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    1. FT Alphaville

      May 22, 2015

      China: staggered reform on one side, equities on the other

      From SocGen’s Wei Yao, a chart we’re very tempted to plonk beside one of China’s equity markets: Actually… Perfectly...

    2. March 5, 2014

      Art and Life: 1920-1931, Kettle’s Yard, Cambridge, UK – review

      Today, Ben Nicholson’s reputation rests above all on the extreme abstraction he developed in his bold, minimal...

    1. July 5, 2013

      Snapshot: ‘Boy with a Cat’ (1926), by Christopher Wood

      The “Boy with a Cat” is a portrait of Jean Bourgoint by the English artist Christopher Wood (1901-1930). The two met in...

    2. June 7, 2013

      Tokyo’s tumble doesn’t bother me a bit

      Only a matter of weeks ago I was amusing a conference audience by showing them my happy chart of the huge rise in the...

    3. April 10, 2012

      Alfred Wallis: Ships and Boats, Kettle’s Yard, Cambridge, UK

      Alfred Wallis became famous only in old age after Ben Nicholson paid his first visit to St Ives in Cornwall with his...

    4. August 17, 2011

      John Piper in Kent and Sussex, Towner, Eastbourne

      John Piper became an artist in defiance of his father, who urged him to join the family firm of solicitors. But...

    5. March 18, 2011

      Why I’m sticking with Japanese stocks

      Regular readers will know that I have long been a fan of the Japanese stock market – for the simple reason that unlike...

    6. FT Alphaville

      March 9, 2011

      More on Japan's odd metamorphosis...

      No, it wasn’t Wednesday’s earthquake, even though it prompted the normally staid fixed income commentators at RBS...

    7. February 25, 2011

      A few words on why people no longer invest

      If you can’t explain it in a single sentence, don’t invest. This old saying – attributed at various times to Warren...

    8. FT Alphaville

      June 11, 2010

      China overheating?

      Here’s a pop-quiz for China-watchers on Friday: Does this: Chinese inflation exceeds 3% target Chinese inflation has...

    9. FT Alphaville

      June 4, 2010

      Time for the 'Spanish flu trade'?

      Spanish banks rapidly seem to be becoming the ‘new Greece’, or rather, a key focus of eurozone concern, as their shares...

    10. FT Alphaville

      May 25, 2010

      China, A-shares and double-dip recessions

      A big swing up – and back down – for Chinese stocks at the start of the week spoke more eloquently than any analyst...

    11. FT Alphaville

      May 18, 2010

      China's bright-ish future, according to CLSA

      “The future looks bright, all right, but not that bright” — although China’s beacon is still very much shining,...

    12. FT Alphaville

      March 3, 2010

      Sovereign risk and EM bulls and bears

      “The financial system is broke and we are all doomed.” So says Marc Faber, making yet another splendidly bearish splash...

    13. February 4, 2010

      Hong Kong and Shanghai pick up pace

      The first back-to-back gains for stocks in the region for three weeks was powered by the biggest rises of the year in...

    14. February 3, 2010

      Asian indices enjoy back-to-back gains

      The first back-to-back gains for stocks in the region for three weeks was powered by the biggest rises of the year in...

    15. FT Alphaville

      January 26, 2010

      Greed & Fear and David Stockman on where it all went wrong

      CLSA’s Christopher Wood in an extra edition of his weekly Greed & Fear newsletter highlights a timely criticism of the...

    16. December 10, 2009

      JPMorgan takes Asian accolade

      JPMorgan has knocked UBS off the top spot as the best equity house in Asia, according to a new survey of fund managers....

    17. FT Alphaville

      December 4, 2009

      Trichet and the Dubai spectre in low-speed Euroland

      With the Dubai noise over the past week, it is worth asking where similar debt concerns might suddenly shock markets,...

    18. FT Alphaville

      November 6, 2009

      Why Asia may shake off an S&P correction

      The risk of the biggest US equities correction since the March low on the S&P500 has increased over the past week — but...

