https://www.alliancebernstein.com/abcom/Research_Library/AllSegments.htm
You need to register but a lot of stuff, including European Economics commentary from Chief European Economist, Darren Williams.
You can get into the site without registration if you do the following Google search and go to the top link in through the 'Cached' option (a fairly common 'backdoor' by the way), but I could read some articles but not others.
http://www.google.co.uk/search?client=safari&rls=en&q=alliance+berstein%2Bresearch&ie=UTF-8&oe=UTF-8&redir_esc=&ei=_C34TM-QD4yHhQf_87Rw#hl=en&expIds=17259,17291,25532,25907,27744,27868,27937&xhr=t&q=alliance+berstein%2Bresearch+library&cp=34&pf=p&sclient=psy&client=safari&rls=en&aq=f&aqi=&aql=&oq=&gs_rfai=&pbx=1&fp=b3b0150af0ff6fbc
There is an article from Darren called 'Can the Euro Survive' from March 2010, here:
https://www.alliancebernstein.com/Research-Publications/CMA-created-content/Institutional/Summaries/61173_EMUandTheCreditCrunch_CanTheEuroSurvive.htm
The page contains a link to full PDF document. Which is here:
Research Article Version
Thursday, 2 December 2010
Fidelity CityWire Archive Page (PDFs)
Fidelity's newsletter for Premium Account Holders is well-worth a read.
This link takes you to the index of all Citywire editions in PDF form
https://www.fidelity.co.uk/investor/news-insights/newsletter-sign-up/citywire-newsletter.page?WT.mc_id=EDCCW0075
This link takes you to the index of all Citywire editions in PDF form
https://www.fidelity.co.uk/investor/news-insights/newsletter-sign-up/citywire-newsletter.page?WT.mc_id=EDCCW0075
Anthony Bolton on China - Fidelity Webcast
Anthony Bolton - Investing in China, video 1-3 [HQ]
Anthony Bolton, one of the UK's best known investment fund managers returned to fund management in April 2010, the Chinese year of the tiger, to manage Fidelity China Special Situations PLC an investment trust focusing on the long-term growth potential of China.
In the first two episodes, Anthony looked at the sustainability of GDP growth and the practicalities of investing in a rapidly emerging market. In the final episode in this series, Anthony discusses the sectors the portfolio is currently invested in. He also talks about the Chinese industries in which we’re likely to see new world-class companies emerge from in the future.
For more details on Fidelity China Special Situations please go to https://www.fidelity.co.uk/china .
Please remember the value of an investment can go down as well as up and you may get back less than you invested. Investments in overseas markets may be subject to currency fluctuations and emerging markets may be more volatile than more established markets.
Fidelity does not give advice based on personal circumstances. If you're unsure of the suitability of an investment please contact a financial adviser.
In the first two episodes, Anthony looked at the sustainability of GDP growth and the practicalities of investing in a rapidly emerging market. In the final episode in this series, Anthony discusses the sectors the portfolio is currently invested in. He also talks about the Chinese industries in which we’re likely to see new world-class companies emerge from in the future.
For more details on Fidelity China Special Situations please go to https://www.fidelity.co.uk
Please remember the value of an investment can go down as well as up and you may get back less than you invested. Investments in overseas markets may be subject to currency fluctuations and emerging markets may be more volatile than more established markets.
Fidelity does not give advice based on personal circumstances. If you're unsure of the suitability of an investment please contact a financial adviser.
http://www.facebook.com/video/video.php?v=489658600169
http://www.facebook.com/video/video.php?v=493048655169
http://www.facebook.com/video/video.php?v=498926340169
James Kynge - Excellent Source of Info on China
James Kynge
Former FT Bejing Bureau Chief
An old friend from college used to be the BBC correspondent for China for over 10 years (she is now a newsreader on BBC News 24). I asked her last year for her opinions on China and she recommended that I check out 'one of her old buddies', James Kynge, who had been FT correspondent for China.
James has since moved on to editing a specialist newsletter 'China Confidential'.
His current profile can be found here:
http://www.ft.com/comment/columnists/james-kynge
James Kynge is editor of China Confidential, a research service on China at the Financial Times.
