Tag Archive: Portugal

Bonds In Conversation : To Shake, Borrow and Roll

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Fresh off the heels of Bulgaria’s bank run last week, 2 European company scandals surfaced within this week that markets are taking in their stride. Let’s GOWEX, a listed company in Spain, admitted… Continue reading →

The Discerning Lush : “I would be so bored if I drank nothing but Bordeaux first growth”- Jancis Robinson, 5 March 2014, Aberdeen Marina Club, Hong Kong

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So here we are on the terrace of The Portside at the AMC; the fog and drizzle has lifted with a sparkling view of Aberdeen Harbour. There is a palatable air of anticipation… Continue reading →

Good EM, Bad EM

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One good thing that emerged from the mini EM crisis that erupted in Jul, lasting into August is that markets have become more discerning over this whole EM business. The ensuing correction over… Continue reading →