Archive for February, 2008

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Friday, February 29th, 2008

Surging Asian inflation could hit Western markets

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.

6 Comments » - Posted in Money, Markets, Investment, Currencies, Bonds by Prieur du Plessis
Thursday, February 28th, 2008

A message from Government

Source: Unknown

No Comments » - Posted in Humor by Prieur du Plessis
Thursday, February 28th, 2008

South African inflation surprises on the upside

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, with the annual rate […]

No Comments » - Posted in South Africa by Prieur du Plessis
Wednesday, February 27th, 2008

South African economic growth facing slowdown

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 5%, while, strangely, one […]

No Comments » - Posted in South Africa by Prieur du Plessis
Wednesday, February 27th, 2008

Believe it or not!

Source: Unknown

No Comments » - Posted in Humor by Prieur du Plessis
Wednesday, February 27th, 2008

US stock market returns – what is in store?

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.

10 Comments » - Posted in Wall Street, Stocks, Investment, Equities by Prieur du Plessis
Tuesday, February 26th, 2008

The peak of an iceberg, Captain Bernanke?

Source: Phil’s Stock World, February 21, 2008.

No Comments » - Posted in Humor by Prieur du Plessis
Tuesday, February 26th, 2008

Roll up consumers – save the US economy

Source: About.com

No Comments » - Posted in Humor by Prieur du Plessis
Tuesday, February 26th, 2008

US economy – that recessionary feeling

Source: Tom Toles, Yahoo News (via Barry Ritholtz’s Big Picture).

No Comments » - Posted in Humor by Prieur du Plessis
Sunday, February 24th, 2008

Words from the (investment) wise for the week that was (Feb 18 – 24, 2008)

Investors had to stomach another roller-coaster ride last week as mounting concerns about a recessionary US economy and the implications for global growth and corporate earnings continued to weigh on sentiment. Read all about this in my regular weekly blog post, highlighting some thought-provoking news items and quotes from market commentators during the past week, and briefly reviewing the week’s market action on the basis of economic statistics and a performance chart.

9 Comments » - Posted in Markets, Investment, Economy by Prieur du Plessis
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