Emerging Markets – Economic stimulus plans aid stocks, bonds (Reuters): Emerging market stocks, bonds and currencies rose on Monday on expectations of interest rate cuts in the new year and a major U.S. economic stimulus package that would help lift the global economy out of its doldrums.

Brace yourself: Political-market risks in 2009 (Reuters): There are a number of macro risks that will continue to grab headlines in 2009, including the conflicts in Afghanistan and Iraq, cross-border tensions and state instability in Pakistan, and Iran’s 
ongoing quest to develop advanced nuclear technologies.

Chinese companies go abroad (Seking Alpha): Just as a good China strategy is increasingly important to the continued growth and competitiveness of MNCs worldwide, expansion overseas is a top priority for many of China’s leading firms.

By Shaun Rein with China Market Research Group.

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