Features
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 [...]
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 [...]
How to think about Chinese Stocks
Vitaliy Katsenelson has a skeptical piece on China’s economic “miracle” at MSN Money. As we pointed out earlier this month, skepticism has never been a strong suit of the Raging China Bulls and it’s refreshing to hear intelligent, contrarian voices like Vitaliy on the investment side or Derek Scissors for a broader economic/political view.
But there’s [...]
Must Read: Fact and Fiction in China
China is without question one of the biggest and most important markets for global investors to understand. Whether you’re a Bull or Bear on Chinese stocks, you need to understand how the Chinese economy will affect the companies in your portfolio, wherever those companies may be located.
Investors also need to be able to filter through [...]
8 Lessons from Sir John Templeton
Sir John Templeton left behind a lifetime of investing wisdom when he passed away this week at the age of 95. Many of Templeton’s greatest lessons were first chronicled in the pages of Forbes. Here are eight worth remembering:
1. All investing is global. Templeton became famous in America for promoting the idea of global diversification, [...]
