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

On September 16, 2015   /   Brazil Economy, China Economy, Emerging Market Economies, Global Economy, Malaysia Economy, Philippines Economy, Russia Economy, South Africa Economy, South Korea Economy, Turkey Economy  

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

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

On August 24, 2015   /   Australia Economy, Biotech, Brazil Economy, China Economy, Commodities, Commodity Stocks, David Stockman, Economics, Global Economy, Industrials, Retail, South Korea Economy, US Economy, US Stocks  

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

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

On June 22, 2015   /   Global Diversification, Japan Economy, Richard Bernstein, South Korea Economy, US Dollar, US Stocks  

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

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

On October 2, 2014   /   China Economy, Global Economy, IMF, Japan Economy, Middle East, South Korea Economy, US Economy  

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

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

On September 26, 2014   /   Blackrock, Emerging Markets Stocks, Investment Money Flows, South Korea Economy, South Korea Stocks, South Korean Won, Yen  

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

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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

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

On November 26, 2013   /   Bond Market, China Economy, Economics, Europe Economy, South Africa Economy, South Korea Economy, Turkey Economy, Ukraine Economy, US Economy  

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

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

On August 28, 2013   /   Asian Economy, China Economy, Japan Economy, Jim Rogers, Singapore Economy, South Korea Economy  

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

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

On March 24, 2013   /   Japan Economy, South Korea Economy  

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.

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