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Morgan Stanley: Firing the Last Round
To explain why, since initiation in late 2006, we have framed our market call by varying our equities weighting within pre-defined limits, a digression into Jonathan’s personal history may be relevant: I would not be here if my grandfather had
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CFI Political Diary for Emerging Markets for 2012
Date Country Event January – March Egypt Parliamentary Elections January 14 Taiwan Parliamentary and Presidential Elections March 4 Russia Parliamentary Elections March 29 Iran Presidential Elections April South Korea Parliamentary Elections May Algeria Presidential Elections June Egypt Presidential Elections June
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CFI Top 25 Cities In Emerging Markets To Do Business
CFI has identified the best emerging market cities to do business in this year. We have chosen not to rank the cities as their relative competitiveness really depends on what the company in question is actually seeking as their critical
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BRIC Economies
The BRIC countries label refers to a select group of four large, developing countries (Brazil, Russia, India and China). The four BRIC countries are distinguished from a host of other promising emerging markets by their demographic and economic potential to
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2012 CFI Top 100 Emerging Markets Companies’ Nominations
The 2011 CFI Top 100 Emerging Market Companies were compiled by using the nominations and the votes from CFI’s subscriber base and in addition by the judges on the editing board. The criteria included financial performance, such as sales and
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WEF India Summit: Finally, Something Worth Watching
There are downsides to arranging a panel at a conference like the World Economic Forum’s India Economic Summit with broadcast media as partners. This afternoon, a session on corruption started 40 minutes late as we waited for Kiran Bedi, anti-corruption
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CFI Investment Outlook 2012
This year, CFI sees stronger growth in both GDP and company profits in the BRIC economies and the other emerging market economies than in the US, the Eurozone and Japan. The recession in the Eurozone will clearly put a damper
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BRICS Countries Crystalize Spirit of Practical Cooperation at Delhi Summit
By Xinhua writers Liu Chen, Mao Xiaoxiao, Wu Qiang As the Fourth BRICS leaders meeting drew its curtain Thursday in the Indian national capital here, the leaders of the five BRICS countries issued the Delhi Declaration. Experts think that at
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Credit Suisse: Reflation Rally?
Pricing in a recession, but not a financial crisis. Figure 1 highlights that Asia Pacific ex Japan price-to-book has now dropped to 1.52x, close to the 2001 recession level of 1.4x. We believe Asia is already pricing in a recession as
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Singapore to Allow Domestic-Foreign Law Firm Mergers
Jessica Seah, The Asian Lawyer (15/02/12): Singapore’s Parliament has approved legislative changes that would clear the way for mergers between international and domestic firms. The island nation’s Ministry of Law had announced Tuesday that it had proposed amendments to Singapore’s Legal
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