Archive outlook
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Riding the rally – the baby bull after its first year
As the smoke clears after blowing out the candles, will the rodeo continue or is it time to head for the abattoir?
It’s hard to believe, but the bull market rally celebrated its first birthday in recent days. Almost exactly …
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Are we really casting pearls before swine?
Crisis management in Greece – no need for the “Greek yoghurt” recipe, we know it already
“Give not that which is holy unto the dogs, neither cast ye your pearls before swine, lest they trample them under their feet, and …
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Eastern promise – yield reality
Without Asia, there would be only a tortuous recovery from the crisis
Asia is the most populous continent, counting more than 4 billion inhabitants, or more than 60% of the Earth’s population. It is not only in this respect that …
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Dubai(ous) – all that glitters is not gold
The tables have turned: how to destroy a financial reputation
Last week, the state-owned company Dubai World (which has debts of around USD 59 billion) shocked the international markets by asking for a six-month repayment holiday, when it told its …
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Walking the high wire without a safety net?
It’s not worth going against the wishes of the IMF, although there are exceptions
Take your seats for a spectacular production, which for the time being is only showing in our neighbouring countries, Ukraine and Romania. One year ago, almost …
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March’s “all-you-can-eat” buffet
What should we put on our plate while we’ve still got the chance?
As an old Buddhist saying goes: “The best way of preparing for the future is to take good care of thepresent, because we know that if the …
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Brave new world – rising inflation
The commodities market – A natural hedge against growing prices
These days many countries are faced with inflation rates that are not merely low, but negative. On first hearing this could even sound like a good thing, but similarly to …
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Back to the future – every silver lining has a cloud?
The recession isn’t over, just (possibly) about to turn w-shaped
The various market analysis firms are publishing their opinions thick and fast, to the effect that we are now very close to the end of the global recession. Equity market …
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Summer’s here, and no problems?
Not every market has the same outlook mid-year
Half of 2009 has passed, and for now it seems that the capital markets have temporarily caught their breath after the horrors of January and February. The current rally, which is now …
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Overdose on a role
The “national gallops” are not over yet: with the rally that began in early March, most equity markets exceeded their 200-day moving average in the last third of May, and even stepped up their earlier pace to start soaring. No …
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The financial crisis has come to an end…
The last few weeks have seen an increasing number of reports and opinions variously published and aired stating that the “crisis” has come to an end – that we can already see the light at the end of the tunnel. …
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