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 By Prieur du Plessis, on July 21st, 2011 posted in: Emerging markets, Investment  2 people had their say - chime in!
Emerging-market equities have underperformed mature-market equities since the start of the year, with the MSCI Emerging Market Index down 1.4% while the MSCI World Index is up 2.04% and the S&P 500 4.6%. This raises the question of whether investors have lost faith in emerging-market equities. Read on for an interesting analysis … [...] 
“Bloomberg Risk Takers” profiles Michael Burry, the former hedge-fund manager who predicted the housing market’s plunge. He forecast that the bubble would burst as early as 2007, and he acted on his conviction by betting against subprime mortgages. [...] More on this topic (What's this?) Special: Advanced Transcript of Michael Burry on Bloomberg TV Tomorrow Night 9PM (Value Investing, 7/18/11) Are Acquirers Now Adding Value?? (, 7/19/11) Get Bloomberg Businessweek Magazine for 85% Off (Value Stock Guide, 4/24/12)
As wage talks between South African mines and labour have become deadlocked, the mood among mine workers and labour in general is for strikes and I doubt it will be averted. I think we are probably in for a minimum of two to three weeks of strike action, with potentially positive implications for the platinum price. Read on … [...] More on this topic (What's this?) Platinum: The Other White Metal (Investment U, 8/31/11) Winter Strikes Help Boost This Metal’s Price (Investment U, 8/1/11) Investing Beyond Gold and Silver with Platinum (Wealth Daily, 9/20/11)
James Grant, publisher of Grant’s Interest Rate Observer, talks about negotiations between U.S. lawmakers over raising the federal debt ceiling and reducing the budget deficit. He also discusses the Treasury market, the gold standard and Europe’s sovereign debt crisis. [...]
As I said last week, the ECRI WLI smoothed annualized growth rate is at a clear make-or-break stage. The current smoothed annualized growth rate of the ECRI WLI could herald the bottom of the downtrend in the growth rate unless the S&P 500, metal prices and bond yields continue to fall. My simulations indicate that any rise in the above-mentioned constituents will immediately be reflected in improvements in their growth rates and that of the WLI. My bets are on the latter! [...] More on this topic (What's this?) U.S. Debt Downgrade Impacts Stocks More Than Debt (Investment U, 8/9/11) Economist Gary Shilling: S&P 500 will drop 43% this year? (Value Investing, 4/11/12) The United States is Bankrupt (Wealth Daily, 7/25/11)
Eric King recently conducted an excellent interview with Felix Zulauf, Founder and President of Zug-based Zulauf Asset Management. He has worked in the financial markets and asset management for almost 40 years, and always believed that the world economy and the financial markets move in cycles. That has helped him avoid all the major casualties in the financial markets since the 1973/74 bear market in equities. [...] More on this topic (What's this?) Asset Management Companies in India – Growing Financial Inclusion boosting Investment Companies... (Green World Investor, 7/3/11) "During April, The People In Seattle Could Have Just As Easily Been In Tokyo For The Amount Of Ho... (George Washington's Blog, 7/12/11) Independence Day (George Washington's Blog, 7/4/11) |
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