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Global Investing
2574 posts
Mobius: Spotlight on Southeast Asia
This note is a guest contribution by Mark Mobius, Vice Chairman, Franklin Templeton Investments. Southeast Asia, which comprises…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Mark Mobius on BRIC Stocks and the Bull Market
The following is an interview between Mark Mobius and Bloomberg: (This is not a legal transcript. Bloomberg LP…
The Oil Spill - Disasters and Opportunities
by Dr. Kent Moors, Editor, The Oil & Energy Investor May 5, 2010 I find it uncomfortable to…
Gold Demand Trends
This article is a guest contribution from Frank Holmes, US Global Investors. The World Gold Council (WGC) sees…
Gold Market Diary (5/31/2010)
Gold Market Diary (5/31/2010) For the week, spot gold closed at $1,214.38 per ounce up $37.28 or 3.17…
Energy and Natural Resources Market Diary (5/31/2010)
Energy and Natural Resources Market Diary (5/31/2010) Strengths The price of crude oil gained nearly 6 percent to…
Emerging Markets Diary (5/31/2010)
Emerging Markets Diary (5/31/2010) Strengths Philippinesā GDP expanded by a much higher than expected 7.3 percent year-over-year in…
Finding a Niche in South Korea (Mark Mobius)
This article is a guest contribution by Mark Mobius, Vice-Chairman, Franklin Templeton Investments. The renewed tensions in the…
Chinaās Back-Door Push Into Our Front Yard
This article is a guest contribution by *Dr. Kent Moors, Oil and Energy Investor. Email this article |…
Gold Market Notebook (5/24/2010)
Gold Market Diary (5/24/2010) For the week, spot gold closed at $1,177.10 per ounce down $56.08 or 4.55…
Energy and Natural Resources Market Notebook (5/24/2010)
Energy and Natural Resources Market Notebook (5/24/2010) Strengths The U.S. exported more than 1.04 million metric tons of…
Brazilās Infrastructure Plays Catch Up
This article is a guest contribution byFrank Holmes, CIO, U.S. Global Investors. Brazil has become one of the…
Hugh Hendry: Investment Outlook May 2010
This article is Hugh Hendry's letter to Eclectica Fund investors for May 2010. THE ECLECTICA FUND Manager Commentary,…
The Ugly Truth About RMB Revaluation for Latin America
This article is a guest contribution by Ambrogio Cesa-Bianchi, Hashem Pesaran, Alessandro Rebucci, Cesar E. Tamayo, and TengTeng…
You No Longer Have to Be Crazy to Buy Gold
This article is a guest contribution by John Thomas, of the Mad Hedge Fund Trader, via ZeroHedge.com. The…
