Posts Tagged ‘financing’

Don’t Be Fooled By The Reserves That I Got

One frequently repeated mantra by optimists in the current global financial turmoil is that ‘such-and-such-country has massive foreign currency reserves’ with which to protect itself from a bigger crisis. Among emerging markets, China, Russia, India, Taiwan, South Korea and Brazil are often cited as examples. However, this ignores a crucial point, namely that these reserves… [Read more]

A Liquidity Crisis Where?

One of the reasons I favoured the Gulf stock markets at the beginning of this year, when the rest of the world was crashing and burning, was that they had the one thing the rest of the world was lacking: liquidity. Accordingly, as G20 and mainstream EM financial institutions were gasping for air, most of… [Read more]


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