On FT Alphaville Thursday morning,
- China will crush overcapacity!
- Poland’s samurai bond.
- Accounting capitulation, Brewin Dolphin edition.
- An SPE oops.
- Mac Bank goes to America.
- Japan’s ever-consolidating financial sector.
- The ECB’s next move in Pink picks.
- Stupid money in Further reading.
- L&G (again) and Ken Lewis’s beard in Markets Live.
On FT.com,
- IMF says world economy is recovering.
- Cisco launches $3bn move on Tanberg.
- UK manufacturing stutters.
- Dollar gains on fears of recovery.