01/19/2016

Coutts: Silver lining in January clouds: Global Markets Weekly

The sharp declines across all major equity markets so far this year have certainly been painful. But we remain convinced that the underlying economic fundamentals are supportive and that our ‘pro-equity’ stance is appropriate for longer-term i

01/19/2016

Bear necessities by Tim Price

“At first sign of crisis, the ignorant don’t panic because they don’t know what’s going on. Then later they panic precisely because they don’t know what’s going on.” - Jarod Kintz.

01/19/2016

China's Five Fatal Flaws

It should not be a huge surprise that China is a source of global economic turbulence. After all, in 2010, James Chanos — the short seller who famously profited from the collapse of Enron – noisily announced his bearish position on China.