    19. FT Alphaville

      October 7, 2009

      Reflation, deflation, greed & fear...

      Should we be worrying about inflation? Deflation? Reflation? Or, perhaps, as CLSA’s Asian equity strategist Christopher...

    20. FT Alphaville

      September 4, 2009

      The ups and downs of Japan's first post-LDP week

      It has been a very bad week for stocks and (LDP) politicians in Japan. Commentators might still be excited over the...

    21. FT Alphaville

      August 20, 2009

      Indonesia's year of living safely

      Even in Asian investment circles, it can come as a surprise to learn that the world’s second-best performing stock...

    22. FT Alphaville

      August 3, 2009

      Doom, gloom, greed & fear: What markets should expect next

      There’s no joie de vivre or bull sentiment behind their views but both CLSA’s Christopher Wood and Marc (aka Dr Doom)...

    23. FT Alphaville

      June 29, 2009

      Of con men, spivs and 'gangreenous' stocks

      The headline on a recent Bloomberg stock market report out of Japan said it all: “Japan Stocks Rise on Green Technology...

    24. FT Alphaville

      June 22, 2009

      Apres le rally, look to Asia and to gold

      Hold on equity investors – and look to Asia, if some are to be believed. There is general unease among investors ahead...

    25. FT Alphaville

      June 15, 2009

      Greed, fear, interest rates and bond yields

      Too many eyes – and too many concerns – focus right now on the Fed’s next move and the trajectory of US bond yields,...

    26. FT Alphaville

      June 8, 2009

      The dollar, US jobs and a risk that could derail markets

      The dollar seems to be bouncing back from its lows last week, due partly to better-than- expected US jobs data last...

    27. FT Alphaville

      May 22, 2009

      Nouriel's 'perfect storm'

      So the ubiquitous doomster, Nouriel Roubini, is at it again (the man never stops). “Don’t believe the optimists”, he...

    28. FT Alphaville

      May 19, 2009

      India: Time to change those Asian asset allocations?

      Get rid of a few Communists and see what happens… India did just that in its weekend election, handing the ruling...

    29. FT Alphaville

      March 20, 2009

      Restructure or punish? Bonus rage wins, for now

      Is America’s escalating ‘bonus rage’ eclipsing all those lesser, irritating issues such as teetering financial...

    30. FT Alphaville

      February 24, 2009

      What's coming next, from the 'Man Who Saw It Coming'

      The litany of dire predictions for currencies, commodities and the global economy in general not only seems endless –...

    31. FT Alphaville

      January 20, 2009

      Pink picks

      Comment, analysis and other offerings from Tuesday’s FT, Insight: Christopher Wood – Western banks should follow the...

    32. January 19, 2009

      Insight: Swedish model for western banks

      As newspaper headlines are full of stories about more forced capital injections by governments into leading American...

    33. March 26, 2008

      Subprime saga packs a global punch

      As the subprime saga has unfolded in recent months, it has packed a powerful - and somewhat unexpected -...

    34. March 25, 2008

      Subprime saga packs a global punch

      As the subprime saga has unfolded in recent months, it has packed a powerful – and somewhat unexpected – ­globalisation...

    35. March 8, 2008

      Japanese pin the blame on their politicians

      It's the politics, stupid. The mantra for Japan's sickly stock market is getting louder. "Economists, brokers,...

    36. March 7, 2008

      On Asia: Japanese point finger at usual suspects

      It’s the politics, stupid, The mantra for Japan’s sickly stock market is getting louder. Foreign and local economists,...

    37. FT Alphaville

      February 22, 2008

      The fallout for China equities -- and the rating agencies

      China is in the sights of CLSA’s Christopher Wood this week, as he asks about threats to China’s booming equity story,...

    38. February 19, 2008

      US banks quietly borrow $50bn from Fed via new credit facility

      US banks have been quietly borrowing massive amounts of money from the Federal Reserve in recent weeks by using a new...

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