17 « October « 2011 « Investment Postcards from Cape Town

Ever since I started my investment career as a mining analyst in 1984, I have taken a keen interest in gold stocks. The behavior of the miners in recent times warrants special attention. […]

Slim chance of hard landing for China, says O’Neill

By Prieur du Plessis, on October 17th, 2011 posted in: China, Economy

Jim O’Neill, Chairman of Goldman Sachs Asset Management and the man who coined the term BRICs, explains why he thinks China is not headed for a hard landing. […]

Chinese stocks – offering value?

By Prieur du Plessis, on October 17th, 2011 posted in: China, Stocks

The Chinese stock market has taken a real hammering since its peak in mid-2009. Click through for a short analysis. […]

Chinese stocks to rise, banks are “cheap,” says ING

By Prieur du Plessis, on October 17th, 2011 posted in: China, Stocks

Michael Chiu, a fund manager at ING Investment Management Asia, talks about the outlook for Chinese stocks. […]

Monetary policy: Week in review (October 15, 2011)

By Prieur du Plessis, on October 17th, 2011 posted in: Economy, Interest Rates

The past week in monetary policy saw 12 central banks reviewing monetary policy settings, with 6 adjusting interest rates. Click through for a comprehensive review. […]

The pitfall of rock star economists

By Prieur du Plessis, on October 17th, 2011 posted in: Economy

“Economists need to get back to being actual economists and not market directional cheerleaders; we have enough of those already in financial markets talking their respective books!” said Dian Chu in this guest contribution. […]