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Zal het Chinese Jaar van de Geit de marktstieren van stal halen?
Wij denken dat de uitgebreide hervormingsplannen voor de Chinese kapitaalmarkt een stap in de goede richting zijn, maar dat de markt er nog niet al te veel vertrouwen in lijkt te hebben dat de overheid echt bereid is de kortetermijnpijn erbij te nemen om deze hervormingsvoorstellen in te voeren.
De Griekse verkiezingen zijn een veelzeggende illustratie van de manier waarop de schuldsituatie van het land – en ruimer gezien de schuldproblemen in heel Europa – een nieuwe manier van denken en ingrijpende maatregelen vereist.
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