Section
India
584 posts
Bespoke: BRIC countries continue to surge
Bespoke Investment Group, who do a brilliant job charting, have put together the year-to-date look at BRICs vs.…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
BRICs, Canada Showing Relative Strength
It appears that the countries with either the healthiest banking and financial systems, or strongest economic growth fundamentals,…
Country ETFs Overbought
This is a guest post from Bespoke Investment Group: From our daily ETF Trends report at below we…
Jim O'Neil and Nouriel Roubini: FT.com Interview
April 6, 2009: Nouriel Roubini of New York University and Jim O'Neil, Chief Economist at Goldman Sachs, talk…
George Soros: Interview
Maria Bartiromo interviews George Soros about the IMFs plan to make available as much as $750-billion in SDRs…
Agriculture: Fundamentals Strong at the Core
This week's Economist magazine provides a strong outlook for agricultural investment and commodities. The article, Green Shoots, dated…
How are the BRICs Doing?
Highlighted below are two charts from Bespoke Investment Group detailing the relative performance of the BRIC Markets (Brazil,…
Richard Russell (Dow Theory Letters): Potential buyers of gold?
The following is an excerpt from Richard Russell's Dow Theory Letters, February 18, 2009. “Here are some figures,…
Donald Coxe: A Difference of Opinion on the Stimulus Program? (February 13, 2009)
Donald Coxe, Chief Investment Strategist, Coxe Advisors LLC's, weekly conference call is an excellent source of outlook and…
Donald Coxe: Have Commodities Started to Outperform?
Although we have anxiously awaited a new issue of Basic Points from Donald Coxe, since he announced his…
Is Wall Street Responsible for 2008's Oil Bubble?
Back in late June, we [GreenLightAdvisor.com] interviewed Stephen Briese, a seasoned commodities trader, who, based on CoT (Commitments…
Jim O'Neill Discusses World, BRICs
Jim O'Neill, Chief Economist, Goldman Sachs , who invented the "BRICs" asset class is interviewed by FT.com's David…
Emerging Markets in 2009
Michael Hartnett, Chief Global Emerging Markets Strategist, Merrill Lynch is interviewed by Bloomberg TV, December 12, 2008 (click…
World Markets Snapshot (12/10/2008)
Below is the World Markets Snapshot published by The Economist, Year-to-Date to December 10, 2008. Among the notable…
