There are two differing viewpoints of the financial services industry, the view from the outside and the view from the inside.

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Markit, for example, gathers information from a large collection of financial services companies to provide an independent view on the value of credit default swaps.

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For a start, Goldman's partners are taking a view only of financial-services firms, not the stockmarket as a whole.

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The Financial Services Authority has now added its own view of what went wrong, with more access to information than others.

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Siddhartha Sanyal, chief economist at Edelweiss Capital, a financial services firm in Mumbai, noted that exit polls tend to get influenced by the consensus view prevalent in the media.

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