Emerging Markets
Is the Chinese Economy Recession-Proof?
Interesting panel discussion with several Chinese economists via McKinsey Quarterly.
Share and Enjoy:
Stop the presses: Roubini is bullish about something!
NYU Economist Nouriel Roubini has been on television or quoted elsewhere in the press at least 14,000 times in the past year or two. Astonishingly, journalists almost never seem to ask him the most interesting question: “So, Dr. Doom, are there any markets in the world that you actually like?”
A plausible theory is that the [...]
Asia Economic Outlook from CLSA Conference
Frank Holmes, CEO of US Global Investors, shares a few interesting notes from his trip to the latest CLSA investment conference in Singapore.
The conference in Singapore also featured presentations by CLSA strategists and economists looking at the broader economic outlook for 2009 and 2010. Here are some of the interesting points made in those presentations:
[...]
Must Read: Beware of Chinese Stocks on OTCBB
If you’re convinced that you have come across an amazing, undiscovered Chinese company trading on the OTC Bulletin Board, do yourself a favor and check out Peter Fuhrman’s blog China First Capital. Peter’s an investment banker who specializes in raising capital for Chinese companies and he knows the Chinese IPO landscape pretty well. And it’s [...]
Investing in BRICs with ETFs
The BRIC investment theme — as in Brazil, Russia, India and China — has been an enormously popular topic in international investing circles since Goldman Sachs economist Jim O’Neill coined the acronym back in 2003. It’s hard to believe it’s been 6 years. The seminal pieces of Goldman’s BRICs research along with some other interesting [...]
