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.
READ MORE... →Salient to Investors: Charles Morrison at Altus Partners there are still many more candidates than jobs. Hedge Fund Research said poor returns and difficulty raising money caused 873 hedge funds to liquidate globally in 2012, the most since 1,023 closed in 2009. John Purcell at Purcell & Co said smaller firms
READ MORE... →Salient to Investors: Jay Pelosky at 2Z Advisory says investors should focus first on where there is flexibility by policy makers, and the best places to invest in order are: Japan has twin engines of fiscal and monetary policy. UK government has made it clear they will not move off austerity but
READ MORE... →Salient to Investors: Deutsche Bank said Hong Kong prices could fall as much as 20 percent over the next 2 years after lenders raised home loan rates. Buggle Lau at Midland Holdings said the pile of measures plus higher interest rates will be a big challenge for the market – as many as
READ MORE... →Salient to Investors: Mark O’Byrne at GoldCore said there is a dawning realization that the crisis is far from over in Europe, while ultra-loose monetary policies will continue for the foreseeable future pushing up gold prices. Adrian Day at Adrian Day Asset Mgmt said gold will continue its slow but
READ MORE... →Salient to Investors: Grace Tam at JPMorgan Asset Mgmt said nobody knows what will happen next, but Cyprus is something we have already seen happening in Europe, so are not concerned. The MSCI Asia Pacific Index is at 14.9 times estimated earnings versus 14.1 for the S&P 500 and 12.7 for the Stoxx
READ MORE... →Salient to Investors: University of St. Gallen economists found that nations that pushed the EU to probe China for product dumping later secured greater trade with her. Lead author Simon J. Evenett said in the last decade, France and Germany made 51 protests, and Italy 41. Trade missions and visits by government ministers to China boosted exports. Michael
READ MORE... →Salient to Investors: Economic data disproves the claim that the US national debt is hurting the economy. Economists across the political spectrum dispute the Rogoff-Reinhart conclusion that countries with debt loads greater than 90 percent of GDP grow more slowly. With borrowing costs near record lows, the cost of paying off the national
READ MORE... →Salient to Investors: The majority of companies surpassed their previous highs by April 2011. 59 percent of S&P 500 stocks have exceeded their previous records set before the Index peaked in 2007. Unlike past bull markets, where a single industry dominated, all groups have improved in this rally. None of the
READ MORE... →Salient to Investors: Congress is debating the biggest rewrite of US partnership rules in 60 years, which may increase taxes for real estate and finance businesses or prompt them to restructure operations to avoid new costs. The Camp proposal would change the rules for businesses such as partnerships that don’t
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