Section
China
609 posts
International Market Snapshot (July 22, 2010)
This note is a guest contribution by Bespoke Investment Group. The S&P 500 has made a nice move…
Mobius: Comments on Brazil, India, and Emerging Markets
This article is a guest contribution from Mark Mobius, Vice-chairman, Franklin Templeton Investments. Here are my responses to…
China's Currency Move a Success
by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. When the Chinese government changed its currency…
A New Age of Energy
Five years ago, nearly every natural resource investor knew two things to be true. First, South Africa was the world’s largest producer of gold and second, that the U.S. used more energy than anyone else in the world. Titles both countries had he...
James Paulsen: Double-Dip or Soft Patch???
Double-Dip or Soft Patch??? by James Paulsen, Chief Investment Officer, Wells Capital Management. July 16, 2010 Consecutive monthly…
A Kindler Gentler View of Outsourcing
Forget the conventional notion of job outsourcing to emerging markets as just exploiting the worldâs most economically vulnerable…
Brazil Feeds the World
Cheap labor and a good climate for crops have positioned Brazil to make gains in agriculture. This week…
The Case for Emerging Markets
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors One of the best selling points for…
Hussman: Don't Take the Bait
This article is a guest contribution by John P. Hussman, Ph.D., Hussman Funds Breaking News: Philly Fed Survey…
The Economy and Bond Market Diary (July 19, 2010)
The Economy and Bond Market Diary (July 19, 2010) Treasury bonds rallied this week as the low inflation…
Energy and Natural Resources Market Diary (July 19, 2010)
Energy and Natural Resources Market Diary (July 19, 2010) Strengths Chinaâs crude oil imports reached a monthly record…
Emerging Markets Diary (July 19, 2010)
Emerging Markets Diary (July 19, 2010) Strengths Chinaâs inflation rate for June came in at 2.9 percent versus…
George Magnus: Demographics, Destiny and Asset Markets
by George Magnus, Contributing Editor and Senior Economic Advisor, UBS Investment Bank, for Boeckh Investment Letter. As the…
Why Bullion is Outperforming Mining Stocks
Why Bullion is Outperforming Mining Stocks But it doesnât have to be an either/or decision As published in…
