Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
Article discussing how low growth, low yield environments are good for equity income investing.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article examining the economic effects and investment implications of the US fiscal cliff agreement
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
(All sites are in English)