Comment, analysis and other offerings from Thursday’s FT,
Insight: Mohamed El-Erian – How central banks are changing the investment game
The time will come when the authorities will return to being just the referees of markets. For now, they are both referees and players. Investors should adjust their investment approaches accordingly.
The Short View, video: Making money out of a dead cat bounce
History’s worst bear markets were punctuated by rallies that made a lot of money for those lucky enough to get their timing right, says John Authers
John Gapper: The fund of funds industry – end of a fairtyale
The funds-of-funds industry, which hardly existed two decades ago but now handles 45 per cent of all hedge fund assets, has moved from hilltop retreat to dog house – and some of the biggest can blame Bernard Madoff.
Economists’ Forum: In the long run, we’re all dependent on Keynes
Peter Clarke wades into the renewed debate over the value of Keynesian theories
News analysis, video: How the Satyam fraud is shaking business confidence
Joe Leahy, Mumbai correspondent, explains why India’s biggest business fraud at IT outsourcing company, Satyam, could threaten India’s standing with foreign investors and customers
Business Life: Trial time for corporate lawyers
As dealmakers have focused recently on the intricate language of merger and credit agreements, corporate lawyers have stolen some of the spotlight usually reserved for investment bankers, buy-out investors and hedge fund managers.
Analysis: The hollowing-out of China’s workshop
As international demand declines for China’s export goods, an unplanned return home by millions of migrant workers signals a problematic year ahead for Beijing
Online Q&A: Ask the expert – UK interest rates
UK interest rates are expected to fall again on Thursday. David Black of Defaqto financial research centre, will answer readers’ questions about how the direction of rates will affect their finances on Friday at 3pm GMT. Post a questions now to ask@ft.com, or click on the link above.
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