AGAINST THE TIDE - "The US, Japan and Europe will be too cold next year. Manufacturing from emerging economies might be too hot. The result, though, might be just right"
AGAINST THE TIDE - "I am counselled by my Chinese friends to undertake nothing risky during the upcoming porcine year. It might easily turn from sweet to sour"
AGAINST THE TIDE - "The architecture of global liquidity has shifted to encompass a myriad of innovative forms of money dedicated to buying assets"