Goldman’s O’Neill on Emerging Markets, U.S., Japan – Bloomberg 03-15-13

Salient to Investors: Jim O’Neill at Goldman Sachs says: China equities are very cheap and are the best place to be in 2013. Don’t expect draconian tightening in China as inflation last year was way below their target and the government has been careful not to stimulate economy too much and are doing a good

READ MORE...

’Energy Independence’ Alone Won’t Boost U.S. Power – Bloomberg 02-14-13

Salient to Investors: Meghan O’Sullivan at Harvard writes: Many analysts anticipate North American energy independence by 2020, while our rising energy fortunes strongly counter the now-common global narrative that the US is in decline. Europe, China, Japan and other large economies face futures of ever-growing dependence on imported energy. montaukplayhouse.org/www/ The

READ MORE...

Goldman Sachs Hired by Russia as Corporate Broker to Boost Image – Bloomberg 02-04-13

Salient to Investors: Goldman Sachs has been hired by the Russian government to burnish the nation’s image overseas and attract more institutional investors. Sergei  Arsenyev at Goldman Sachs said valuations in Russia remain very attractive. Goldman Sachs has struggled to build a business in Russia. Lloyd Blankfein at Goldman Sachs said the world’s premier financial centers

READ MORE...

Technology Stocks Lead Emerging Equity Slide as Samsung Tumbles – Bloomberg 01-28-13

Salient to Investors: Gaelle Blanchard at Societe Generale said there’s a run of risk aversion on concerns for growth. Martial Godet at BNP Paribas CIB said global earnings growth should be stronger than 2012 for emerging-market companies, particularly China, while commodity and oil prices are resilient, which helps Russia. The MSCI emerging-markets

READ MORE...

The Global Economy In 2013: 5 Key Economic Trends? – Seeking Alpha 01-23-13

Salient to Investors: Shane Brett at AllAboutAlpha writes: The long-term outlook for the US economy is broadly positive with housing stabilized, consumer confidence slowly returning, political instability solved by Obama’s decisive win, and as health spending increases under Obamacare. Cheap domestic energy will continue and the US will seriously expand

READ MORE...

BRIC Dominance Fades as State Meddling Curbs Equity Returns – Bloomberg 12-31-12

Salient to Investors: John-Paul Smith at Deutsche Bank said stocks in the major developing markets will again lag global equities in 2013 – China has focused on increasing the pool of buyers for Chinese assets, rather than boosting the role of free markets and privately run companies in the broader economy. Smith prefers cash to BRIC

READ MORE...

Cheesy Group Photos Symbolize Economic Paralysis – Bloomberg 09-03-12

Salient to Investors: William Pesek predicts the  Asia-Pacific Economic Cooperation summit will end in disappointment. The paucity of accomplishments over the last two decades shows it to be too disparate economically, geographically and ideologically. Brunei, Chile, Russia, the U.S. and Vietnam share a widening income gap Read the full article at http://www.bloomberg.com/news/2012-09-03/cheesy-group-photos-symbolize-economic-paralysis.html

READ MORE...