A good marketer and a good lawyer will defeat a good regulator every day. So echoes Jeff Bresnahan, MD of SuperRatings

Doesn’t that sound spookily like 21st Century politics? All spin and no substance and a … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.418 2010-08-22T13:11:14Z 2010-08-22T15:08:15Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv China’s Pension Reform a Roadmap for Investors

China is working steadily and surely towards a sustainable social welfare and pension policy, something that many of the world’s mature economies are struggling to provide for their citizens, with no such certainty of success. That’s the sort of single mindedness that you … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.417 2010-07-30T07:27:53Z 2010-07-30T08:29:54Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv John Greenwood is more a Paul Simon man than a Kenny Rogers man. With Kenny the issue was “When” singing in The Gambler you got to know “when to fold ‘em” but with Paul Simon the issue was “How” when he sang there were “50 ways to leave your lover”. Being … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.416 2010-06-30T23:03:32Z 2010-07-01T00:07:19Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv The Agricultural Bank of China’s IPO, possibly the biggest the world has witnessed and certainly over subscribed is another in a lengthening list of examples of China’s growing role in global finance, yet hesitation remains.

That nothing is certain is the basis of risk and the belief that risk and return … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.415 2010-06-28T13:50:09Z 2010-06-28T14:56:10Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv Repeatedly, people around the world, and indeed in China’s own backyard,  make the mistake of using a tried and true, “western” ruler when measuring differences, changes and movement.

The fact that the wages disputes in Southern China were publicised in the first place speaks volumes.

They are part of a bigger … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.414 2010-06-27T13:12:29Z 2010-06-28T03:12:30Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv There are more things in heaven and earth, Horatio, than are dreamt of in your philosophy

Hubris, unbridled self-opinion and subjective interpretation have all been on display as the world marks the end of the first half of a momentous year, that some would agree is the first year of the … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.412 2010-06-09T15:09:10Z 2010-06-09T15:27:12Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv This is the first of THREE parts of a one hour presentation by Gloom, Boom & Doom Report’s publisher, Doctor Marc Faber.

Dr Faber addressed an high level group of pension fund and superannuation trustees, CEOs and CIOs at the end of their week-long Global Dialogue in Hong Kong this … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.411 2010-06-09T14:55:08Z 2010-06-09T15:09:10Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv In Part 2 of his address to The Global Dialogue for pension and superannuation trustees, Marc Faber maintains that a convergence of debt, leverage and credit coupled with bad loans and the good and bad of inflation. The strength of frontier economies exacerbate the change that is occuring as a result … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.410 2010-06-09T14:10:00Z 2010-06-09T14:54:02Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv In Part 3, Marc Faber highlights the ongoing risk of Sovereign failure and the opportunities in the frontier markets of Asia, Africa, Eastern Europe and South America and reminds us that America is one of the few countries that still thinks that the US is both in the driving seat and … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.409 2010-05-18T05:55:52Z 2010-05-18T06:13:54Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv Greek Tragedy in slow motion fuels the fires of fiscal policy failure and stimulates economic debate in the Eurozone.

There’s more to come as the Governor of the Bank of England said under cover of the noise from deckchair scraping on the deck of the HMS Westminster ”...The financial crisis … ]]> tag:ftvtalkingpoints.tv,2010:index.php/ftv/view/1.408 2010-05-18T04:21:38Z 2010-05-18T05:31:40Z Andrew Dawson, Admin andrew.dawson@ftvtalkingpoints.tv If a good education is the road to success and knowledge is power, how come so many people make poor investment decisions? How come so many people believed the sales pitch. Why did so many people know it was too good to be true, but bought it anyway?