Section
Infrastructure
238 posts
Emerging Markets Cheat Sheet (December 27, 2010)
Emerging Markets (December 27, 2010) The three China maps shown below illustrate countries that have equal GDP to…
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...
Bargain Shopping in Peru, Chile and Brazil
Bargain Shopping in Peru, Chile and Brazil By Frank Holmes, CEO and Chief Investment Officer, US Global Investors…
Emerging Markets Diary (December 6, 2010)
Emerging Markets Diary (December 6, 2010) Strengths Both the official and private version of China's Purchasing Managers' Index…
India: Land of Hope and Growth
India: Land of Hope and Growth By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors Indian…
Energy and Natural Resources Market Diary (November 29, 2010)
Energy and Natural Resources Market Diary (November 29, 2010) Strengths Dubai crude—the benchmark crude for Asia—went into backwardation…
Hope is Not a Strategy
by John West, Research Affiliates LLC The asset management business involves its fair share of travel. Mechanical delays,…
Outside the Oval / The Case Against the Fed
Outside the Oval / The Case Against the Fed by John P. Hussman, Ph.D., Hussman Funds When we…
Infrastructure Investing 101
When you envision America’s future, do you picture collapsing bridges, cracking dams and reoccurring brownouts? That’s certainly not the picture of America many would like to paint but it is a possibility if our country’s long-term in...
A Tale of Two Countries (Mobius)
Argentina By Mark Mobius, Executive Chairman, Templeton Emerging Markets Group Argentina’s economy has been growing at a steady…
Anticipating Volatility and the Rise of Emerging Markets
Anticipating Volatility and the Rise of Emerging Markets By Frank Holmes, CEO and Chief Investment Officer, U.S. Global…
Leadership Changes in Latin America (Mobius)
by Dr. Mark Mobius, Vice-Chairman, Franklin Templeton Investments While Latin America has come a long way in the…
Bubble, Crash, Bubble, Crash, Bubble...
Bubble, Crash, Bubble, Crash, Bubble... by John P. Hussman, Ph.D., Hussman Funds "Stock prices rose and long-term interest…
Emerging Markets Diary (November 8, 2010)
Emerging Markets Diary (November 8, 2010) Strengths Shanghai's World Expo came to a close on October 31. The…
China’s High Speed Rails
This week’s Emerging Markets Diary highlighted the growth of high-speed rails in China, with its recent launch of…
Tactical Sector Tweaking
Schwab Sector Views: Tactical Tweaking Brad Sorensen, CFA, Director of Market and Sector Analysis, Schwab Center for Financial…
