Michael Howell
- Special Report
The Euro-Zone: A dangerous mis-diagnosis
Michael Howell argues that austerity is the wrong solution for the euro-zone, and that bad debts need to be socialised or aggressively written-down to free-up seized credit markets
- Asset Class Reports
Emerging & frontier equities – The great melt-up
Capital flows into emerging markets suggest that valuations could be about to end their two-year slumber, argues Michael J Howell