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Hidden agendas: Danger of anonymous stockmarket “research”

Some respected online financial sites have recently taken down more than 100 “research” articles anonymously written. The noise of this conflicted commentary, often in the guise of research, threatens to distort share prices and swamp markets. While much of this problem has been focused on the US, UK and European companies are also covered on […]

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The ethics of soft closure. Are emerging markets funds really closed?

The rout of emerging markets has exposed some serious ethical issues. As the crisis progresses, investors are still getting little more than soothing words from most managers. Much of this pays little heed to the change in outlook for the BRICs or the turmoil in emerging Europe. Few managers highlighted the risks in Ukraine, for […]

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Is the Forex market beyond control?

How big is too big to rig? Can the scale of a market put it beyond anyone’s ability to manipulate? Forex trading may soon answer these questions, as investigations into possible breaches begin on both sides of the Atlantic. Even a market that trades $5.3 trillion per day may not be beyond the ability of […]

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Key themes from the Final Report of UK Parliamentary Commission on Banking Standards

A global financial sector within a medium-sized economy A comprehensive report, for the most part well argued and with some practical proposals for improving banking. But in some parts the Commission seems to go beyond its remit, and sets out some ideas that would be hard to implement, or could conflict with existing initiatives. RBS […]

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Reuters market commentary; don’t bet on a setback

My comments on Reuters. Despite the recent strong run, there may not be a pullback. Investors are rotating into industrials in expectation that weaker £ will boost earnings. http://t.co/20fQGyBm

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