Free content

EM: the new safe haven?, GCC equities: looking cheap, Russia banks: arbitrage opportunities

Former general manager of the BIS Alexandre Lamfalussy warns that central banks will have much more difficulty than in the past identifying what institutions are exposed to any future emerging market crises

The most recent Merrill Lynch survey of emerging market equity allocations shows cash at a record low, and Merrills strategist Michael Hartnett tells EM that many are playing the weak dollar game

Edwin Truman argues that the greatest risk facing Asian prosperity is the failure to learn from its financial crises in the late 1990's

Michael Gomez of PIMCO discusses the rapid growth of local capital markets and the inevitable decline of sovereign external debt issuance

Investors urged to consider political risks amid global liquidity glut

Bank of Thailand tells EM it is working towards reversing capital controls imposed in December, as authorities move to free up access to onshore baht markets

Larger local bond markets have reduced sovereign vulnerabilities to external financing shocks, but a new BIS report suggests the impact of foreign fund inflows could be underestimated

EU attempts to dominate Fund are misguided, officials say

HKMA governor Joseph Yam is confident that the city-state can remain China’s financial hub, but analysts believe a renminbi repeg may be necessary to stem inflation

Weak investment, governance failings and the return of global volatility pose acute challenges for much of Asia, a decade on from its financial disaster

Tarisa Watanagase, governor of the Bank of Thailand, discusses whether volatile capital flows will disrupt small and open economies in Asia again