This week: The ECB tries to accommodate, JPMorgan is fined again, and 'liquid gold' gets scarce.
Regulatory capital requirements, more government oversight, and fee reform will work against banks, says Davis/Selected American manager Ken Feinberg, but there are selective values.
Large Asian opportunities exist, but there are also some trouble spots, says Schroders' Matthew Dobbs.
China's historical growth drivers have started to plateau, but many untapped industries--particularly in the services sector--are set to take the lead, says Seafarer's Andrew Foster.
Highbridge Capital Management LLC, the JPMorgan Chase & Co. unit that manages about $31 billion, is starting an Asia hedge fund, returning to the market more than two years after shutting a predecessor fund.
The firm is sorting through its lineup as its business--and culture--evolve.
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