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	<title>Global Investing</title>
	
	<link>http://blogs.reuters.com/globalinvesting</link>
	<description>Insights behind the investment headlines</description>
	<lastBuildDate>Thu, 23 Feb 2012 11:36:14 +0000</lastBuildDate>
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		<title>Central banks and the next bubble (3)</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/23/central-banks-and-the-next-bubble-3/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/23/central-banks-and-the-next-bubble-3/#comments</comments>
		<pubDate>Thu, 23 Feb 2012 11:36:14 +0000</pubDate>
		<dc:creator>Natsuko Waki</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[BOJ]]></category>
		<category><![CDATA[central banks]]></category>
		<category><![CDATA[developed markets]]></category>
		<category><![CDATA[easing]]></category>
		<category><![CDATA[ecb]]></category>
		<category><![CDATA[emerging markets]]></category>
		<category><![CDATA[fed]]></category>
		<category><![CDATA[global growth]]></category>
		<category><![CDATA[LTRO]]></category>
		<category><![CDATA[monetary easing]]></category>
		<category><![CDATA[oil]]></category>
		<category><![CDATA[Operation Twist]]></category>
		<category><![CDATA[protectionism]]></category>
		<category><![CDATA[QE2]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5422</guid>
		
			<content:encoded><![CDATA[The ECB's three-year loan operation, along with the BOJ's unexpected easing, BoE's QE and commitment from the Fed to keep rates on hold until at least end-2014 may constitute competitive monetary...]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/23/central-banks-and-the-next-bubble-3/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Being chic and not saving</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/23/being-chic-and-not-saving/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/23/being-chic-and-not-saving/#comments</comments>
		<pubDate>Thu, 23 Feb 2012 09:03:26 +0000</pubDate>
		<dc:creator>Natsuko Waki</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[bank of japan]]></category>
		<category><![CDATA[debt]]></category>
		<category><![CDATA[economy]]></category>
		<category><![CDATA[Edo]]></category>
		<category><![CDATA[global imbalances]]></category>
		<category><![CDATA[households]]></category>
		<category><![CDATA[Japan]]></category>
		<category><![CDATA[JGBs]]></category>
		<category><![CDATA[savings]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5412</guid>
		
			<content:encoded><![CDATA[Japanese people are generally regarded as saving a lot and not spending much, but in olden times when Tokyo was called Edo (until the mid-19th century), it was considered iki (chic or sophisticated)...]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/23/being-chic-and-not-saving/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Central banks and the next bubble (2)</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/22/central-banks-and-the-next-bubble-ii/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/22/central-banks-and-the-next-bubble-ii/#comments</comments>
		<pubDate>Wed, 22 Feb 2012 14:18:26 +0000</pubDate>
		<dc:creator>Natsuko Waki</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[balance sheet]]></category>
		<category><![CDATA[banks]]></category>
		<category><![CDATA[broad money]]></category>
		<category><![CDATA[bubble]]></category>
		<category><![CDATA[central banks]]></category>
		<category><![CDATA[GDP]]></category>
		<category><![CDATA[interest rates]]></category>
		<category><![CDATA[Liquidity]]></category>
		<category><![CDATA[M3]]></category>
		<category><![CDATA[monetary policy]]></category>
		<category><![CDATA[real economy]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5402</guid>
		
			<content:encoded><![CDATA[Swiss private bank Lombard Odier warns that not only has the quality of central bank balance sheet deteriorated, there has been no visible impact on the real economy.]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/22/central-banks-and-the-next-bubble-ii/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>European corporate bonds flourishing</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/22/european-corporate-bonds-flourishing/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/22/european-corporate-bonds-flourishing/#comments</comments>
		<pubDate>Wed, 22 Feb 2012 08:25:40 +0000</pubDate>
		<dc:creator>Natsuko Waki</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[Basel III]]></category>
		<category><![CDATA[brewer]]></category>
		<category><![CDATA[bubbles]]></category>
		<category><![CDATA[corporate bonds]]></category>
		<category><![CDATA[debt]]></category>
		<category><![CDATA[energy]]></category>
		<category><![CDATA[europe]]></category>
		<category><![CDATA[funding]]></category>
		<category><![CDATA[issuance]]></category>
		<category><![CDATA[loans]]></category>
		<category><![CDATA[regulation]]></category>
		<category><![CDATA[SABMiller]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5395</guid>
		
			<content:encoded><![CDATA[A new set of data from Thomson Reuters sheds light on blossoming European corporate bond activity.]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/22/european-corporate-bonds-flourishing/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>How Turkey cut interest rates but didn’t really</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/21/how-turkey-cut-interest-rates-but-didnt-really/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/21/how-turkey-cut-interest-rates-but-didnt-really/#comments</comments>
		<pubDate>Tue, 21 Feb 2012 14:53:22 +0000</pubDate>
		<dc:creator>Sujata Rao</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[bonds]]></category>
		<category><![CDATA[capital economics]]></category>
		<category><![CDATA[central bank]]></category>
		<category><![CDATA[currency]]></category>
		<category><![CDATA[Erdem Basci]]></category>
		<category><![CDATA[inflation]]></category>
		<category><![CDATA[interest rates]]></category>
		<category><![CDATA[lira]]></category>
		<category><![CDATA[monetary policy]]></category>
		<category><![CDATA[Turkey]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5385</guid>
		
