Hints and tips:
...Her brother Lewis died when he was about to turn 22, beaten down by a job at a salmon cannery....
...If you cannot beat ’em, you have to join ’em in the swamp — or so the argument goes....
...In the top ten, not even Nestlé piles ’em high and sells ’em cheap. The exception country-wise is Japan — but only because its long obsession with quality even overwhelmed any focus on shareholders....
...“People will love ‘em.”...
...That happened in the first decade of this century, but not since, leaving EM shares with low valuations....
...“It is not that the Englishman can’t feel — it is that he is afraid to feel,” EM Forster wrote in 1926. “He has been taught at his public school that feeling is bad form....
...That’s fine, I’m gonna take your house. Ludovic Hunter-TilneyI’ll put that one right down. Taylor Nicole RogersLike a thousand. Ludovic Hunter-TilneyI will wager quite a lot....
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...For instance, the rising narrative around EMs’ economic resilience — with fewer than anticipated debt defaults in the aftermath of the pandemic — risks playing down the pockets of vulnerability that still...
...It takes just a few weeks and once fermented, the waste — now nutritious compost — can be dug into our soil or added to the compost heap....
...Chinese stocks are down 40 per cent from their 2021 peak and 11 per cent this year. Comparisons to the S&P 500, or the Topix, or EM ex-China indices look ugly....
...So the fundamentals are better for EMs now that there are some wars going on. And the valuations are perfectly reasonable to cheap. That to me seems like a set-up for 10 years of EM outperformance....
...It’s an apt message given it will take many more good years for Tiger to be a winning team again, and claw back to its high-water mark....
...Cboe board member Fredric Tomczyk will take over as chief....
...But what would it take for Kolanovic to change his mind?...
...“The whole idea is that you don’t have to take suiting seriously,” she says. “It’s an armour against the world, but it’s also meant to be fun.”...
...At a price/earnings ratio of 23, the Sensex is near the top of its historical range and at a premium to the US, world and EM indices....
...“The government can’t afford for that disbursement not to take place,” he said. But he added that the devaluation would have a strong impact on inflation in the run-up to the election....
...But, actually, we know how to drive the price down. And we have to get out of this notion of: ‘there’s only 1 per cent of whatever; therefore it will take a thousand years to get up to 100 per cent.’...
...How Greenhill’s Scott Bok scored a $78mn payday Know when to hold ‘em, know when to fold ‘em, sang the crooner Kenny Rogers. Scott Bok knows this rule of thumb well....
...Bored with the idle luxury of the gated resort they’re not supposed to leave, James and Em take a day trip with another couple, giggly Gabi (horror high-priestess Mia Goth) and Alban (Jalil Lespert)....
...Incidentally, travelling one mile down that road would take you roughly to the foot of the Devil’s Staircase, so, uh, good luck in 2025 everyone! UBS Wealth Management Curves. More curves....
...UK fiscal turmoil matters to EM assets because it bears on investors’ willingness to take risks, especially for the many fund managers based in the UK....
...Yet EM equities have underperformed DM peers — down nearly 20 per cent since mid-2021, when many EM central banks began to tighten policy....
...They are used to take risk. Some of these products are clearly not suitable for unsophisticated investors. They need to be protected.”...
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