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By Mokgatla Madisha, Investec Asset Management. The seasonally adjusted Investec PMI declined marginally from the record lows set in March to 35.6 index points in April. While the seasonally adjusted business activity index has seen a slight uptick to 32.8 from 31.2 previously, it remains very low. A similarly increase in [...] More on this topic (What's this?) Investec: One down, one to go (The Big Pond, 4/21/09) El-Erian on the asset management business... (Consequences Unintended, 3/17/09) Hugh Hendry Eclectica Asset Management Interview (HedgeFundBlogger.com by Richard ..., 3/3/09)  By Prieur du Plessis, on May 5th, 2009 posted in: Investment, Markets, Money  5 people had their say - chime in!
A key requirement for the recent stock market gains to be more enduring and for the corpse of the bear to be put to rest, is the restoration of investor confidence. A few comments regarding this issue are highlighted in this post. [...] More on this topic (What's this?) Picture du Jour: Stock markets – it’s all about confidence (GreenLightAdvisor Views, 5/5/09) Why Simply Changing "Mark to Market" Rules Won't Lead to a Happy Ending (Money Morning, 4/10/09) Why Simply Changing “Mark to Market” Rules Won’t Lead to a Happy Ending (Money Morning, 4/10/09) By Prieur du Plessis, on May 5th, 2009 posted in: Guest Bloggers, Investment, Markets, Money Leave your comment
The US Senior Loan Officer Opinion Survey has just been published. This is an important document for assessing to what extent credit markets are thawing and confidence is returning to the financial system. The analysis presented in this post is a guest contribution by Asha Bangalore of Northern Trust. [...] More on this topic (What's this?) How to Get a Loan for College (Learn Financial Planning, 4/27/09) Senior Loan Officer Opinion Survey – credit conditions are improving (GreenLightAdvisor Views, 5/5/09) FDIC Loan Sales - The Good, The Bad and The Ugly (REIT Wrecks, 5/18/09)
This post provides links to some interesting articles I have read over the past few days that you may also like to have a look at. [...] By Prieur du Plessis, on May 4th, 2009 posted in: Economy, Guest Bloggers, Investment, Markets, Money Leave your comment
In this short quest post, Jay Bryson of Wachovia attempts to outline how the economies of Mexico and other countries could be affected by the current outbreak of swine flu. [...] More on this topic (What's this?) Swine Flu Pandemic Threatens Global Economic Recovery (Money Morning, 4/27/09) Swine Flu Stocks (Wealth Daily, 4/30/09) Black Swans and Dead Pigs - Why Swine Flu Is No Joke (Contrarian Profits, 5/5/09)
Source: Tom Toles, The Washington Post, May 4, 2009.
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