			<content:encoded><![CDATA[How do you cut interest rates without actually loosening monetary policy? Turkey's central bank effectively did that today.]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/21/how-turkey-cut-interest-rates-but-didnt-really/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Becoming less negative on Europe</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/21/becoming-less-negative-on-europe/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/21/becoming-less-negative-on-europe/#comments</comments>
		<pubDate>Tue, 21 Feb 2012 12:41:22 +0000</pubDate>
		<dc:creator>Natsuko Waki</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[banks]]></category>
		<category><![CDATA[Continental Europe]]></category>
		<category><![CDATA[credit]]></category>
		<category><![CDATA[credit suisse]]></category>
		<category><![CDATA[earnings]]></category>
		<category><![CDATA[ecb]]></category>
		<category><![CDATA[EPS]]></category>
		<category><![CDATA[equities]]></category>
		<category><![CDATA[European stocks]]></category>
		<category><![CDATA[Greece]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[LTRO]]></category>
		<category><![CDATA[markets]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5379</guid>
		
			<content:encoded><![CDATA[Markets are unimpressed today by Europe finally agreeing to bail out Greece for the second time, with European stocks down -0.6% on the day. But here's some encouraging news: Credit Suisse has become...]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/21/becoming-less-negative-on-europe/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Central banks and the next bubble</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/21/central-banks-and-the-next-bubble/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/21/central-banks-and-the-next-bubble/#comments</comments>
		<pubDate>Tue, 21 Feb 2012 10:26:29 +0000</pubDate>
		<dc:creator>Natsuko Waki</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[balance sheet]]></category>
		<category><![CDATA[BOE]]></category>
		<category><![CDATA[BOJ]]></category>
		<category><![CDATA[bubble]]></category>
		<category><![CDATA[burst]]></category>
		<category><![CDATA[central banks]]></category>
		<category><![CDATA[ecb]]></category>
		<category><![CDATA[fed]]></category>
		<category><![CDATA[G4]]></category>
		<category><![CDATA[GDP]]></category>
		<category><![CDATA[investment]]></category>
		<category><![CDATA[Lehman Brothers]]></category>
		<category><![CDATA[loss]]></category>
		<category><![CDATA[OTRO]]></category>
		<category><![CDATA[profit]]></category>
		<category><![CDATA[SNB]]></category>
		<category><![CDATA[Switzerland]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5371</guid>
		
			<content:encoded><![CDATA[Central bank balance sheets are expanding at what some say is an alarming pace. Can this cause the next bubble to form and burst?]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/21/central-banks-and-the-next-bubble/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Turkey gearing up for rate cuts but not today</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/21/turkey-gearing-up-for-rate-cuts-but-not-today/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/21/turkey-gearing-up-for-rate-cuts-but-not-today/#comments</comments>
		<pubDate>Tue, 21 Feb 2012 09:22:54 +0000</pubDate>
		<dc:creator>Sujata Rao</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[banks]]></category>
		<category><![CDATA[central banks]]></category>
		<category><![CDATA[currency]]></category>
		<category><![CDATA[ecb]]></category>
		<category><![CDATA[exchange rate]]></category>
		<category><![CDATA[funds]]></category>
		<category><![CDATA[goldman sachs]]></category>
		<category><![CDATA[inflation]]></category>
		<category><![CDATA[ING Bank]]></category>
		<category><![CDATA[interest rates]]></category>
		<category><![CDATA[lira]]></category>
		<category><![CDATA[LTRO]]></category>
		<category><![CDATA[Turkey]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5359</guid>
		
			<content:encoded><![CDATA[Could Turkey's central bank surprise markets today. Unlikely. But most reckon rate cuts are on their way over the next few months.]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/21/turkey-gearing-up-for-rate-cuts-but-not-today/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Stock-picking funds: no picnic</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/21/stock-picking-funds-no-picnic/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/21/stock-picking-funds-no-picnic/#comments</comments>
		<pubDate>Tue, 21 Feb 2012 08:55:49 +0000</pubDate>
		<dc:creator>Carolyn Cohn</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[cass business school; toulouse business school; stock selection; fund management; money; money managers; aneel keswani; david stolin]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5356</guid>
		
			<content:encoded><![CDATA[It's hard to pick the best-performing fund management firms, even if you work in the fund industry yourself.]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/21/stock-picking-funds-no-picnic/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Ivory Coast to Belize — tale of two frontiers</title>
		<link>http://blogs.reuters.com/globalinvesting/2012/02/20/ivory-coast-to-belize-tale-of-two-frontiers/</link>
		<comments>http://blogs.reuters.com/globalinvesting/2012/02/20/ivory-coast-to-belize-tale-of-two-frontiers/#comments</comments>
		<pubDate>Mon, 20 Feb 2012 15:38:01 +0000</pubDate>
		<dc:creator>Carolyn Cohn</dc:creator>
				<category><![CDATA[Uncategorized]]></category>
		<category><![CDATA[Nexgem; JPMorgan; debt; bond; default; Ivory Coast; Belize; Eurobond; Zambia]]></category>

		<guid isPermaLink="false">http://blogs.reuters.com/globalinvesting/?p=5337</guid>
		
			<content:encoded><![CDATA[One has already defaulted on its debt and the other is at risk of doing so, but Ivory Coast bonds are wildly outperforming those of Belize in JPMorgan's new NEXGEM frontier bond index.]]></content:encoded>
			<wfw:commentRss>http://blogs.reuters.com/globalinvesting/2012/02/20/ivory-coast-to-belize-tale-of-two-frontiers/feed/</wfw:commentRss>
		<slash:comments>0</slash:comments>
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