The Weekender, September 14
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Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.
The week in emerging markets, including: our most read; five things we have learned; some long reads for the weekend; and image of the week. Plus the week in one chart: Apple.
The week’s most read:
- Brazil: the next housing bubble?
- Eike Batista and the mysterious OGX put option
- The new Chinese consumer: nothing like the west
- Guest post: what investors should make of Moscow’s mayor
- China airspace: military might puts squeeze on flights
- Dim sum bonds: they’re back, in a different way
- China’s drinks king loses rich list crown to movie magnate
- Why India’s gang rape four should not get the death sentence
- Turkey: GDP boost masks some scary numbers
- EM fund flows: the exodus continues
Five things we have learned:
- Since the collapse of Lehman, $100 dollars in the S&P 500 beats $100 in the MSCI EM – just
- Fancy some dollar-denominated African fishing vessel debt? Head for Mozambique
- Stick to the official Argentina inflation numbers, or GO TO JAIL!
- Dim sum bonds are back. At last.
- There’s a big change at the top of China’s rich list.
Long reads / guest posts:
- Steffen Reichold of Stone Harbor argued that negative sentiment on EM is overblown
- Jonathan Wheatley asked: whatever happened to the EM rout?
- Bok Deuk-Kyu of the Samsung Economic Research Institute examined the risks of Korea’s export reliance on China
Image of the week: Ruto in court
The week in a chart:
Apple’s big launch this week generated as much comment about the company in China as it did about the phones. But the markets weren’t impressed, sending the shares down.
See:
Has the moment passed for Apple with China Mobile?
China Mobile: who needs Apple? (Lex)
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