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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Vietnam’s Top Fund Sees Home-Grown Rally in 2013: Southeast Asia – Bloomberg 12-27-12

Salient to Investors: Andy Ho at VinaCapital Investment Mgmt, Vietnam’s biggest fund manager, said the Vietnam stock market will rise steadily in 2013 to reflect an economic expansion of between 5 percent and 6 percent. Ho likes basic sectors that contribute to the growth of the domestic economies, like pharmaceuticals, education and agriculture.

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