Note Précis, Sept. 18,2013: Transparency, Glass Houses and - TopicsExpress

Note Précis, Sept. 18,2013: Transparency, Glass Houses and Stones - Apt consideration with political capital dropping for governments and central banks. UN and IMF meetings loom worldwide as do return of US Congress and post- German- election Europe. Central banks like Fed and others cannot ignore impact on savers or emerging markets, even as QE taper is likely from January 2014. In equities irrespective of QE, restructuring has investor appeal such as in information technology as was case years ago in healthcare then much maligned. subodhkumar

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