Best Emerging-Market Stock Pickers Buy Drugmakers to Retail – Bloomberg 06-24-13

Salient to Investors: Only 3 emerging-market stock pickers avoided losing money in half1 by making prescient currency bets and buying companies insulated from economic swings and government interference. They recommend Philippine retailers, Chinese Internet companies and Indian drugmakers. Lewis Kaufman Thornburg Developing World Fund said there are many going wrong.  Kaufman is overweight

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Bearish ETF Bets Most Expensive in Two Months: China Overnight – Bloomberg 06-16-13

Salient to Investors: The cost of 3-month puts on the iShares FTSE China 25 Index Fund have risen to the highest since September 2012. Morgan Stanley has joined UBS and Barclays in lowering predictions for China’s economic growth. Derrick Irwin at Wells Fargo Advantage Emerging Markets Equity Fund said investors are nervous about

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Interview with Jim Rogers – Fusion Marketplace 06-13-13

Salient to Investors: Jim Rogers said: When investing, don’t follow the crowd Most government numbers are made up. China has problems with housing and inflation as the US did in the 19th century when it was growing rapidly. Every country that grows rapidly has problems. The US had recessions and

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Jim O’Neill Says Get Used to U.S. Yields Nearer 4% Than 2% – Bloomberg 06-11-13

Salient to Investors: Jim O’Neill said: The US is returning to normality so expect 10-yr T-yields to rise toward 4 percent  in the next couple of years as the 30-year bull market in bonds comes to an end. There will be quite ugly days. The global economy is in the early stages of

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Bubble, Bubble, Money and Trouble – Barron’s 06-01-13

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

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China Stocks Drop Most in Month on Manufacturing, Japan Selloff – Bloomberg 05-23-13

Salient to Investors: Wu Kan at Dazhong Insurance said investors are avoiding stocks related to traditional manufacturing industries, while the selloff in Japan has spread risk-off sentiment across the region. The Shanghai Composite is at 9.3 times 12-month estimated earnings versus a 7-yr average of 15.7 times. Ken Peng at BNP Paribas said the

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Investors Expecting U.S. Markets With Best Return in Poll – Bloomberg 05-15-13

Salient to Investors: Bloomberg Global Poll: International investors are the most bullish on the US and Japanese markets in more than 3.5 years as both economies are seen to be improving. Over 40% will reduce gold exposure over the next 6 months, close to 3 times more than those who

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