From CAPITAL MARKETS 10:41pm

Euro’s survival remains the big bet

Investors are asking if Germany might return to the Deutschmark

May 29, 2012

Betting on yen and Japanese equities

May 28, 2012

Eurozone’s ties that bind grow tighter

May 24, 2012

Risks for bargain hunters in Europe

May 23, 2012

Investors get foretaste of eurozone summer

May 22, 2012

Hope triumphs, but could soon peter out

May 21, 2012

Germany cannot stay a haven indefinitely

Berlin will be hit hard whether or not euro survives

May 17, 2012

Sausages or sushi: a dim sum game

There have been investments worse than European exporters to China. But not many

From CAPITAL MARKETS May 16, 2012

Real fear is not about Greek savers

From COMMODITIES May 15, 2012

Gold loses its lustre

Commodity is trading like a base metal

May 14, 2012

Credit risk is back

May 10, 2012

BoJ continues to pile into bonds

Central bank ignores convention limiting JGB holdings

From CAPITAL MARKETS May 9, 2012

Eurozone bond vigilantes face risks

Buyers could suffer if Berlin is forced to backstop bloc

May 8, 2012

Vix is not frightened enough

Subdued level compared with Europe’s Vstoxx looks unsustainable

May 3, 2012

EM funds step into the periphery gap

Specialists decide some parts of bond market hold appeal

May 2, 2012

The cost of well-run companies

Good governance is usually priced into shares

May 1, 2012

America’s economy back on track

Apr 30, 2012

Australia’s silver lining clouded

Apr 26, 2012

Groupthink swaying Fed decisions

Desire for unanimity colours rate stance

Apr 25, 2012

Lessons in Britain’s austerity experiment

UK recession should not be high on investors’ worry lists

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