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For several months, developed markets have outperformed emerging markets and for four years now the Brics grouping (Brazil, Russia, India and China) has done no better than emerging markets generally. In this video clip, FT Lex’s John Authers and Vincent Boland look at the future of the Brics investment strategy and the alternatives. [...] More on this topic (What's this?) Are These Two Emerging Markets Getting Too Close? (Investment U, 3/9/11) Emerging Markets Forecast 2012: Forget the BRICs! Here Are the Best Emerging Markets of 2012 (Money Morning, 1/13/12) Investing in Emerging Markets Infrastructure (Investment U, 1/19/12)
The article below is a guest contribution by Prof P.D.F. Strydom. When thinking about South Africa’s growth potential and the presently favoured policy approach, it may assist our understanding by not following conventional channels of systemisation. The South African government appears to have a clear sense of what [...] More on this topic (What's this?) China's Five-Year Economic Plan Calls For Slower Growth (Money Morning, 2/28/11) The WSJ's Most Controversial Article... Ever (Wealth Daily, 2/2/11) Is China a Bubble? (Expected Returns, 2/10/11) 
The non-manufacturing/services PMIs released for February 2011 continued to build on the already robust levels and are reminiscent of the robust manufacturing PMIs. Click through for my monthly PMI Scorecard. [...]  By Prieur du Plessis, on March 5th, 2011 posted in: Economy, Geopolitical  2 people had their say - chime in!
Gerald Celente, the man behind the famous Trends Journal, is Max Keiser’s guest for this edition of “On the Edge”. The main focus of the interview is on the relationship between the Middle East uprisings and financial changes as a result of such political transformations. [...] More on this topic (What's this?) Max Keiser’s “On the Edge”: Face to Face with Gerald Celente (Wall Street Sector Selector, 3/5/11) Southeast Australia max temp index (Weather and Commodity Trading, 3/21/11) Fashionistas Go Long (Length) (Wall Street Sector Selector, 2/14/11)
A successful handoff from public to private credit creation has yet to be accomplished, and it is that handoff that ultimately will determine the outlook for real growth and stability. In his latest Investment Outlook newsletter, Bill Gross wonders who will buy Treasuries when the Fed doesn’t. The question really is at what yield, and what are the price repercussions if the adjustments are significant. [...] More on this topic (What's this?) Fleckenstein Pins High Prices on the Fed (Wealth Daily, 2/24/11) Out of Answers, Federal Reserve Can Only Offer Empty Rhetoric (Money Morning, 12/13/11) The Federal Reserve, Credit and Interest Rates (Learn Mining News, 1/28/11) |
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