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Archive for the Russia Stocks Category

Investments: Short Junk & Government Bonds, Long Airlines & Russia – Jim Rogers Blog 01-20-14

Salient to Investors: Jim Rogers writes: Am short junk bonds as eventually the 30-yr bull market in bonds will end, if not ended already. Buying airlines. Investing in Russia. Read the full article at http://jimrogers-blog.blogspot.com/2014/01/investments-short-junk-government-bonds_20.html Click here to receive free and immediate email alerts of the latest forecasts.

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Jim Rogers Wary On The U.S. Bull Market — Agriculture Shines But Fracking Could Flop – Financial Advisor 07-25-13

Salient to Investors: Jim Rogers said: Agriculture will enjoy an extended boom,Very bullish about farmland and other agricultural products. Bearish on Wall Street brokers and Ivy League professors. The central corridor from north Texas up to the Dakotas has the highest growth rates in employment, income growth and savings in

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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

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BRICs Abandoned by Locals as Fund Outflows Reach 1996 High – Bloomberg 03-15-13

Salient to Investors: Investors are exiting the BRICs as disappointing profits and growing state intervention cause stocks to trail global shares for a fourth year. Over 59 percent of MSCI BRIC index companies have missed analyst estimates for the fourth-straight quarter in 2013. Peter Dixon at Commerzbank says lower valuations means the time is ripe for

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Norway Fund Lifts Aussie Debt Holdings, Raises BHP Stake – Bloomberg 03-12-13

Salient to Investors: In 2012, Norway’s sovereign wealth fund, the world’s largest: near doubled investments in Australian bonds and equities increased sovereign debt fourfold and added provincial debt securities increased investments in emerging markets including Turkey, Russia and Taiwan lowered debt holdings of U.K. and France. Read the full article at http://www.bloomberg.com/news/2013-03-13/norway-fund-boosts-aussie-debt-holdings-four-times-adds-states.html Free email alerts

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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

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Emerging Markets Undervalued, Goldman Sachs Says – Bloomberg 10-31-12

Salient to Investors: Anna Stupnytska at Goldman Sachs Asset Mgmt said: The growth market and the emerging market should be the main focus. Emerging markets are undervalued because investors are focused too much on the developed world. Investors are undervaluing the BRIC story which is still valid long-term. grow center The rise of the

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Emerging Stock Funds Post Quarterly Outflows on Europe – Bloomberg 06-29-12

Salient to Investors: Emerging-market equity funds posted $8.7 billion of outflows in Q2, $262 million of outflows n the week ended June 27 – 2012 inflows dropped to $14 billion. Russia’s RTS Index lost 22 percent this quarter, Brazil’s Bovespa Index lost 18 percent, Shanghai Composite Index lost 2.3 percent. Chinese industrial companies’ profits

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Buying Europe Banks Is Easy for Herro as Cheap Stocks Fall – Bloomberg 06-21-12

Salient to Investors: The cheap valuations of European banks, Japanese carmakers, Hong Kong developers and Russian oil producers are attracting investors, indicating that most investors are more concerned with preserving capital than earning higher returns. Shares with the lowest price-to-book ratios lost an average 10 percent since March 2012 and trailed the most expensive shares by

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Emerging Stocks Rise to Five-Week High as Fed Meets Bloomberg 06-19-12

Predictions: Templeton’s Mark Mobius sees emerging-market stocks in a sweet spot as Chinese economic growth remains buoyant and valuations plunge from historical averages, and is increasing holdings in China, Russia, Turkey, Thailand and Africa. Read the full article at http://www.bloomberg.com/news/2012-06-19/most-emerging-stocks-decline-on-europe-debt-crisis-oci-rallies.html

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