Boris Schlossberg, BK Asset Management; Ed Keon, Quantitative Management Associates, and Krishna Guha, ISI Group, discuss the strong euro, the play on the Japanese yen and whether the markets are fairly valued.
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A move away from debt-based currencies to a system somewhat based on hard assets is not out of the picture if the global economy doesn’t recover, some investors say.
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Chang Tou Chen, managing director and head of global banking, Southeast Asia at HSBC, expects a range of IPOs to come to the Southeast Asian markets.
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"You probably have to distinguish between different countries. I think in Japan's case it's fairly easy it's all about exchange rates and that's obviously depressing sentiment and exporters and depressing the willingness and profitability of large companies," Richard Jerram, chief economist at...
Central bankers are in the business of "currency manipulation," James Grant, editor of Grant's Interest Rate Observer, told CNBC Thursday.* He wants a "modernized, 21st century gold standard that checks the capacity of central banks to print money."
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