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 By Prieur du Plessis, on July 5th, 2011 posted in: China, Emerging markets, Investment  Leave your comment
Masha Gordon, head of emerging market equities at Pimco, on how Pimco is managing tail risks in its EM equities portfolio. Despite current cyclical headwinds, Pimco sees a benign long term outlook, she says. However, she sees difficulties in investing in the Chinese market. [...] 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) 
According to Chart of the Day, the stock market is currently in the midst of its subpar half of the year. However, the one calendar month (July) which has tended to buck this trend has arrived. [...] More on this topic (What's this?) Dogs Of The Dow For 2012 (Disciplined Approach to Investing, 1/1/12) How to Safely Double Your Dividend Yield With Covered Call Options (Money Morning, 1/19/12) The Dow Struggles In The Month Of June (Disciplined Approach to Investing, 6/4/11) By Prieur du Plessis, on July 5th, 2011 posted in: Investment, Stocks, Technology Leave your comment
Peter Thiel, technology entrepreneur, asks the provocative question: is there an education bubble? He is offering $100,000 a piece to 24 people under age 20 to drop out of school and start high-tech companies. [...] By Prieur du Plessis, on July 5th, 2011 posted in: Economy, Interest Rates, World Leave your comment
“History suggests that central banks will always be called upon to help address their respective societies’ most pressing economic problems. In today’s post-bubble world, these include high and persistent unemployment, financial fragility and high and rising public debts. Inflation, by contrast, does not seem to be high on most people’s worry list, despite the BIS concerns. Therefore, many major central banks are unlikely to heed the BIS call [for increased interest rates], global policy rates are likely to stay low for longer, and global inflation pressures look set to rise over the medium term, in our view,” said Joachim Fels of Morgan Stanley in this guest contribution. [...] More on this topic (What's this?) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) BIS = boost interest rates soon (Wall Street Sector Selector, 7/4/11) Central Banks Gold Withdrawals From BIS Most in at Least 8 Years (The Prudent Investor - Seeing To..., 7/12/11)
By Cees Bruggemans, Chief Economist of FNB. South Africa and the world at large are facing down some temporary headwinds that should ere long give way to more benign tailwind conditions. Or so some of the reasoning goes. Sure, the US remains mired down by defunct [...] More on this topic (What's this?) South Africa: Temporary headwinds playing out (Wall Street Sector Selector, 7/4/11) South Africa’s investor-friendliness questioned (The Big Pond, 7/21/11) Winter Strikes Help Boost This Metal’s Price (Investment U, 8/1/11) |
![[Most Recent Charts from www.kitco.com]](http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_4.gif)
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