By Satish Pulle, Lead Portfolio Manager at ECM Asset Management The IMF’s October 2013 Financial Stability report has some comprehensive analysis of the market factors affecting emerging market debt. While there is not a great deal of new information, the data is useful to understand the drivers behind the current weakness and more importantly, […] Read more »
“Summers vs. Carney ” – Financial Sector Malaise The Primary Driver Or Not?
By Stephen Lewis, Chief Economist of Monument Securities With his talk of ‘secular stagnation’, Prof Summers has prompted a welcome reassessment of what ails the global economy. For five years, policymakers in the advanced economies have been taking measures of unprecedented vigour, with a view to restoring full employment, but the results have been uniformly […] Read more »