course of other nations, per capita demand for infrastructure like concrete and steel will peak long before meat consumption.

from Breakingviews:

Chinese short-selling will be no bear’s picnic

January 25, 2010

Hedge funds watching China's markets are licking their lips at what they see as the best shorting opportunity since Enron. But while plans to allow short-selling are imminent, this won't be a bear's picnic. Beijing's plans to allow two-way equity bets will give foreigners little chance. Borrowing individual stocks will be tricky, even for locals.

from Breakingviews:

Cash, not China, is Google’s biggest problem

January 21, 2010

Cash, not China, is Google's  biggest conundrum. More precisely, where should the search giant point its gusher of greenbacks?