Research Watch

Japan’s Asian threat, the China syndrome, emerging markets pressures, Dow dynamics, a Buffett battle looms, and conversations in Goldman’s elevator.

As equity investors cheer the Bank of Japan’s latest reflation efforts, there are niggling fears the central bank might yet lose control: Societe Generale notes some worrying similarities with the beginning of the Asian financial crisis. Meanwhile Goldman Sachs, which has just covered its timely gold short, sees value in China despite headwinds that continue to batter emerging markets. In the US, Barron’s latest “Big Money” survey sets new records for bullishness — although John Hussman and Mark Hulbert see things differently — as asset managers mourn the death of the 60-40 portfolio model. Doug Kass prepares to go one-on-one with Warren Buffett and, on video, puppets act out secrets leaked from the Wall Street elevators.


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