Almost Half of China’s Rich Want to Emigrate – BloombergBusinessWeek 09-15-14

Salient to Investors: Barclays said 47% of China’s wealthy are planning to move abroad within 5 years, versus 23% in Singapore, 16% in Hong Kong, 20% in Britain, 6% in America and 5% in India. 78% named bettering children’s education and their future job prospects as their main reasons, 73% said a better

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Why Fall May Bring Fresh Highs for Stocks and Higher Bond Prices – Forbes 09-05-14

Salient to Investors: Scott Minerd at Guggenheim Partners writes: The world is awash with liquidity and the promise of more easy money and QE in Europe bodes well for equities and bond prices. The recent high of the NYSE Advance-Decline Line is bullish. In Europe, negative deposit rates should encourage commercial banks

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Fareed Zakaria GPS – CNN 08-31-14

Salient to Investors: Fareed Zakaria said: Defeating ISIS would require a large and sustained strategic effort from the US but without significant numbers of US ground troops. ISIS videos of executions are designed to sow terror in the minds of opponents who when facing ISIS fighters now reportedly flee rather

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Equities Reach Record $66 Trillion as S&P 500 Hits 2,000 – Bloomberg 08-27-14

Salient to Investors: The value of equities globally is at a record $66 trillion versus $25 trillion in March 2009 and $63 trillion at the 2007 peak. The US stock rally is approaching the dot-com bubble in terms of speed, but not in valuations – at 16.8x estimated earnings versus 26x at

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Manufacturing Slows From Europe to China on Trade Risks: Economy – Bloomberg 08-21-14

Martin van Vliet at ING said geopolitical tensions will become increasingly critical in the coming months, the big drop in China is consistent with a slowdown in growth, and the recovery in the euro area is too slow to turnaround the global market. Christian Schulz at Berenberg Bank said geopolitical uncertainties, especially Ukraine, threaten to undermine the export-led

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