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’Is that a book you’re talking, Anatole?
Anatole Kaletsky’s macro column in The Times is an excellent read, week in week out. The prose is crisp and the opinions are clear. Readers know where Anatole stands.
Witness his recent comments on Greece and tensions within the eurozone:
Europe’s ‘Asian crisis’ moment coming up?
If it’s possible to add drama to the crisis over Greek bonds, Hong Kong-based research house Gavekal makes a good effort on Friday, with a note that begins:
A few days ago, a friend expressed to us the opinion that the 300bp spread on Greek bonds would be like the 300 Spartans of Thermopylae:
GaveKal’s four ways to make money
GaveKal – the Hong Kong-based research and money management firm set up by Times commentator Anatole Kaletsky and investors Charles and Louis-Vincent Gave in 1998 – must be feeling pretty pleased after sealing a joint venture deal with UK hedge fund Marshall Wace to jointly run some Asian funds,
Marshall Wace heads east
Marshall Wace is expanding into Asia in a joint venture with GaveKal Holdings, the researcher and money manager co-founded by Times columnist Anatole Kaletsky and investors Charles and Louis-Vincent Gave in 1998,
Gave and Kaletsky on Rock and Revolution
Interesting exchange via Gavekal, the Hong Kong-based research and investment group run by Charles Gave, the French investor/commentator, his son Louis-Vincent and Anatole Kaletsky. (Gavekal seems to be Kaletsky’s day job,