The Indian stock market is expected to continue its rally in 2010 on the back of strong GDP growth, high inflation and loose US monetary policy, raising the possibility of a bubble forming, according to Noble Group.
Niche businesses like Islamic finance and family offices will contribute to Dubai's growth, says the head of business development for the Dubai International Finance Centre.
Japan's economy has improved little since its bubble burst 20 years ago, suggesting it is time for policymakers to introduce some capital markets-inspired dynamism.
Richard Koo, chief economist at the Nomura Research Institute in Tokyo, discusses the grim parallels between the US and Japan, including the need for unconditional capital injections.