Economy

As cyclical indicators worldwide indicate bottoming out and amidst crucial meetings from Jackson Hole for central banks last week to later this week the London ……Read More

Although different from complacency after strong growth into 2007, now we see complacency of a different hue. The perfect certainty recently on display in the ……Read More

Globally, we see the consumer as not the economic equivalent of bamboo green shoots—one of the hardiest and fastest growing plants used in Asia from ……Read More

Not just from the young and restless, in June/early Aug. 2009 chatter grew about valuation expansion as market driver. We unequivocally do not consider the ……Read More

With trillions of dollars of debacle still being unwound the emphasis has been on survival, but to thrive capital markets will now require higher standards. ……Read More

Cyclical data was weak in 2008 as credit crunch hit, may now be mixed and could be in recovery in 2010 but our key theme ……Read More