When Markets Collide: Investment Strategies for the Age of Global Economic Change

When Markets Collide: Investment Strategies for the Age of Global Economic Change | Mohamed El-Erian | An important weakness

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When Markets Colli...

	When Markets Collide: Investment Strategies for the Age of Global Economic Change Mohamed El-Erian McGraw-Hill, 2008 - 304 pages average customer review:based on 41 reviews view larger image
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Finance bio from philosophical perspective

George Soros is a very interesting thinker.
It is true (as he more or less admits in his book)
that his philosophical ideas are somewhat "inexact"
by the analytic standards of that profession,
but the insights are real. He gives market equilibrium
theorists a run for their money.

An important weakness

El-Erian's strength is in identifying and explaining the "major fundamental transformation" that is going on. After discussing the transformation and emphasizing the investment needs for internationalization, foreign currencies, and inflation hedges, he discusses asset allocatrion. His asset allocation table and discussion are fine, except for one glaring ommission. He never mentions managed futures.

In an investment environment that appears to be negative for both debt instruments and equities, managed futures could be the most appropriate investment.

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Good

This booke seemed to be a mosthy a discussion of emerging China and its interaction with the ecomonies in the developed countries. I believe that the book has increased my understanding on this subject a lot.

reviews: 1, 2, 3, 4, 5, page 6, 7, 8, 9

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