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Global Investing
2574 posts
Mobius: Bear Stearns - The Bear That Started It All
This article is a guest post by Dr. Mark Mobius, Franklin Templeton Asset Management. Email this article |…
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...
Postcard from China - Labour Shortfall
by Richard Gao, Portfolio Manager, Matthews International Capital Management, LLC. Email this article | Print this article I…
David Rosenberg on 'Buy and Hold'
This article is a guest contribution by Richard Shaw, QVM Group. In market comments (03/11/2010), David Rosenberg of…
Economy and Bond Market Diary (March 20, 2010)
Economy and Bond Market Diary Treasury bond yields were mixed this week, with short-term yields rising modestly while…
Energy and Natural Resources Diary (March 20, 2010)
Energy and Natural Resources Market Diary Strengths OPEC is increasing oil drilling at the fastest rate in 2…
Emerging Markets Diary (March 20, 2010)
Emerging Markets Diary (March 20, 2010) Strengths Standard & Poor upgraded Indonesia’s sovereign debt rating to BB, only…
Emerging Markets on Buying Spree
By Frank Holmes CEO and Chief Investment Officer Email this article | Print this article It’s getting to…
Assessing India and China
Sunil Asnani Research Analyst Matthews International Capital Management, LLC Email this article | Print this article Investors often…
How will an RMB revaluation affect China, the US, and the world?
by Michael Pettis, author of China Financial Markets blog, and professor at Peking University's Guanghua School of Management.…
Tata Motors (TTM): Big potential for Nano
by Paul Goodwin, editor The Cabot China & Emerging Markets Report Print this article Email this article The…
Gold is Money
by Nick Barisheff, BMG Inc. Print this article Email this article Unlike the world's currencies, gold retains its…
Lessons from India
by Norm Trainor I just returned from a ten day business trip to India. During my trip, I…
Energy and Natural Resources Market Highlights (3/15/2010)
Energy and Natural Resources Market The source of this graph is IHS Herold. The securities identified in the…
Emerging Markets Highlights (3/15/2010)
Emerging Markets Strengths The number of people living at or above the level of “medium development”— considered to…
Why Gold is Declining (The King Report)
We received several inquiries about why gold is declining.
Our view is gold is retrenching because: - UK…
