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Craigs Investment Partners a few weeks ago hosted Dr Mark Mobius, Chairman of Templeton Asset Management, for a presentation on “The Outlook of Emerging Markets”. Long, but good viewing material. [...] More on this topic (What's this?) Investing in Emerging Markets Infrastructure (Investment U, 1/19/12) Emerging Markets Forecast 2012: Forget the BRICs! Here Are the Best Emerging Markets of 2012 (Money Morning, 1/13/12) The Best Emerging Markets for 2012 – Part 2 (Wall Street Daily, 12/26/11)
Yesterday’s data report on US initial claims for unemployment insurance showed a decrease by 14,000 to 442,000, representing a larger drop than expected. The report is positive on the face of it, but a decline in jobless claims is not necessarily a sign of a turnaround in employment … [...] More on this topic (What's this?) The Truth Behind the U.S. Labor Department Employment Report (Money Morning, 1/6/12) President Obama’s Favorite Chart (Wall Street Daily, 1/13/12) Surprise Jump in U.S. December Payrolls (Wall Street Daily, 1/9/12)
US and China are headed towards a currency war, Harcard professor Niall Ferguson told lawmakers, as Congress considers a tariff on Chinese imports. [...]
In the debate to overhaul financial regulation, Elizabeth Warren has divided Washington in her push to create a new consumer financial protection agency. Click through for the video. [...]
“Internationally, China is under growing pressure − especially from the United States − to appreciate the value of the yuan. Chinese leaders contend that the yuan’s role in trade balance is limited, and have asked nations to loosen the restriction on the import of products instead,” Dian Chu introduced this very topical guest post. [...] More on this topic (What's this?) The Madness of Crowds: How to Play Bonds, China, and Gold in 2012 (Money Morning, 1/11/12) Yuan to Jump on the Golden Bandwagon? (Contrarian Profits, 5/28/09) Chinese to start settling trade in Yuan (Credit Writedowns, 4/9/09) | ||||||||||||||||||||||||||||||||||||||||
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