Editor, Investment Strategy. Europe, Middle East and Africa, London
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Jan 22, 2014

Corporate cash may not all flow back with recovery

LONDON (Reuters) – When the corporate cash dam bursts, everything will be ok, right? Well, maybe.

Investors betting that the past year of more than 20 percent gains in western stock markets can be echoed, or at least sustained, through 2014 have long assumed that a corporate spending revival will nurture a building economic recovery.

Jan 22, 2014

Analysis: Corporate cash may not all flow back with recovery

LONDON (Reuters) – When the corporate cash dam bursts, everything will be ok, right? Well, maybe.

Investors betting that the past year of more than 20 percent gains in western stock markets can be echoed, or at least sustained, through 2014 have long assumed that a corporate spending revival will nurture a building economic recovery.

Jan 21, 2014
Jan 14, 2014
Jan 14, 2014
Jan 13, 2014
Jan 9, 2014
Jan 8, 2014

Emerging market investors face year mined with political risks

LONDON (Reuters) – As the tidal wave of global central bank liquidity recedes in 2014, emerging market investors are growing more anxious about local political risks – and how to spot them early on.

Developing economies have had a rough ride since the U.S. Federal Reserve first mooted a wind-down of its money printing last year. The looming withdrawal of easy cash worldwide pushed the dollar and Treasury yields up and drove Western investors home, jarring countries most dependent on foreign capital.

Jan 8, 2014

Analysis: Emerging market investors face year mined with political risks

LONDON (Reuters) – As the tidal wave of global central bank liquidity recedes in 2014, emerging market investors are growing more anxious about local political risks – and how to spot them early on.

Developing economies have had a rough ride since the Federal Reserve first mooted a wind-down of its money printing last year. The looming withdrawal of easy cash worldwide pushed the dollar and Treasury yields up and drove Western investors home, jarring countries most dependent on foreign capital.

Jan 7, 2014
    • About Mike

      "Mike Dolan is Reuters' Investment Strategy Editor in Europe. He has been a correspondent and editor for the past 20 years, working for Reuters from London and Washington DC in a variety of roles covering global policymaking, economics and investment trends."
      Joined Reuters:
      1995
      Awards:
      Reuters Editor of the Year, 2009. Reuters multimedia journalist of the year award, 2011
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