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 By Prieur du Plessis, on May 14th, 2010 posted in: Emerging markets, Investment, Stocks  2 people had their say - chime in!
In the absence of much scope for a further increase in PEs, especially with interest rates in many developing countries bottoming out, emerging stock markets require sustained earnings growth to take prices to higher levels. This is no longer a “dart board” market and individual country selection has again become key. [...] More on this topic (What's this?) Emerging Market Bonds: Less Risk Than You Think (Investment U, 5/11/12) Emerging Markets: The Ultimate High Growth Investments (Investment U, 4/3/12) Investing in Emerging Markets with U.S.-Traded ADRs (Money Morning, 5/7/12)
In this post, Barry Ritholtz shares his outlook for stock markets. [...] More on this topic (What's this?) Yahoo (Nasdaq: YHOO) Needs More Than Just a New CEO (Money Morning, 5/14/12) If I Owned Yahoo (Nasdaq: YHOO) Stock, I'd Be Pissed (Money Morning, 5/17/12) Does Yahoo’s Ex CEO Really Have Cancer, Or Is He Bluffing? (Value Investing, 5/14/12) 
Nassim Taleb, professor at New York University and author of “The Black Swan: The Impact of the Highly Improbable”, talks with Bloomberg’s Erik Schatzker about the May 6 stock market selloff and his investment strategy. Taleb also discusses the drivers for the financial crisis, the U.S. economy and the performance of Treasury Secretary Timothy Geithner and Federal Reserve Chairman Ben Bernanke. [...] More on this topic (What's this?) Paul Krugman and Ron Paul to Debate! (Video) (Value Investing, 4/30/12) Get Bloomberg Businessweek Magazine for 85% Off (Value Stock Guide, 4/24/12) Warren Buffett Special Tomorrow on Bloomberg TV (Value Investing, 5/2/12)
A new Wall Street Journal survey of economists shows the crisis in Europe is delaying expectations for interest-rate hikes in the U.S. Click through … [...]
By Cees Bruggemans, Chief Economist FNB. There is much clamouring for a weaker Rand. Indeed, why stop at fair value (reckoned at 8.50:$) if you can get 9:$ or 10.50:$? Why not go straight to 15:$ and feel really rich (for a while, at least, until you want [...] By Prieur du Plessis, on May 14th, 2010 posted in: Economy, Europe, Guest Bloggers Leave your comment
“Longer term, none of the measures announced over the weekend tackle the fundamental issues of uncompetitive economies across the southern part of the Euro-zone,” said Victoria Marklew in this guest post. [...] More on this topic (What's this?) Eurozone Descends into a Farce as "Grexit" Looms Large (Money Morning, 5/18/12) European Fiscal Compact In Crisis As Irish Vote Looms (Value Investing, 5/7/12) Greece’s Upcoming Election May Be its Undoing (Wall Street Daily, 4/12/12) |
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