Belgium: Reducing debt remains the main challenge

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“Our near-term view on Belgium has slightly improved, with the preparation of a comprehensive consolidation strategy by the caretaker government. However, the ongoing political impasse keeps us cautious, as Belgium remains vulnerable to a shift in market confidence, given its sizeable public debt and the uncertain market environment, said Olivier Bizimana of Morgan Stanley in this guest post. […]






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Jim Chanos says he might not be bearish enough on China real estate

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Hedge-fund manager Jim Chanos said investors concerned that U.S. technology stocks such as LinkedIn Corp. are overvalued should turn their attention to China. […]






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Laugh out Loud: It’s the “new normal”

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It may be a while before we see the “old usual” again. […]






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South African stocks: Resources offering value again

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The South African stock market is again offering pockets of value after coming off the boil since South Africa’s perfect investment storm in 2010 of low inflation, a strong rand, higher inflation rates than in developed markets, the extremely successful 2010 FIFA Soccer World Cup and, on top of it all, an […]

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