The Great Rotation: A Flight to Equities in 2013

Has the shift to equities begun en masse?
One of the big investment shifts of our day may be at hand- regardless of how global markets actually perform this year.
Full Story:CNBC.com Article: The Great Rotation: A Flight to Equities in 2013
http://www.cnbc.com/id/100399450
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Weidmann warns of #currency war risk #ECB #Euro #BOJ # Fed

The erosion of central bank independence threatens to unleash a round of competitive exchange rate devaluations, says Germany's Bundesbank chief.

Financial Times, 7:27pm Monday January 21st, 2013
Weidmann warns of currency war risk
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By Michael Steen in Frankfurt
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The erosion of central bank independence threatens to unleash a round of competitive exchange rate devaluations, says Germany's Bundesbank chief

Read the full article at: http://www.ft.com/cms/s/0/d1d81962-63e7-11e2-b92c-00144feab49a.html

BlackRock bets on #China - FT.com

BlackRock’s iShares FTSE A50 China fund, which tracks the country’s A-share market, boasts as much as $7.6bn in assets; its actively managed China fund has $1.2bn and its renminbi bond fund $110m. Its new quantitative equity fund offering exclusive exposure to China, which is managed in San Francisco, has also raised its first $100m through the Chinese government’s quota system.

The institutional and retail money flowing into these funds is split almost evenly between Asian and non-Asian investors, with more money coming recently from Swiss private banks, the British, Italians and Latin Americans, said Mr McCombe.

See the whole article on the FT.com site here: BlackRock bets on China - FT.com

China's Brokerages Earned Less Than Goldman Last Year

China's 114 brokerages earned less than Wall Street bank Goldman Sachs did in 2012

CNBC.com Article: China's Brokerages Earned Less Than Goldman Last Year

China's 114 brokerages earned less than Wall Street bank Goldman Sachs did in 2012, and their combined profit was down 16 percent from a year earlier, industry data showed on Thursday.

Full Story:
http://www.cnbc.com/id/100386336