Analysis: Emerging market investors dive for stocks amid Fed storm

Developing world investors, buffeted by various “taper tantrums” over the last decade, are now nervously watching as the rainmaker of global markets – the U.S. Federal Reserve – readies its most aggressive rate hike cycle in 17 years.
Analysis: KKR’s Telecom Italia approach may call time on Italy discount

A $12 billion takeover proposal for Telecom Italia by private equity giant KKR has highlighted an ‘Italian discount’, which a surge in investor interest and a European fund aimed at supporting its struggling economy could help narrow.