The Blurred Distinction.....

This edition of John Authers note (with John in person) gives us an account of why the common distinction made in the Financial and Investment community between Developed Markets and Emerging Markets may be eroding as the latter is maturing. As always well versed, researched and quite rightly helped here by  Ewen Cameron Watt, chief investment strategist at BlackRock Investment Institute:

Maturing-emerging-markets

Europe, China and the future of Solar Energy

This  video is a wake up call to us for a possible dispute that in the future might jeopardize commercial Solar Energy. Let's hope that it will pass and be forgotten:

FT World China & EU

Europe's innovating Manufacturing....?

Brazil's case for Investment

Brazil is losing economic momentum in the last couple of years, but as in this video in FT's Authers Note is pointed, there's never been a better case for investment in infrastructure and gains in productivity before. A quite good example of good Government Spending opportunity, so the Brazilian authorities were able to seize it....Check it: Unconfident Brazilians

Lloyd's of London, Insurance Industry and South Africa

In this video we learn about the role of the Insurance Business on the Global Financial Crisis, the relatively small role of UK and Europe markets in this sector globally (a bit surprising, but a sign of times) and we meet and enjoy a scientist turned Investor official well interviewed by ABN's Bronwyn Nielsen.

Nuno Edgar Fernandes