Section
Emerging Markets
422 posts
Emerging Markets Cheat Sheet (April 25, 2011)
Emerging Markets Cheat Sheet (April 25, 2011) Strengths China has announced this week that it raised the minimum…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Gangs of New York (Saut)
Gangs of New York by Jeffrey Saut, Chief Investment Strategist, Raymond James April 18, 2011 “The appearance of…
Middle East to Spend $80 Billion on Public Transport
This week, the International Association of Public Transport (IAPT) World Congress held its 59th annual conference in Dubai. Two thousand delegates from 80 countries around the world attended the four-day event. In between their meetings, delegates too...
Gold Market Cheat Sheet (April 4, 2011)
Gold Market Cheat Sheet (April 4, 2011) For the week, spot gold closed at $1,428.80, down $0.94 per…
Middle-Class Middleweights to be Growth Champions
Over the next 15 years, the number of children in middle-class households in emerging market cities around the world may grow 10 times faster than those in developed countries. This future generation living in places such as China, Latin America and So...
What's Driving Russia's Outperformance?
What's Driving Russia's Outperformance? By Frank Holmes, John Derrick and Tim Steinle, Co-managers of the U.S. Global Investors…
China Surpasses Japan in % of World Market Cap
China Surpasses Japan in % of World Market Cap by Bespoke Investment Group Wednesday, March 23, 2011 at 07:23AM…
Developed Countries Getting Hit Hard
by Bespoke Investment Group Equity markets across the country have gotten hit pretty hard since February 18th (when…
Warren Buffett: Full Transcript of March 3, 2011 CNBC Visit
via My Investing Notebook Warren, it's great to see you this morning. WARREN BUFFETT(Berkshire Hathaway Chairman and CEO):…
Emerging Markets Vision 2020 (Mobius)
by Mark Mobius, Vice-Chairman, Franklin Templeton Investments There will always be unforeseen factors and circumstances that might become…
"The Clock Has No Hands?" (Saut)
“The Clock Has No Hands?” by Jeffrey Saut, Chief Investment Strategist, Raymond James February 22, 2011 “We are…
Food Chain: Do Spiking Food Prices Warn of Generalized Inflation?
Food Chain: Do Spiking Food Prices Warn of Generalized Inflation? by Liz Ann Sonders, Senior Vice President, Chief…
BRIC Self Sufficiency Index
Demand for natural resources in the emerging world is increasing, but how much of this increased demand is met by the country’s own production?
This interesting chart from Bank of America-Merrill Lynch shows the supply/demand fundamentals of seve...
Indian Stocks Falter Again, Dropping 1.5% to 7 Month Low as Chinese Raise Interest Rates and Brazilian Monthly Inflation has Highest Spike in 6 Years
by TraderMark, FundMyMutualFund February 8, 2011 In the "nothing matters until it matters" category a cacophony of news…
China in the Year of the Rabbit
China in the Year of the Rabbit By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors…
