Foreign exchange

A reality check for emerging markets

Are things a little too good to be true in emerging markets? SLJ Partners’ Stephen Jen thinks so, and warns that healthy GDP figures are not telling the whole story of what lies beneath. Saima Farooqi reports

The case for gold

Axel Merk and Kieran Osborne at Merk Investments believe recent financial shocks and ongoing turbulence provide major incentives for those considering gold, not just as a safe haven, but also as a protection against inflation

Integrate to accumulate

Increased volatility, lower availability of credit and emerging market expansion is accelerating the integration of cash management and FX, says Laurence Neville

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