Section
Infrastructure
238 posts
Postcard from India (Matthews)
This article is a guest contribution by Sharat Shroff, CFA, Portfolio Manager, Matthews International Capital Management, LLC. There…
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...
Hussman: Implications of a Likely Economic Downturn
This article is a guest contribution by John P. Hussman, Ph.D., Hussman Funds. A week ago, we accumulated…
The Future Market for Alternative Cars
This article is a guest contribution by Frank Holmes, CEO, US Global Investors. Tesla became the first American…
The Future Market for Alternative Cars
Tesla became the first American automaker to go public since 1956 today as shares began trading under the ticker TSLA on the Nasdaq. With its most expensive car selling for more than $100k, Tesla is looking to strike a chord with wealthy yet environmen...
Steel Supports Recovery
This note is a guest contribution by Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors. One…
World Cup Fever in Africa
This article is a guest contribution by Mark Mobius, Vice Chairman, Franklin Templeton Investments. I’m sure a number…
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...
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…
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...
Afghan Riches: Not So Fast
The New York Times recently ran a story claiming that $1 trillion worth of mineral wealth lay under the soils of Afghanistan, and this war-ravaged country could become “one of the most important mining centers in the world.”
It’s an i...
World Spotlight on South Africa
South Africa takes to the world stage as it hosts soccer’s first World Cup to be played on the African continent. For the next 30 days, the eyes of the globe will be watching Rooney, Cristiano Ronaldo, Maicon and Messi battle it out for world soc...
World Spotlight on South Africa
By Frank Holmes, CEO and chief investment officer, U.S. Global Investors. South Africa takes to the world stage…
Emerging Markets Diary (June 14, 2010)
Emerging Markets Diary (June 14, 2010) Strengths China’s exports climbed 48.5 percent year-over-year and 9.9 percent month-over-month in…
