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 By Prieur du Plessis, on February 29th, 2008 posted in: Bonds, Currencies, Investment, Markets, Money  6 people had their say - chime in!
The upshot of rapidly rising inflation in Asia could not only result in stronger Asian currencies, but also in reduced Asian investment in Western bond markets and, over the longer term, the need for higher real rates in the West with commensurate implications for lower economic activity. Of immediate consequence: be very careful of overvalued US and EMU government bonds. […]
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(What's this?)
Dividend Growth Stocks Protect Investors from Inflation
(Dividend Growth Investor, 7/29/15)
Evidence of Runaway Inflation: Would You Pay $82MM for This?
(the Underground Investor, 5/24/15)
Gold Prices Going Up: 3 Reasons to Invest in the Yellow Metal
(Jutia Group, 7/4/15)
By Kevin Lings In January 2008, headline CPI inflation rose by a large 1.1% m/m, with the annual rate jumping to 9.3% y/y from 9.0% y/y in December. This was above market expectations for the rate to remain unchanged at 9.0% y/y. CPIX inflation also rose substantially, up 1.2% m/m in January, […]
More on this topic
(What's this?)
Dividend Growth Stocks Protect Investors from Inflation
(Dividend Growth Investor, 7/29/15)
Evidence of Runaway Inflation: Would You Pay $82MM for This?
(the Underground Investor, 5/24/15)
Gold Prices Going Up: 3 Reasons to Invest in the Yellow Metal
(Jutia Group, 7/4/15)
By Kevin Lings In Q4 2007 SA GDP grew by a very robust 5.3% q/q annualised (seasonally adjusted), up from a slightly revised 4.8% q/q in Q3 2007. SA’s Q4 2007 growth rate was well above market expectations for an increase of 4.4%. In fact, none of the analysts expected growth above […]
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(What's this?)
Harebrained Scheme – India’s government owned power utility NPTC plans to build a g...
(Green World Investor, 8/16/15)
U.S. Manufacturing Sector: Up and Growing
(Jutia Group, 6/2/15)
U.S. Manufacturing Slowing Down; Regional Data Suggests Trouble Ahead
(Jutia Group, 5/22/15)
By Prieur du Plessis, on February 27th, 2008 posted in: Equities, Investment, Stocks, Wall Street 10 people had their say - chime in!
Based on a multi-year comparison of the price-earnings (PE) ratios of the S&P 500 Index and the forward real returns, investors should be aware of the fact that the stock market is by historical standards not in cheap territory, arguing for luke-warm long-term returns. As a matter of fact, there is a distinct possibility of some negative returns. […]
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(What's this?)
Five High-Quality Dividend Growth Stocks That Look Very Appealing After Recent Volatility
(The DIV-Net, 9/4/15)
Market Volatility In Perspective
(Disciplined Approach to Investing, 8/14/15)
High Beta Underperforming Low Volatility
(Disciplined Approach to Investing, 8/19/15)
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