from Global Investing:

A shoe, a song and the promise of the West

December 16, 2011

I found myself at Selfridges this week, specifically in what the London retailer says is the world's largest shoe department.

from Global Investing:

Emerging consumers’ pain to spell gains for stocks in staples

September 1, 2011

Food and electricity bills are high. The cost of filling up at the petrol station isn't coming down much either. The U.S. economy is in trouble and suddenly the job isn't as secure as it seemed. Maybe that designer handbag and new car aren't such good ideas after all.

from Nick Vinocur:

Negative rates: why not?

October 5, 2009

Here’s a tip for anyone curious to know where the next generation of monetary policy tools is being dreamt up: Look north.

from Global Investing:

Another nail in the Malthusian coffin?

September 22, 2009

All the talk of addressing the global imbalances throws a spotlight on contrasting demographic trends in the world's two most populous nations -- China and India.

from Global Investing:

The Big Five: themes for the week ahead

August 10, 2009

Five things to think about this week:

APPETITE TO CHASE? 
- Equity bulls have managed to retain the upper hand so far and the MSCI world index is up almost 50 percent from its March lows. However, earnings may need to show signs of rebounding for the rally's momentum to be sustained. Even those looking for further equity gains think the rise in stock prices will lag that in earnings once the earnings recovery gets underway, as was the case in past cycles. The symmetry/asymmetry of market reaction to data this week -- as much from China as from the major developed economies -- will show how much appetite there is to keep chasing the rally higher. 

Crouching Buyer, Hidden Bargain

January 15, 2009

The terrible U.S. retail sales  racked up in December — called a “horror show” by ING — were all the more gruesome because of the sales on offer to customers in the run up to Christmas. Shops weren’t exactly giving things away, but their generosity knew few bounds.