In this week's round up Kohler queries the resilience of the recent market rally, Gottliebsen examines how Australia will fare if a recovery eventuates, and Bartholomeusz explains why the Rio-Chinalco deal is different.
Investors, sick to death of the bear market, are leaping back into equities without the slightest care that the economic news from the world's political leaders is still grim
A two-pronged recovery
Global rescue packages are working better than anyone could have imagined. At the same time, huge demand for metals is good news for Australia. Longer term, however, these forces will come into conflict.
It's all about Rio
Rather than a general rejection of foreign investment, or even Chinese investment, the debate around the Rio-Chinalco proposal is specific to the deal and the context in which it was agreed.
Skin in the game
IOSCO's report into shadow banking recommends the sponsors of securities be required to retain long-term exposure to their products as a way of improving transparency and the pricing of risk.
Roubini's ray of hope
Nouriel Roubini, the economist who called the global financial crisis three years ago, is now sounding more optimistic about a recovery than many of his peers.
Coles' ripening fortunes
Q&A by Isabelle Oderberg:
Ian McLeod has not encountered any issues in his job heading Coles that he hasn't seen elsewhere, but he's never before seen them all in one place.