Salient to Investors: Tim Bajarin at Creative Strategies said one of Apple’s biggest moves is in Southeast Asia, given Android has passed Apple in smartphones and has made huge strides in tablets in 2014. Gartner said Android smartphones comprised 78 percent of the global market in 2013 versus 66 percent
READ MORE... →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... →Salient to Investors: Avinash Satwalekar at Vietcombank Fund Mgmt, a joint venture of Franklin Templeton Investments said: The time is right for buyout firms to invest in Vietnam as monetary and fiscal policy makers have created a very benign environment for investors and reforms take effect over the next 3
READ MORE... →Salient to Investors: Marc Faber at the Gloom Boom & Doom Report says: High-end assets from stocks to art to real estate are in a bubble caused by central bank money-printing. This money doesn’t increase economic activity and asset prices in concert, instead creates dangerous excesses in countries and asset
READ MORE... →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
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