Summit Notebook

from Global Investing:

BRIC: Brilliant/Ridiculous Investment Concept

December 7, 2011

BRIC is Brazil, Russia, India, China -- the acronym coined by Goldman Sachs banker Jim O'Neill 10 years back to describe the world's biggest, fastest-growing and most important emerging markets.  But according to Albert Edwards, Societe Generale's uber-bearish strategist, it also stands for Bloody Ridiculous Investment Concept. Some investors, licking their wounds due to BRIC markets' underperformance in 2011 and 2010, might be inclined to agree -- stocks in all four countries have performed worse this year than the broader emerging markets equity index, to say nothing of developed world equities.

from Global Investing:

Time up for emerging markets?

March 25, 2010

Well, not in the long-run, no. You would be hard pressed to find an economist, investor or even politician who does not reckon the global shift in growth to Asia and Latin America is going to be the story of the coming decade, century etc.

Wealth Management: What does the future hold?

October 5, 2009

Even the rich aren’t as well-off as they were a year ago but that’s not stopping the wealth management industry from focusing on what the future of private banking will look like after the economic downturn has passed. Click below to view my latest story:

Debt collecting gets…er, sexy?

September 28, 2009

Bank employees working in call centers and reminding clients of their overdue loans used to be as far to the bottom of the banking food chain as you could be. Not any more.

Stop lumping us together! say Central Europeans

September 28, 2009

An invitation to the Reuters Central European Investment Summit may sound perfectly acceptable to many policy makers and executives but not to Czech central banker Mojmir Hampl. It’s not that he objected to visiting our Vienna office and being interviewed by a crew of editors — Hampl was ready and willing to do that. He just questioned the very idea of lumping together all the different countries in a very diverse region.

Emerging Europe – what’s next?

September 25, 2009

 

Reuters Central European Investment Summit, September 28-30, 2009

 

The former Communist countries of central Europe have been the last to be hit by the global economic crisis, but th e hit they took was among the hardest. Only big neighbour Russia’s deep plunge into recession is rivaling the sharp fall from record economic growth that’s in store this year for the economies between the former Soviet Union and Western Europe.

Expect action in Japanese M&A

July 7, 2009

After falling off a cliff at the start of this year as the global financial crisis gripped, mergers and acquisitions by Japanese companies overseas are likely to pick up again in the second half of this year, according to boutique Japanese M&A advisory firm Recof Corp.

AUDIO – A new emerging market for real estate

June 23, 2009

Remember the good old days where — if you lived in the United States anyway — people would talk about “emerging markets”?

Paper makers bet on sector despite clouds ahead

August 22, 2008

metsopaper_head_web.JPGDespite the dark cloud hanging over the forestry sector, most industry leaders said they still see the paper business as a good investment.