Morgan Stanley: Global Economic Forum http://www.morganstanley.com/views/gef Global Economic Forum 1 b5459aa5-4e85-11e1-96ca-0f41ee5e6cdf QE Coming of Age /views/gef/index.html
12:00 AM - Friday, Feb 3, 2012
Global: QE Coming of Age
Spyros Andreopoulos | London
Balance sheet expansion could end up being quasi-permanent. This could be inflationary if the size of the monetary base does not keep in lockstep.

Disclosure Information
]]> Fri, 03 Feb 2012 12:00:00 EST 1420717e-4e86-11e1-96ca-0f41ee5e6cdf 2012 Election Series - ‘Social VAT' - So What_ /views/gef/index.html
12:00 AM - Friday, Feb 3, 2012
France: 2012 Election Series - ‘Social VAT' - So What_
Olivier Bizimana | London
‘Social VAT’ is unlikely to be sufficient to restore the competiveness of French businesses and help job creation.

Disclosure Information
]]> Fri, 03 Feb 2012 12:00:00 EST b063f3b6-4e86-11e1-96ca-0f41ee5e6cdf Budapest Trip Notes /views/gef/index.html
12:00 AM - Friday, Feb 3, 2012
Hungary: Budapest Trip Notes
Pasquale Diana | London
We present key findings from our meetings with local authorities, the NBH, Hungarian analysts and international observers on January 30.

Disclosure Information
]]> Fri, 03 Feb 2012 12:00:00 EST 58b7d6cf-4e87-11e1-96ca-0f41ee5e6cdf F12_13 Budget – Limited New Initiatives, More Handouts /views/gef/index.html
12:00 AM - Friday, Feb 3, 2012
Hong Kong: F12_13 Budget – Limited New Initiatives, More Handouts
Denise Yam, CFA & Ernest Ho | Hong Kong
With another respectable surplus in the current fiscal year, we had not expected radical or visionary initiatives in the latest budget given the imminent change in government.

Disclosure Information
]]> Fri, 03 Feb 2012 12:00:00 EST