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PREDICTIONSFOR 2008
A TURBULENT YEAR:
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Contents
Preface
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2
Global Markets
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4
Renminbi-dollar rate will hold in 2008............................................5Treasury yields much too close for comfort...................................6Wanted: a US president who can help the economy.....................7UK binge yields to festive fear.......................................................8Lucky Mervyn King likely to hang on to job....................................9Oil prices should ease with 2008.................................................10Political risk won’t be so easy to ignore in 2008..........................11Emerging market equities will suffer in 2008...............................12Emerging market debt: a safe haven for 2008.............................13Venezuela’s “strong” bolivar is likely to weaken..........................14
Finance
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The ghost of credit future will deliver grim tidings........................17Default rates likely to rise sharply in 2008...................................18Private equity, like the Chinese zodiac, goes from pig to rat.......19Which buyout is most at risk?......................................................20Hedge funds face funding squeeze in 2008................................22Hedge funds: hoping to stay fit while getting fatter?....................23Alternative asset managers are still over-priced..........................25Dealmakers start 2008 bloodied but unbowed............................26Don’t bet on sovereign wealth funds staying passive..................27Learn Arabic and the bankruptcy code in 2008...........................28Buffett’s late-year deals could be just the beginning...................28Web 2.0’s big challenge: privacy.................................................30Green muck could fuel your car...................................................31
About us
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33
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