March 1, 2013

By Derek On March 2, 2013 Under Uncategorized


This week in Emerging Markets Illustrated we dodge large marine life on a beach in Hawaii and then examine the curious unconcern Korea is showing for Japan’s resurgence as a newly super competitive force. Shadow banking in China, a topic we have covered extensively here, merits a further look as the sale of WMPs, or “China subprime,” is now responsible for more credit issuance than the official banking sector. Does such strong and unregulated lending take us to a place where the wild things are? Next up: what do KFC and Lance Armstrong have in common? YUM! Brands is facing a hormone-fuelled disaster in China of Armstrong proportion but while EVERYONE downgrades the stock and flees, we think otherwise. Finally, who was this “Colonel Sanders” anyway?

Cheers.

Derek Hillen, CAIA

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