Investa Asset Management LLC
Call 512-800-8300 for more info

Archive for the South Korea Economy Category

Macquarie: Emerging Markets Are Not Facing a 1997-Style Crisis—They’re Facing Something Worse – Bloomberg Business 09-16-15

Salient to Investors: Viktor Shvets and Chetan Seth at Macquarie said: Emerging markets and economies are in a worse situation than in the 1997 Asian financial crisis because they now face far longer, more painful and insidious disease with limited or no cures or exits, punctuated by occasional significant flare-ups. The effect

READ MORE...

Forget The Dips, Sell The Rips – David Stockman’s Contra Corner 08-24-15

Salient to Investors: David Stockman writes: The S&P 500 has sliced through both the 50-day and 200-day moving averages. 2130 on the S&P 500 will prove to be a generational high.  CAT, China, European luxury brands, the NASDAQ Biotech Index are shorts. Expect the Fed to announce they are well short of

READ MORE...

Don’t Worry About the Bull Market; Worry About the Dollar: Richard Bernstein – ThinkAdvisor 06-22-15

Salient to Investors: Richard Bernstein at Richard Bernstein Advisors writes: The bull market is intact. Markets rise after the Fed starts raising as earnings trump rising rates, and there is no end of cycle behavior, like excessive leverage or a big buildup in inventories except for energy. The MSCI European

READ MORE...

Christine Lagarde downbeat on global economy – BBC News 10-02-14

Salient to Investors: Christine Lagarde at the IMF said: The global economic outlook is less positive than in April but is still in recovery, and improved from a year ago. IMF growth forecasts for Hong Kong have not changed. The financial crisis left more major scars and legacies that the

READ MORE...

BlackRock Buys Korea Stocks as Valuations Lure Foreigners – Bloomberg 09-26-14

Salient to Investors: Andrew Swan at BlackRock said: Blackrock has an overweight position in Korea stocks as a lot of negativity is already priced in and the market is so cheap. The South Korean equity market could be in the early stages of bottoming. A recovery in domestic demand may help

READ MORE...

Irrational Exuberance Overtakes Asia – Bloomberg 12-12-13

Salient to Investors: William Pesek is  writes: The “Greenspan put” that flooded markets with cash whenever things got dicey has become the default position in Washington, while in Asia there is an even more dangerous escalation of this policy in papering over cracks in economies that desperately need tougher, structural

READ MORE...

Slump-Watchers Dump Yield Curve for 1970s Tool: Cutting Research – Bloomberg 11-26-13

Salient to Investors: Ellen Zentner at Morgan Stanley said: The Fed’s near-zero interest rate and QE is holding down US bond rates, meaning the US Treasury yield curve would struggle to invert, crimping its effectiveness as an indicator of business cycles. Yield curve inversion signals investors are betting on weaker

READ MORE...

Surrounded by Turmoil, Korea Faces Midlife Crisis – Bloomberg 08-29-13

Salient to Investors: William Pesek writes: Scary drops in the Indian rupee, Indonesian rupiah, Malaysian ringgit and Thai stocks are fueling anxieties almost everywhere. Korea is a rare exception. A current-account surplus equal to 4.9 percent of GDP, a well-performing won the IMF says is undervalued, and expectations for 4

READ MORE...

Chaos develops out of democracy Jim Rogers Blog 08-28-13

Salient to Investors: Jim Rogers writes: Plato said that societies develop from dictatorship to oligarchy to democracy to chaos and then back to dictatorship. Chaos seems to be what is happening in some Asian countries. Japan, Korea, Singapore, China were all one-party states but as they became more prosperous, their

READ MORE...

South Korea Escalates Concern With Japan Policies as Yen Slides – 03-24-13

Salient to Investors: Lee Sang Jae at Hyundai Securities said South Korea and Japan are in a competing relationship, not a complementary one. Read the full article at http://www.bloomberg.com/news/2013-03-24/south-korea-escalates-concern-with-japan-policies-as-yen-slides.html Click here to receive free and immediate email alerts of the latest forecasts.

READ MORE...