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Archive for the Egypt Economy Category

Fareed Zakaria GPS – CNN 11-02-14

Salient to Investors: Fareed Zakaria said: Tunisia is more developed, more urban, more literate, and more globalized than Egypt, and has a more diverse civil society, stronger labor unions, civic associations, professional groups. Tunisia’s relative success suggests there is nothing inherent in Islam or Arab society that makes it impossible


Dimensional Winning in Emerging Markets: Riskless Return – Bloomberg 07-08-14

Salient to Investors: Karen Umland at the DFA Emerging Markets Small Cap Portfolio Fund is slightly overweight India, and had 15 percent of holdings in Taiwan, over 14 percent in South Korea, over 14 percent in China, and 9.2 percent in Brazil at the end of Q1. Umland dislikes Russia


China Enters Nomura Danger Zone as Fed Tapers: Cutting Research – Bloomberg 07-04-13

Salient to Investors: Nomura says: China, Hong Kong and India are in a high-risk danger zone because their monetary policies have stayed too loose over the past 4 years. The average ratio of domestic private debt to GDP across Asia had risen to 167 percent in 2012 and most of