Salient to Investors: Lewis Braham writes: Contrarian funds can be a hedge of sorts, though a potentially volatile one as out-of-favor sectors tend to be cyclical and prone to booms and busts. Shorting is inherently dangerous as markets have been trending higher. Brian Singer at William Blair Macro Allocation Fund
READ MORE... →Salient to Investors: Jim Rogers writes: Holding gold but expect a better chance to buy later. India, whose citizens have been the largest buyer of gold in the world, has been very successful in the last few months in stopping them from buying gold and is now trying to make
READ MORE... →Salient to Investors: Goldman Sachs expects the Reserve Bank of India to raise the policy interest rate to 8.5 percent in 2014 from 7.75 percent. Radhika Rao at DBS Bank said Indian growth will remain in low gear, with the odds of expenditure restraint high given India has to prevent
READ MORE... →Salient to Investors: The IMF said: Advanced economies are gradually strengthening while growth in emerging-market economies has slowed. The effects of any failure to repay US debt would be felt right away, leading to potentially major disruptions in financial markets, both in the US and abroad, though this has a
READ MORE... →Salient to Investors: Little more than 2 years after Warren Buffett labeled India a “dream market,” its economy is expanding at the slowest pace in a decade and its debt ratings are at risk of being cut to junk. Berkshire Hathaway exited an insurance distribution venture. In the last 3
READ MORE... →Salient to Investors: Nouriel Roubini at NYU writes: The rout in the emerging market asset classes is past midway but more is ahead as the recovering West points to Fed tapering. Many stages in the shift in the US and global monetary and financial conditions are to come within the
READ MORE... →Salient to Investors: Jim Rogers said India was on top in 1947 but has declined relatively since – remember, we move from dictatorship to oligarchy to democracy to chaos. Read the full article at http://blogjimrogers.blogspot.com/2013/09/india-was-on-top-in-1947.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Jim Rogers said that if Indians see that they are better off investing their money in gold, that is what they will do, do the solution is not to ban gold but to make the economy exciting enough to make people want to invest elsewhere. Read the full
READ MORE... →Salient to Investors: Jim Rogers writes: Some of the Indian government’s growth projections over the last few years are comparable with those of China, but where are the schools, the highways, the infrastructure, the housing? Read the full article at http://blogjimrogers.blogspot.com/2013/09/if-you-go-back-over-last-few-years-you.html Click here to receive free and immediate email alerts of the latest
READ MORE... →Salient to Investors: Wall Street’s biggest firms are predicting intensifying bond losses in emerging markets, where borrowing costs have already soared to the highest in more than 4 years versus US corporate debt. Jeffrey Rosenberg at BlackRock is not convinced we have seen the worst in terms of flows out
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