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Insight - Making Sense of the Narrative

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After the GFC I was on an investment panel and we were asked what Central Banks should look out for as an early warning of another bubble before it bursts.

Monday was singles day for Alibaba and once again it’s Gross Merchandise Value, (GMV) broke new records, hitting just over Rmb 268bn , or $38.3bn.

The end of October is effectively year end for many funds and a lot of book squaring is taking place.

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