Section
Global Investing
2509 posts
Emerging Markets Diary (June 28, 2010)
Emerging Markets Diary (June 28, 2010) Strengths China unpegged its currency from the U.S. dollar one week ahead…
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...
World Cup Fever in Africa
This article is a guest contribution by Mark Mobius, Vice Chairman, Franklin Templeton Investments. I’m sure a number…
How politicians excited financial markets' attack on the Eurozone
This article is co-authored by Jacopo Carmassi, Fellow of the Wharton Financial Institutions Center, and Stefano Micossi, Director…
Country 'PEG' Ratios
This note is a guest contribution from Bespoke Investment Group. The PEG ratio is used for individual stocks…
Daniel Arbess - 2010 Investment Strategy
This presentation from star hedge fund manager, Daniel Arbess, a native of Canada, and managing partner of Perella…
Steel Supports Recovery
One good way to measure the strength of the global recovery is with a steel yardstick.
At 124 million metric tons, global crude steel output last month was up 29 percent year over year due to growing demand, and it was nearly 10 percent above pre-reces...
Copper: A Diversifying Metal
This article is a guest contribution by Mark Noble of Horizons ETFs. Copper: A diversifying metal Copper can,…
Copper & Baltic Dry Index Not Confirming Any Firm Reason for Rallying
This article is a guest contribution by TraderMark. It's been quite remarkable to watch this market rally in…
Chart of the Week – Chinese Wages
Labor unrest is rising in various forms in China, with industrial workers using their power of numbers to try to secure higher wages and better working conditions. The protests have been peaceful for the most part, though some have involved clashes wit...
Navigating Fears of the Bond Market
This article is a guest contribution from James Pressler, Northern Trust. As we take stock of the global…
Indian Economy Poised for Double-Digit Growth
This article is a guest contribution from American Century Investments. June 14, 2010 Last week India's finance minister…
China's Yuan Policy Shift Not a Game-Changer
This article is a guest contribution by David Rosenberg, Chief Market Economist, Gluskin Sheff. WHILE YOU WERE SLEEPING…
An Expert’s View on Yuan Appreciation
Global markets got a nice lift on news that China will allow gradual appreciation of its currency against the U.S. dollar.
But those who closely watch the issue are emphasizing the word “gradual,” as in “don’t expect too much ac...
Europe’s Problems Shift to the Soccer Pitch
This article is a guest contribution by David Andrews, CFA, Director, Investment Management & Research, RichardsonGMP Ltd. Many…
Finding Gold in the Mainstream
The New York Times dedicated a chunk of last Sunday’s paper to gold as a mainstream investment. In other words, gold is now legit -- no longer can it be dismissed as the asset of choice for fringe types with a cellar full of canned goods and a st...
