The upcoming print edition of FinanceAsia will be exploring the key trends in the Year of the Horse, notably the resurgence of China equity activity and whether or not that will translate into profits for investment banks. In the meantime, here are my thoughts about what 2014 may hold in store the first seven of 14 ideas for 2014. The second half will run on Friday.
1. China and its financial liberalisation is likely to be the key theme of 2014. But what and when The first thing to watch out for is a possible big push by the People’s Bank of China toward renminbi convertibility, perhaps within a...