Comments on: A live Q&A with Mohamed El-Erian

By: pankwan

pankwan — Thu, 07 Jul 2011 13:55:04 +0000

Mr El-Erian
What are your thoughts on EM equities at the moment? A lot of people were predicting an IPO boom for the BRICS at the start of the year. This hasn’t materalised. In the case of India and South Korea, it has been an IPO slump in H1. Why do you think that is and what does it say about investor appetite for new issues from BRICS?

By: VickyinLondon

VickyinLondon — Thu, 07 Jul 2011 13:05:38 +0000

Hi Mohamed

I’m interested to know what ‘firepower’ you feel policymakers have at their disposal that they are not using – especially in smaller economies – to address some of the current economic challenges. What is the cost of this firepower?

Vicky

By: pdacosta

pdacosta — Thu, 07 Jul 2011 11:23:42 +0000

Is PIMCO too big to fail?

By: DV0909

DV0909 — Thu, 07 Jul 2011 11:01:35 +0000

When Europe collapses what happens to int’l capital flows; does the S&P remain bid or is there global contagion and risk comes off across the board. Give some sense as to timing.

By: marc5477

marc5477 — Thu, 07 Jul 2011 04:05:06 +0000

The questions above me sound so staged its hilarious.

By: Paolo17

Paolo17 — Thu, 07 Jul 2011 02:28:28 +0000

Mr. El-Erian,
my 401 allocations include:
(1) 25% in Large Cap Blend Equities
(2) 25% in Large Cap Value Equities
(3) 50% in PIMCO CORE PLUS BOND

Do you think this is a good hedging strategy?
Thanks in advance for your response

Paolo Giusto

By: ksfrank

ksfrank — Thu, 07 Jul 2011 02:23:16 +0000

What do you think of a financial transaction tax of one percent on all transactions in the United States? Could this type of tax be used to replace the payroll, self-employment, and corporate income taxes? Would this help increase consumer demand?

By: EdenR

EdenR — Wed, 06 Jul 2011 19:41:19 +0000

QE2 seemed to succeed only in driving up input costs for companies & consumers,& incentivized misallocated capital. Meanwhile, trillions in Monetary Base remain idle, Velosity continues to fall, & Duration of Unemployment continues to climb.

What adaptive thinking is required to depart from the Fed’s 1931 blindspot solution, who seem benign to market feedback,in order to target solutions where they are most effective for a debt liquidation cycle?

By: Ananke

Ananke — Wed, 06 Jul 2011 18:11:28 +0000

Do you think the modern monetary policy has been exhausted or inadequate for stimulating an economic growth?

By: kdweir

kdweir — Wed, 06 Jul 2011 15:58:55 +0000

Good Morning, Dr. El-Erian, Your recent book, “When Markets Collide”, was not only well reviewed but widely read. As you consider market fluctuations and other events in the years subseuqent to the book’s publication, is there anything that you would consider altering, or perhaps amplifying, in a second edition? Thanks.