Section
Global Investing
2574 posts
Debt Be Not Proud (Arnott)
We live in a world profoundly addicted to debt-financed consumption. Today, many people, companies, and countries borrow with…
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...
China and India: Those Two Big Outliers
Why have China and India been able to grow so quickly? This column argues that while the industrial…
India to Open Equity Markets to Foreign Retail Investors
This article is a guest contribution by American Century Investments. Over the past few years, India has moved…
Private and Public Sectors – Motivating and Regulating Markets (Mobius)
This article is a guest contribution by Mark Mobius, Vice-chairman, Franklin Templeton Investments. Even though the government and…
Energy and Natural Resources Market Diary (August 23, 2010)
Energy and Natural Resources Market Diary (August 23, 2010) Strengths According to China's ministry of industry and information…
Emerging Markets Diary (August 23, 2010)
Emerging Markets Diary (August 23, 2010) Strengths Hong Kong's unemployment rate fell to a lower-than-expected 4.3 percent in…
The Next Afghan Battlefield is Oil (Moors)
This article is a guest contribution by Dr. Kent Moors, The Oil and Energy Investor. After a long…
Risky Business (Horrocks)
This article is a guest contribution by Robert Horrocks, CIO, Matthews Asia. Risk and uncertainty are part of…
Rosenberg: Double Dip or Single Scoop?
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. A few readers have…
Gold Market Diary (August 16, 2010)
Gold Market Diary (August 16, 2010) For the week, spot gold closed at $1215 per ounce, up $10,…
Energy and Natural Resources Market Diary (August 16, 2010)
Energy and Natural Resources Market Diary (August 16, 2010) Strengths The Baltic Dry Index of freight rates jumped…
Emerging Markets Diary (August 16, 2010)
Emerging Markets Diary (August 16, 2010) Strengths China’s exports rose 38.1 percent from a year ago to a…
Byron Wien: Investment Outlook (August 2010)
This commentary is a guest contribution from Byron Wien, Vice-chairman, Blackstone Group. Blackstone is pleased to offer the…
Ancient Gold, Modern Value
A 2,200-year-old gold coin was found recently in northern Israel. No, this isn’t one of those radio commercials you hear all the time about a surprising discovery of a stash of rare gold coins in Europe. This is the real deal.
Archaeologists from...
Nouriel Roubini: Not All Gloom and Doom
In this interview, the Economist sits down with Nouriel Roubini of Roubini Global Economics to discuss America’s banking…
