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.

{{content.question}}

Mastercard

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'An SMS verification code has been sent ...' }}

Hi {{ user.FirstName }}

Looks like you have already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to complete your SMS verification

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device


Verify your mobile number to proceed...

Please check your mobile number below and press the Send Verification Code button. This will be used to complete your verification in the next step.

Please sign up for full access

Mastercard

Updating information

Please wait ...

Trial

Mastercard
{{ productPrice }} / day
( GST included )
Price $0
GST $0
Discount -{{productDiscount}}
TOTAL {{productPrice}}
  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership

Mastercard

The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device


Register as a new member

(using a different email)

Related Articles