from the Financial Times..
July 4, 2013
By Camilla Hall, Simeon Kerr, Roula Khalaf, Lionel Barber, Patrick Jenkins and Ed Hammond
As the global economy recovers, the nation must grapple with the end of sky-high returns.
On a visit last year to Qatar Holding’s headquarters, a Gulf banker stepped inside a boardroom, intrigued by what he glimpsed as he walked past. His attention fixed on a set of whiteboards, each scrawled with the names of an array of global companies. This, he suspected, was a shopping list.
[Ed. note: This is a full page, important report for which I will just post the link to avoid too many excerpts.]
Link to the entire report: http://www.ft.com/intl/cms/s/2/dc99ef1e-de45-11e2-9b47-00144feab7de.html#slide0