Articles Archive

“Behavioural Thoughts on Equity Valuation.”
Andrew Smithers
The UK Society of Investment Professionals, 7th Mar 2007

Too weak for a liquidity injection.
Andrew Smithers
The Banker (The Bracken column), 1st Feb 2007

Currency intervention crucial to the labour share of output in the US
Andrew Smithers
Financial Times (Leaders & Letters page), 17th Jan 2007

Revised Data Show Their Weakness
Andrew Smithers
The Nikkei Financial Daily (Market Eye Column)., 25th Dec 2006

The US Dollar and the need for more US Domestic Investment.
Andrew Smithers
Martin Wolf's FT Economist's Forum, 13th Dec 2006

The US trade deficit - Additional adjustment problems.
Andrew Smithers
Martin Wolf's FT Economist's Forum, 8th Dec 2006

China World Profits and World Inflation
Andrew Smithers
Martin Wolf's FT Economist's Forum, 18th Oct 2006

Recession or Inflation for the US.
Andrew Smithers
The Nikkei Financial Daily (Market Eye Column). , 12th Oct 2006

Rising inflation and falling profits in the rest of the world are among likely consequences of a rising real renminbi.
Andrew Smithers
Martin Wolf's FT economist's forum, 11th Oct 2006

China should either allow the renmimbi to rise or use fiscal stimulas to ease global imbalances.
Andrew Smithers
Martin Wolf's FT Forum, 5th Oct 2006