The 2007 Club holds key to asset bubble analysis, says CS
If you want to know whether asset bubbles are forming in the equity space, check out of The 2007 Club, says Sakthi Siva, head of Asia Pacific and emerging markets strategy at Credit Suisse.
The world’s leaders [were] focused on quantitative easing, currency wars, capital flows and the global recovery at the G20 meeting in Seoul. But there is another, less well-known grouping of countries that is worth looking at as we ask whether asset bubbles are forming in Asian equity markets: The
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