In the World

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Investors See Spain As No-Brainer, Juicy Risk

THE CORNER TEAM | As the euro zone crisis shakes off a recession, investment opportunities are mushrooming across the South of Europe. In Spain, banking and media sector as well as infrastructure are the preferred bets. “As maximum exposure recovery in Europe’s periphery, FCC is ideal. Just don’t think about the downside,” the Financial Times’ Lex argued on Friday, after millionaires George Soros and Bill Gates have both bought stakes in the indebted construction company in less than three months.






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A 2014 World News Tour by The Corner

As 2013 wraps up, we are looking at the most interesting economic stories and challenges ahead. We have asked our contributors and some of the best bloggers worldwide to tell us. Enjoy the read and happy new year.

 


2014 Outlook

Global Supply Annual: 2014 Outlook

LONDON | By Barclays analysts | In our 2014 Outlook, we expect gross funding requirements for the US, euro area, Japan and UK to be around $18bn above our 2013 gross issuance forecast of c.$4.946trn. At the same time, we forecast net issuance globally to fall c.$1.59trn from $1.85trn in 2013.


Economic Recovery: “Never reason from the previous peak”

SAO PAOLO | By Marcus Nunes | In “The current state of the US economy explained in one chart”, Mark Perry shows the chart above. As I argued in “The previous peak is not the appropriate benchmark” (Parts 1 & 2), just because you´ve reached or surpassed the previous peak does not mean you have achieved a complete or full recovery.


When the Giants Unwind

China and USA: When the Giants Unwind

BEIJING | By Andy Xie via Caixin | The world has depended on Chinese and American stimulus for years, and one implication of their tightening is a slowing global economy in 2014


Swedens loss of faith

Sweden’s loss of ‘faith’

SAO PAOLO | By Marcus Nunes | According to Per Bylund, “during the recent financial crisis, Sweden has emerged as one of very few financially sound economies.” However, now the country successfully rolled back its unsustainable but world-renowned welfare state.