Global recovery: still on the up

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“Global business sentiment has notched a bit higher in recent weeks. Confidence slumped in the wake of the first round of financial turmoil coming out of Europe in the spring, but has held firm during the current wave of investor angst,” according to the results of the latest Survey of Business Confidence of the World by Moody’s Economy.com. […]






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Chanos on the myth of China’s building boom

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American hedge fund manager Jim Chanos is outspokenly bearish on China and its construction economy. Click through … […]






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Must see: “Extremely volatile” 2011 for China

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Yang Liu, co-chairman of Atlantis Investment Management, says next year will be a highly volatile for China. She tells CNBC that the following sectors will perform well: consumer goods, commodities, health care, agriculture, hi-tech and alternative energy. […]






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Mark Mobius: Rebalancing the world

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Short commentary from emerging markets guru Mark Mobius on the one-way flow of capital to emerging markets. […]






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Fed Chairman Bernanke on 60 Minutes

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Appearing on 60 Minutes, Fed Chairman Ben Bernanke discusses pressing economic issues, including unemployment, the deficit and the Fed’s controversial $600 billion U.S. Treasury Bill purchase. […]






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2011: Yes to rebalancing, no to asset bubbles and inflation risks

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In this thoughtful guest post, Chetan Ahya of Morgan Stanley discusses the outlook for the Asian region. […]






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