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During and since the massive Tohoku earthquake that hit Japan on March 11, global financial markets have been characterized by a high degree of volatility. I thought it would be worthwhile to compare how the different markets reacted and what trends I could pick up. Click through … [...]
The latest Case-Shiller Home Price Indices have just been released and don’t paint a particularly rosy picture. The seasonally-adjusted 20-City Composite Index fell by 0.2% in February, the eighth consecutive monthly decline, taking it close to the low seen in April 2009 and raising the prospect of a double-dip housing recession. [...] More on this topic (What's this?) Case Shiller's Double Dip Has Come and Gone (Money Morning, 4/27/11) Case-Shiller Index: The Housing Recession is Not Over (Wealth Daily, 3/29/11) Case-Shiller: The Double-Dip Has Arrived (Wealth Daily, 2/22/11)
Chinese stocks fell this morning for the fourth consecutive day on worries about the outlook for corporate earnings growth. The Shanghai B Index in US Dollar plunged 5.4% in today’s trading session … [...] More on this topic (What's this?) Another Day… Another Chinese Scam Stock (Wall Street Daily, 3/16/11) China's Economy 2012 Report: Here's Why (And Where) Your Money Should Be In China (Money Morning, 12/9/11) China: Big Changes Coming Soon (Money Morning, 1/10/12)
Mohamed El-Erian, Pimco CEO & co-CIO, explains how the Fed decided on QE2. “QE has helped the crisis around the world,” he says. But he also adds, that “QE3 would be a very bad idea”. [...]
“Those who are optimistic about Africa say that after many years of colonialism, it is beginning to demonstrate its potential. The continent does have its detractors, who say that while it may have been free of colonial rule for 60 years, the continent continues to battle poverty, corruption, AIDS and armed conflict. However, while Africa does have challenges, I am encouraged by another side of Africa that is gradually emerging with the development of capital markets, consumerism and technology,” said Mark Mobius in this guest post. [...] More on this topic (What's this?) How to Profit if the Nigeria Elections Drive Up Oil Prices (Money Morning, 4/12/11) Africa: Opportunities in Nigeria, Ghana and Kenya (Mobius) (GreenLightAdvisor Views, 4/28/11) Sweeping Reform Attempt Could Shake Up Nigeria’s Oil Industry (Wall Street Sector Selector, 5/4/11)
“If they [China] do not solve the water problem there is no China story,” said commodities guru Jim Rogers in an interview with South China Morning Post. [...] | ||||||||||||||||||||||||||||||||||||||||||||||
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