Section
Infrastructure
238 posts
Emerging Markets Cheat Sheet (April 18, 2011)
Emerging Markets Cheat Sheet (April 18, 2011) Strengths China fixed asset investment (FAI) is up 25 percent in…
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...
Middle East to Spend $80 Billion on Public Transport
This week, the International Association of Public Transport (IAPT) World Congress held its 59th annual conference in Dubai. Two thousand delegates from 80 countries around the world attended the four-day event. In between their meetings, delegates too...
Byron Wein Talks Inflation, the S&P 500, and Why Cutting the Deficit Most Likely Causes a Recession
by Trader Mark, Fund My Mutual Fund It has been a while since we posted any Byron Wein…
Above the Fray (Sonders)
Above the Fray by Liz Ann Sonders , Senior Vice President, Chief Investment Strategist, Charles Schwab & Co.,…
Emerging Markets Cheat Sheet (April 4, 2011)
Emerging Markets Cheat Sheet (April 4, 2011) Strengths As the Shanghai copper price improves, the Shanghai/LME spread is…
In India, Doubts Gather Over Rising Giant's Course (WSJ)
by Trader Mark, Fund My Mutual Fund While I read this piece in the Wall Street Journal, I…
Middle-Class Middleweights to be Growth Champions
Over the next 15 years, the number of children in middle-class households in emerging market cities around the world may grow 10 times faster than those in developed countries. This future generation living in places such as China, Latin America and So...
China Part 1: Planning for its Future (Mobius)
by Mark Mobius, Vice-chairman, Franklin Templeton Investments Chinese officials are concerned about future developments in their country. As…
To QE or Not to QE? That is the Question
To QE or Not to QE? That is the Question March 25, 2011 by Paul Kasriel and Asha…
What's Driving Russia's Outperformance?
What's Driving Russia's Outperformance? By Frank Holmes, John Derrick and Tim Steinle, Co-managers of the U.S. Global Investors…
How the VAR Model and Japan’s Tragedy Affect Investors
Our thoughts and prayers are with the people of Japan. The videos, images and stories of the devastation caused by last week’s earthquake and tsunami have touched our hearts and rattled investor psyches around the world.
The threat of disaster f...
How the VAR Model and Japan’s Tragedy Affect Investors
How the VAR Model and Japan’s Tragedy Affect Investors By Frank Holmes, CEO and Chief Investment Officer, U.S.…
Emerging Markets Cheat Sheet (March 21, 2011)
Emerging Markets Strengths The People’s Bank of China (PBoC) published a household survey for the first quarter of…
Energy and Natural Resources Market Cheat Sheet (March 14, 2011)
Energy and Natural Resources Market Cheat Sheet (March 14, 2011) Strengths The latest China Iron and Steel Association…
Emerging Markets Cheat Sheet (March 14, 2011)
Emerging Markets Cheat Sheet (March 14, 2011) Strengths China’s February industrial production rose 14.9 percent year-over-year, better than…
