Fareed Zakaria GPS – CNN 01-18-15

On January 18, 2015   /   China Economy, Europe Economy, Fareed Zacharia, France Economy, Global Economy, India Economy, Indonesia Economy, Iran Economy, Japan Economy, Nigeria Economy, Russia Economy, UK Economy, US Economy, Venezuela Economy  

Salient to Investors: Fareed Zakaria said: The theory that “we fight them there so we don’t have to fight them here” is still wrong and would commit the US to a fool’s errand for decades. Cherif Kouachi, one of the Paris terrorists, testified that it was American intervention in the Middle East

READ MORE... →
Back to Top
Back to Top

Palm Oil Seen Dropping as Mistry Has Buy Call on Planters – Bloomberg 09-15-14

On September 15, 2014   /   Agriculture, Agriculture, Argentina Economy, Indonesia Economy, Malaysia Economy, Palm Oil, Plantation Stocks, Soybean  

Salient to Investors: Dorab Mistry at Godrej Intl said: Palm oil at a 5-year low creates a buying opportunity for plantation and processing company stocks because producers are still making money. Invest in plantations when palm oil prices are low. In Q4, 2008, when in a similar situation with regard to supply,

READ MORE... →
Back to Top

China Lures Less Investment Than Southeast Asia, BofA Reports – Bloomberg 03-04-14

On March 4, 2014   /   Asean Economies, China Economy, Indonesia Economy, Investment Money Flows, Malaysia Economy, Philippines Economy, Singapore Economy, Thailand Economy  

Salient to Investors: Chua Hak Bin at Bank of America Merrill Lynch said:   Total foreign direct investment into Singapore, Malaysia, Indonesia, the Philippines and Thailand was $128.4 billion in 2103 versus $117.6 billion for China. Rising foreign direct investment into Asean will remain a favorable structural trend over the

READ MORE... →
Back to Top

Markets punish South America’s Bad and Ugly economies – BBC News 02-02-14

On February 2, 2014   /   Argentina Economy, Brazil Economy, Chile Economy, Columbia Economy, Indonesia Economy, Mexico Economy, Peru Economy, South Africa Economy, Turkey Economy  

Salient to Investors: Investors are abandoning emerging economies, good and bad, for the US. Morgan Stanley said Brazil, Indonesia, India, South Africa and Turkey are the Fragile Five – all with large deficits, slowing growth and vulnerable currencies. Argentina is generally credited with starting the general panic after playing fast and

READ MORE... →
Back to Top

China Is Cooling Off – Jim Rogers On The Markets 01-27-14

On January 27, 2014   /   Bond Market, China Economy, India Economy, Indonesia Economy, Jim Rogers, Turkey Economy, US Economy  

Salient to Investors: Jim Rogers said: Underlying situation worsening with interest rates going higher in most countries, including Turkey, Indonesia and India as cheap money ends and money gets printed. China is cooling off. Read the full article at http://jimrogersonthemarkets.blogspot.com/2014/01/china-is-cooling-off.html Click here to receive free and immediate email alerts of the latest

READ MORE... →
Back to Top

Irrational Exuberance Overtakes Asia – Bloomberg 12-12-13

On December 12, 2013   /   Asian Economy, China Economy, Economics, India Economy, Indonesia Economy, Japan Economy, Malaysia Economy, Philippines Economy, South Korea Economy, Thailand Economy, US Economy, Vietnam Economy, William Pesek  

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... →
Back to Top
Back to Top

‘Dr. Doom’ Roubini: U.S. Growth Picture Is Sub-par – BloombergTV 09-06-13

On September 6, 2013   /   Bond Market, Brazil Economy, China Economy, Emerging Market Economies, Europe Economy, Greece Economy, Indonesia Economy, Italy Economy, Nouriel Roubini, South Africa Economy, Spain Economy, Turkey Economy, US Economy  

Salient to Investors: Nouriel Roubini at NYU said: There has been a global recovery in the last year with the US recovery and reduced tail risks of a eurozone breakup and a hard landing in China. The US economy recovery is very fragile, with barely 2% GDP growth expected in

READ MORE... →
Back to Top

Don’t Blame the Fed for Asia’s Problems – Bloomberg 08-26-13

On August 26, 2013   /   Asian Economy, China Economy, India Economy, Indonesia Economy, Japan Economy, Malaysia Economy, Philippines Economy, Thailand Economy, William Pesek  

Salient to Investors: William Pesek writes: Another 1997-like Asian crisis is highly unlikely because exchange rates are now more flexible, foreign-currency debt is lower, banks are healthier, countries are sitting on trillions of dollars of reserves, and economies are far more transparent. The same can’t be said of 1994, when the

READ MORE... →
Back to Top