Salient to Investors: Jim Rogers at Rogers Holdings said: Likes what China said at its third plenum meeting. The one overriding point that the market is going to make the final decision is contrary to what is happening in the US, which is why the world is moving to Asia. America
READ MORE... →Salient to Investors: Jeremy Grantham at BMO writes: The Greenspan-Bernanke policy of excessive stimulus, now administered by Yellen, will continue, and that the path of least resistance, for the market is up. It would take a severe economic shock to outweigh the effect of the Fed’s relentless pumping of the
READ MORE... →Salient to Investors: Jim Rogers said: The most important economic event of the next 10 to 20 years is what happened in Beijing, though largely ignored, particularly by the Western media. Current efforts to reform, if followed through, could take a generation to really bear fruit but Chinese agriculture, railroads,
READ MORE... →Salient to Investors: A shift by household investors from bonds into equities is being muted as pension funds and insurers boost fixed-income assets to match future obligations. JPMorgan Chase and Milliman said US companies with the largest defined-benefit pensions raised allocations to fixed-income to 41.3 percent from 36 percent in
READ MORE... →Salient to Investors: Laurence D. Fink at BlackRock said: Stocks may decline as much as 15 percent because of political risks in China, Japan, France and the US. Stocks may return more than 7 percent in the long-term, assuming the global economy expands at 4 percent Investors already invested 100
READ MORE... →Salient to Investors: Chad Morganlander at Stifel Nicolaus said the market is fairly valued at best and will require an improving economic and earnings outlook well above where we stand. S&P say the S&P 500 has not fallen more than 10 percent since October 2011, the longest stretch without such
READ MORE... →Salient to Investors: Bill Mann at Motley Fool Asset Mgmt said the Fed has decided to reward risk behavior and that is what we will get, so the market will keep hitting new highs until the stimulus reverses itself. Jan Hatzius at Goldman Sachs said the Fed will considerably increase
READ MORE... →Salient to Investors: Lloyd Blankfein at Goldman Sachs said the US is the brightest spot in the global economy: US recovery is shallow but established. Blankfein said globally we will muddle through. Will Tseng at Mirae Asset Global Investments said US growth is moderate, but better than Europe or Japan.
READ MORE... →Salient to Investors: Avinash Satwalekar at Vietcombank Fund Mgmt, a joint venture of Franklin Templeton Investments said: The time is right for buyout firms to invest in Vietnam as monetary and fiscal policy makers have created a very benign environment for investors and reforms take effect over the next 3
READ MORE... →Salient to Investors: Laszlo Birinyi at Birinyi Associates said the S&P 500 Index has a 51 percent chance of rising to 1,820 by February 2014 and a 75 percent chance by April 2014. David Einhorn at Greenlight Re said he has become more conservatively positioned, and continues to be short
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