Market Sentiment & Lateral Thoughts
A dramatic rise in far-right populism is behind election uncertainty.
Italy’s anti-migrant, Eurosceptic 5-Star Movement is running far ahead in the polls with an estimated 28 per cent of the vote. … Read the rest
THE failure of the Chinese and Indian authorities to clear up fraud and corruption, is hurting growth.
China’s so-called “shadow banking” comprises complicated, unregulated loans and wealth products. The system is widely regarded as the … Read the rest
The Indian diamond industry is huge. In terms of the volume of carats bought and sold, India by far, is the world’s biggest market. The alleged $1.77 billion debt fraud … Read the rest
The big surprise for most foreign investors will be moves to clean up “Shadow Banking”. The National People’s Congress (NPC) March meeting will point the way ahead. Action should take place soon after. The … Read the rest