Opinion/Economics

Talkingpoint - 2007 outlook

Change is in the air for 2007. A deterioration in credit quality and concomitant rise in default rates may presage a tough year. We asked five leading market participants for their outlook

Awakening giant?

Some circumstances endure long enough to become embedded in the unexamined assumptions of a generation. In the case of the Japanese economy, these assumptions could prove costly, argues David Rowe

All risk, no reward

Don't be fooled by tight spreads in emerging markets, warns Amy Falls. Just because you're not being paid to take on risk doesn't mean there isn't any