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Source: Small World, GoComics.com, July 19, 2010. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail. 
Not only does the economies of emerging countries look healthier than those of their mature counterparts, but stock market valuations are also more favorable. Click through for the skinny … [...] 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)
In this video, Morgan Stanley’s Stephen Roach tells WSJ’s Kelly Evans the fragile US recovery could be undone and Federal Reserve Chairman Ben Bernanke’s policies too closely mirror Alan Greenspan’s. He also insists Asian economies aren’t ready to take the baton from the West. [...]
Further to my post of yesterday, arguing that the world economy in general and the U.S. economy in particular will probably escape a double-dip recession, a short note from BCA Research arrived that essentially confirms my conclusion. Read on for the content … [...] More on this topic (What's this?) Is the Dollar Losing its Safe-Haven Status? (GreenLightAdvisor Views, 8/24/11) BCA Research Finds “QE Is Good For The Rich, Bad For The Poor” (Wall Street Sector Selector, 8/15/11) BCA Research Finds " QE Is Good For The Rich, Bad For The Poor " (Phil's Favorites, 8/15/11)
Stimulus vs austerity is the key question that some of the world’s leading economists will be answering in a new Financial Times series. To kick the series off, Martin Wolf, FT’s chief economics commentator, and Chris Giles, FT’s economics editor, examine why the debate has become so important and what has changed in the past year. [...] More on this topic (What's this?) The Economy and Bond Market Radar (January 16, 2012) (GreenLightAdvisor Views, 1/14/12) Daily market update (Nov 16, 2011): Does anyone have a clue what’s going on? (Wall Street Sector Selector, 11/17/11) The Big Picture for the Week of October 16, 2011 (Random Roger's Big Picture, 10/15/11) |
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By Prieur du Plessis, on July 20th, 2010 posted in: 
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