Ten Seconds. Are Developed Markets a Threat to Emerging Markets?
Thursday, 22 August 2013 | 2:46 am
Economic growth in the developed markets appears to be in a general if tepid recovery. The US continues to exhibit steady recovery in economic growth supported by a robust housing recovery and manufacturing which has even now widened to a slightly healthier labor market. Tempering this is a falling participation rate, which is troubling since
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Wall of Refinancing and EM assets
Monday, 12 August 2013 | 8:12 am
The wall of refinancing in the developed markets presents a high risk to emerging market fixed income assets as they divert capital away from these markets.
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Some Rudimentary Thoughts About Risk Measurement in a Simplistic Portfolio
Tuesday, 06 August 2013 | 2:58 am
A couple of thoughts on risk… In a portfolio consisting of assets of varying complexity, liquidity and aggregation structures (such as mutual funds, structured credit and structured products), the problem of risk measurement and management becomes a bit more complex.
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Philanthropic Equity.
Sunday, 04 August 2013 | 7:33 am
Let us consider a model for philanthropic, development finance. An interesting model for development philanthropy is one which provides equity capital to target low income groups to finance and encourage enterprise .
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Youth and New Graduate Unemployment
Saturday, 27 July 2013 | 7:17 am
As the world recovers slowly from the Great Recession of 2008, employment has lagged, particularly youth and new graduate employment. Why is this? Employing new graduates and the young is a longer term investment involving money, time and resources towards future productivity. Employing older, experienced workers is an investment in current productivity. Any future productivity
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