James has spent 16 of the last 28 years living and working in China, first as a journalist for the Reuters news agency, then for the FT as China bureau chief from 1998-2005. After that he headed up the Pearson group of companies in the People’s Republic until 2008.
His award-winning book China Shakes the World, published in 2006, was an international bestseller translated into 19 languages.
James is a regular speaker on China, with recent keynote addresses to investor conferences held by Goldman Sachs, UBS, JPMorgan, Deutsche Bank, CLSA and Standard Bank. Email James Kynge - -
Financial frailties might slow China’s growth
The investor delight that has greeted Beijing’s decision to remove the renminbi’s peg to the US dollar obscures a series of more worrying auguries for the country’s financial future
Are fears of China’s overheating overdone?
Though it is too early to call time on Beijing’s battle to tame its hot economy this year and forestall overheating, several trends suggest that the outlook for the second quarter is one in which cooling forms the dominant direction
China-US ties face challenge
The recent upsurge in trade with south-east Asia, Brazil, Africa and India may be enough to offset lost exports for Beijing, writes James Kynge
As a background to understand China, still an excellent source is his book:
'China Shakes the World' October 2006
You can get a great summary of it on C-SPAN, where there is a video of his presentation for his book tour given in Washington.
It is well worth taking the hour or so to get a really perspective insight into what is really going on in China.
http://www.c-spanvideo.org/program/ChinaSh
James Kynge talked about his book China Shakes the World: A Titan's Rise and Troubled Future, and the Challenge for America, published by Houghton Mifflin. Mr. Kynge discussed how China's hunger for foreign jobs, raw materials, energy, and food will reshape world trade, capital flows, and politics. He argued that China's weaknesses such as environmental pollution, crisis in social trust, weak financial system, and faltering government institutions will have disruptive effects on the world. After his presentation he responded to audience members' questions.
Former FT Bejing Bureau Chief
An old friend from college used to be the BBC correspondent for China for over 10 years (she is now a newsreader on BBC News 24). I asked her last year for her opinions on China and she recommended that I check out 'one of her old buddies', James Kynge, who had been FT correspondent for China.
James has since moved on to editing a specialist newsletter 'China Confidential'.
His current profile can be found here:
http://www.ft.com/comment/columnists/james-kynge
James Kynge is editor of China Confidential, a research service on China at the Financial Times.
James has spent 16 of the last 28 years living and working in China, first as a journalist for the Reuters news agency, then for the FT as China bureau chief from 1998-2005. After that he headed up the Pearson group of companies in the People’s Republic until 2008.
His award-winning book China Shakes the World, published in 2006, was an international bestseller translated into 19 languages.
James is a regular speaker on China, with recent keynote addresses to investor conferences held by Goldman Sachs, UBS, JPMorgan, Deutsche Bank, CLSA and Standard Bank. Email James Kynge - -
Financial frailties might slow China’s growth
The investor delight that has greeted Beijing’s decision to remove the renminbi’s peg to the US dollar obscures a series of more worrying auguries for the country’s financial future
Are fears of China’s overheating overdone?
Though it is too early to call time on Beijing’s battle to tame its hot economy this year and forestall overheating, several trends suggest that the outlook for the second quarter is one in which cooling forms the dominant direction
China-US ties face challenge
The recent upsurge in trade with south-east Asia, Brazil, Africa and India may be enough to offset lost exports for Beijing, writes James Kynge
As a background to understand China, still an excellent source is his book:
'China Shakes the World' October 2006
You can get a great summary of it on C-SPAN, where there is a video of his presentation for his book tour given in Washington.
It is well worth taking the hour or so to get a really perspective insight into what is really going on in China.
http://www.c-spanvideo.org/program/ChinaSh
James Kynge talked about his book China Shakes the World: A Titan's Rise and Troubled Future, and the Challenge for America, published by Houghton Mifflin. Mr. Kynge discussed how China's hunger for foreign jobs, raw materials, energy, and food will reshape world trade, capital flows, and politics. He argued that China's weaknesses such as environmental pollution, crisis in social trust, weak financial system, and faltering government institutions will have disruptive effects on the world. After his presentation he responded to audience members' questions.
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