Section
Infrastructure
238 posts
Perception vs. Reality (Sonders)
Key points Market volume continues its traditional August swoon, making it difficult to gauge much from stock market…
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...
Emerging Markets Diary (August 30, 2010)
Emerging Markets Diary (August 30, 2010) Strengths Thailand’s GDP expanded by a higher-than-expected 9.1 percent in the second…
Why Another Fiscal Stimulus Won't Do (PIMCO)
· What is critical to keep in mind is that this situation is part of a broad, multiyear…
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…
The Biggest (And Getting Bigger) City You’ve Never Heard Of
Deep inside China, the city of Chongqing is growing so fast that maps are out of date the moment they’re printed. Even for a country busting at the seams with development, Chongqing is exceptional—it’s the world’s fastest growin...
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…
"Deflation?!" (Saut)
This article is a guest contribution by Jeffrey Saut, Chief Investment Strategist, Raymond James. “With Treasury bond yields…
China is Winning the Energy Race (Casey Research)
This article is a guest contribution by Marin Katusa of Casey's Energy Opportunities. China Is Winning the Energy…
Hersh Cohen: "There's a powerful opportunity that is generally being ignored"
This article/transcript is a guest contribution from Consuelo Mack's Wealthtrack, of last week's interview with legendary fund manager,…
The Next Big Emerging Markets?
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. When countries get grouped together for economic…
Rupee Gets a Symbol
India’s rupee is now in an exclusive club – it joins Japan, Britain, the European Union and the U.S. as the only currencies to have globally recognized symbols.
The new symbol, shown in the picture, came out of a contest held by the Indian ...
Mobius: Comments on Brazil, India, and Emerging Markets
This article is a guest contribution from Mark Mobius, Vice-chairman, Franklin Templeton Investments. Here are my responses to…
Brazil Feeds the World
Cheap labor and a good climate for crops have positioned Brazil to make gains in agriculture. This week…
George Magnus: Demographics, Destiny and Asset Markets
by George Magnus, Contributing Editor and Senior Economic Advisor, UBS Investment Bank, for Boeckh Investment Letter. As the…
