Eyes down for a fresh look…

Takeaways: The Eurozone, UK and ‘emerging markets’ have something in common: the sharp juxtaposition of optimism and concern. In varying degrees; but the contrast between opportunity and threat highlights the complicated patchwork of growth and risk companies are navigating. Was it ever thus? Risk isn’t new, but perhaps there is more flying in from ‘leftfield’ … More Eyes down for a fresh look…

Emerging markets should resist systemic crisis

The eerie post-taper calm is over. Disappointing Chinese data appears to be the proverbial straw that broke the back of emerging market confidence. Arguably, disappointing economic news from Beijing disrupts emerging market capital flows as much as any monetary missive from Washington. Unsurprisingly so, since so many emerging economies fortunes are closely tied to China. … More Emerging markets should resist systemic crisis