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The death of equities… again?

ftalphaville.ft.com — The death of equities... again? Thursday's FT declares "the end of a six-decade passion for equities". Quite a claim. Institutional investors, from pension funds to mutual funds sold directly to the public, have slashed holdings in the past decade. Stocks have not been so far out of favour for half a century.

Web chat: Gail Romero

ft.com — Welcome to the Financial Times live web chat with Gail Romero who features in our Ten Questions Q&A. Gail Romero, chief executive of MBA Women International, will answer your questions on Thursday, 23 May 2012, between 15.00-16.00 GMT. Post your
Calling all businesswomen ~post your q's nw for FT webchat w/ @gmr56 CEO of #MBA #Women International http://t.co/jEZdTds6 #MissRep

China’s rich head for the exit

blogs.ft.com — There's no denying that China has come a long way in terms of economic growth. But even as the country produces ever more millionaires and foreigners flock to seek their fortunes in the world's second largest economy, many of its elites are making a dash for the exit.

The depreciating dollar

video.ft.com — The historically easy monetary policy of the US has repercussions across the globe. David Ranson, head of research at Wainwright Economics, explains to Long View columnist John Authers that this is inflationary, and that financial stress measures are warning of a possible economic slowing in the US.
Stress, as in AAA spreads, is rising, points to US slowdown (not yet recession). My video w Wainwright's David Ranson: http://t.co/mAhoP6f2

Germany has all but turned Japanese

ftalphaville.ft.com — Germany has all but turned Japanese Here's the spread between the 30 year bund and its 30 year Japanese counterpart over the past 12 months. It's just about ceased to exist. And here's a link to that irritating Vapors number. H/T James Mackintosh.

China’s rich head for the exit

blogs.ft.com — There's no denying that China has come a long way in terms of economic growth. But even as the country produces ever more millionaires and foreigners flock to seek their fortunes in the world's second largest economy, an increasing number of its elites are making a dash for the exit.

S&P: China developers on shaky ground

blogs.ft.com — Bondholders, beware. China's property developers face rising risks of default, according to the latest stress tests conducted by Moody's and Standard & Poor's. The two rating agencies published reports on Thursday that suggest the sector will continue to deteriorate over the coming months because of falling sales volumes and dwindling funding options.

The G8: How to write about pointless international organisations

blogs.ft.com — Some readers may wonder why I chose to write my column this week about the International Criminal Court, rather than the obvious subject - the G8 meeting in Japan. The reason is that I had a thoroughly discouraging lunch with my colleague, Alan Beattie.
“We are seriously concerned about this most serious outbreak of seriousness.” Alan Beattie is a genius. http://t.co/0SpgNXVc
Ah, here's a version of @alanbeattie's famous column... the only thing you ever need to read before leaders gather. http://t.co/XXMp2jMm

India needs to innovate

video.ft.com — Anand Mahindra, vice chairman and managing director of Mahindra & Mahindra, thinks Indian companies have the ability to compete in the world market. He tells the FT's James Crabtree that delivering "more for less" should be the country's mantra. (6m 50sec) Credits:Produced and edited by Kanupriya Kapoor
Harking back to our VFTT interview with @anandmahindra...wonder if still long on the #rupee given all the tumult http://t.co/dGjWBHVA

Macau: propped up by high-rollers, but for how long?

blogs.ft.com — Here we go again. Another sharp sell-off of Macau gaming shares on China slowdown fears. Industry forecasts have always underestimated Chinese high-rollers' propensity to gamble, so are the latest prediction of gloom to be trusted? The casino operators investing billions of dollars on new capacity are the worst hit, naturally.
Macau: propped up by high-rollers, but for how long? | beyondbrics http://t.co/NI1K9Awj
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