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Global Investing
2574 posts
Roundup: Emerging Markets (12/24/2009)
Emerging Markets Strength Thailand’s exports rose 17.2 percent from a year earlier in November—the first year-over-year increase in…
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...
How to Spot That Toxic Friend
and Other Stories for the Holiday Weekend
Here are this weekend's reading diversions. Happy Holiday Weekend and a very Merry Christmas to you and yours!…
Staggered Return to Global Growth
This report is a guest contribution by Paul Kasriel, Northern Trust. Staggered Return to Global Growth December 21,…
SWOT: Emerging Markets
Emerging Markets Strengths Singapore’s exports rose 8.7 percent year-over-year in November, the first increase in 19 months. The…
SWOT: Energy and Natural Resources
Energy and Natural Resources Market Strengths Natural gas futures rallied 12 percent this week on colder weather boosting…
SWOT: Gold Market
Gold Market For the week, spot gold closed at $1,113.20 per ounce, down $2.20, or 0.20 percent. Gold…
Holiday Season Good for Oil Stocks
December 18, 2009 By Brian Hicks and Evan Smith Co-Managers, Global Resources Fund (PSPFX) If 2010 follows the…
Investing in Range-bound Markets
This article is a guest contribution by Vitaliy Katsenelson*, Portfolio Manager and Director at Investment Management Associates in…
Cheap Goods and Labour are not China's only leading exports
In an article published today at GlobeAdvisor.com, Pierre Daillie, Managing Editor, AdvisorAnalyst.com discusses the idea that cheap goods…
SWOT: Emerging Markets
Emerging Markets Strengths China’s passenger car sales rose to 1.04 million units in November, a 98 percent surge…
SWOT: Energy and Natural Resources
Energy and Natural Resources Market Strengths In a preliminary update to its Medium Term Oil Market Report, the…
SWOT: Gold Market
Gold Market For the week, spot gold closed at $1,115.40 per ounce down $46.00 or 3.96 percent. Gold…
China as a Nuclear Power Play
China as a Nuclear Power Play By Romeo Dator Co-manager, China Region Fund (USCOX) Like all major economies,…
Rosenberg: US Bear, Canada Bull - Setting the Record Straight
In today's Breakfast with Dave, David Rosenberg (Rosie), Chief Economist, Gluskin Sheff, sets the record straight about being…
Lessons From India
by Norm Trainor, The Covenant Group I just returned from a ten day business trip to India. During…
