Showing posts with label Reuters. Show all posts
Showing posts with label Reuters. Show all posts

Saturday, December 1, 2012

Robert Kraft reflects on the Patriots rise and why he loves the game

Sovereign debt 401 with Lee C. Buchheit

Internationally renowned sovereign debt adviser Lee C. Buchheit sits down with Reuters columnist Felix Salmon to discuss his efforts in Greece, what's next for Spain and Italy and the future of the euro zone. (November 15, 2012)

Quantitative easing a time bomb: Stephen Roach


Break up the big banks: Dr. Doom

Henry Kaufman, the famed "Dr. Doom" of the 80s, reflects on the origins of the fiscal cliff, offers his opinion on Ben Bernanke's performance, and says now is the time to break up the big banks.

Carson Block looks inside China's "massive slowdown"

Combining market research and gangster rap to uncover fraud in China, the founder of Muddy Waters Research tells Reuters why he thinks Beijing's all crunked up. He also waxes on Apple. Should Tim Cook be worried?

Friday, November 16, 2012

Reuters: Asia's hedge funds wither


A good read on the sad state of Asia's Hedge Fund Industry
- Asia's roughly 1000 hedge funds manage $144B, a 30% drop from 2007
- The proportion of Asia hedge funds with AUM under $20M is 42% up from 29% in 2007
- 86% of Asian hedge funds manage less than $200M, considered the threshold to attract institutional investors
- $800M has flowed out of Asia hedge funds this year, starving the sector of capital, and at least 73 funds have shut down
- Even funds with good performance have had problem attracting capital because their small size prevents institutions from investing, given that these institutions typically have large minimum ticket sizes.

Wednesday, February 22, 2012

Jim Rogers happy to sit out equity bull run

Ol' Jimmy Rogers is on Reuters Insider today saying 2012 is the year of elections, so we may have to wait until 2013 for problems to resurface. In a second clip, he says that the Greece deal is a sham.