China Gets Worst Ranking in Global Poll Since 2010 – Bloomberg 09-07-12

Salient to Investors: In a Bloomberg poll of 847 investors, analysts and traders: A quarter expect Chinese markets to be among the worst performers over the next year. 46 percent, the highest, say U.S markets offer among the best returns over the next year. 18 percent expect commodities to offer the highest

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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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No Second-Half Rally for China Stocks, Top Fund Manager Says – Bloomberg 06-27-12

Salient to Investors: The Shanghai Composite trades at 9.69 times estimated profit, versus the MSCI BRIC Index (MXBRIC), at 8.36 times profit. Qu Hongbin at HSBC Holdings said China hasn’t responded quickly enough to the economic slowdown. Predictions: Yu Guang of Invesco Great Wall Fund Management says China’s economy will remain in the doldrums in

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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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Stocks, Commodities Drop on China Manufacturing, U.S. – Bloomberg 06-21-12

Predictions: pavement Stefan Angele at Swiss & Global Asset Management says uncertainty about Europe and the slowdown in China remains – the extension of Operation Twist was largely symbolic and will have no significant effect on either economic growth or the markets. Read the full article at http://www.bloomberg.com/news/2012-06-21/asian-stocks-gain-after-fed-extends-stimulus-as-oil-euro-drop.html

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China’s Shares Fall to 1-Week Low, Led by Drugmakers, Developers – Bloomberg 06-20-12

Salient to Investors: Shanghai index down 6.8 percent since 2012 high on March 2, trades for 9.9 times estimated earnings versus five-year average of 17.8. Health-care stocks trade at 20.3 times estimated profit versus 10.9 for the CSI 300. Mao Sheng at Huaxi Securities says it’s difficult for stocks to rise with market liquidity. Gigi Chan

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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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Gold-Investment Demand in China to Advance 10%, ICBC Says – Bloomberg 06-10-12

Predictions: Industrial and Commercial Bank of China ‘s Zheng Zhiguang says the financial crisis has evolved into a sovereign crisis so expects gold-investment demand in China to grow more than 10 percent this year as buyers seek a haven from lackluster equity markets and property curbs. Individual, institutional or even government investors should own gold

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