HSBC Sage Flags Emerging-Market Pullback on Dollar – Bloomberg 08-07-14

Salient to Investors: David Bloom at HSBC said to sell emerging market currencies, including the Rand, Ruble and Mexican and Colombian Peso, on increasing signs of US growth supporting the US dollar .  Bloom said a mass investor exodus depends on what happens to volatility on long-term US rates moving up – if long

READ MORE...

Pimco Says External Growth May Lift ‘Not Stellar’ Asia – Bloomberg 12-17-13

Salient to Investors: Ramin Toloui at Pimco said: Asian growth is stabilizing but not stellar but may receive a boost in 2014 as developed markets accelerate. Asia’s trajectory will continue to be shaped critically by the growth path in the U.S. and Europe China’s growth in the next decade requires

READ MORE...

The 2014 Contrarian Investment Tour, From Rupees to Copper – Bloomberg 12-10-13

Salient to Investors: Lewis Braham writes: Contrarian funds can be a hedge of sorts, though a potentially volatile one as out-of-favor sectors tend to be cyclical and prone to booms and busts. Shorting is inherently dangerous as markets have been trending higher. Brian Singer at William Blair Macro Allocation Fund

READ MORE...

Goldman Says Buy H-Shares Amid Growth: China Overnight – Bloomberg 12-02-13

Salient to Investors: Noah Weisberger at Goldman Sachs said: The Hang Seng China Enterprises Index will rise 18 percent to 13,600 by the end of 2014, the biggest gain since a rise of 62 percent in 2009, on prospects the economy will stabilize. Commodities will lag the rally in equities.

READ MORE...

Stocks Triumph 3rd Month in Best Run Since ’09 as Gold Sinks – Bloomberg 12-01-13

Salient to Investors: Bill O’Neill at UBS Wealth Mgmt said the story is still the combination of easy money policies and expectations of growth into 2014 and that growth is on the horizon. The Investment Companies Institute reports individual investors gave $30 billion to managers in 2013, the first net

READ MORE...