Prieur’s readings (August 17, 2009)

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This post provides links to a number of thought-provoking articles I have read over the past few days that you may also find of interest. Please also add the links to any other thought-provoking articles you would like to share to the comments section. [...]

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WealthTrack’s Great Investors: A Conversation with Mark Headley

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This week in the WealthTrack series on Great Investors, Consuelo Mack features Asia veteran Mark Headley, discussing the impact of the financial crisis in Asia as well as potential opportunities in the region. [...]

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How will the economy recover?

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Take you pick: U, V, W or X … [...]

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Words from the (investment) wise for the week that was (August 10 – 16, 2009)

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During the week marking the second anniversary of the start of the credit crunch, stocks, copper, nickel, zinc and sugar recorded fresh 2009 highs. But caution crept back into investors’ vocabulary on Friday when it dawned upon pundits that markets were running away from economic reality. On top of that, Chinese equities – a leading stock market on the way up – saw a reversal of fortune and declined to a five-week low. Read all about this and the implications for financial markets in the weekly “Words from the Wise” review. [...]

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Stock markets disconnected from economy

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With the MSCI World Index, the MSCI Emerging Markets Index and the major US indices coming off the boil yesterday, China may have started leading world stock markets lower. This post argues for a much-needed pullback/consolidation of frothy markets, and includes an interview with Mohamed El-Erian conveying a similar message. [...]

More on this topic (What's this?)
China: Big Changes Coming Soon
What China is Buying Now
Read more on Investing in China at Wikinvest
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Don Coxe webcast – updated

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Donald Coxe has just updated his webcast – make a point of listening to this popular recording. [...]

More on this topic (What's this?)
Must Reads Monday, July, 13, 2009
Trading Video
Predictably Irrational: Chapter 13
Read more on Hutchison Whampoa at Wikinvest
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