Charlie Rose sits down with James Fallows of “The Atlantic Monthly” and Stephen Roach, senior executive with Morgan Stanley to discuss China’s economy.A link to the transcript of the interview follows at the end of the postClick...
Read MoreHedge fund manager Kyle Bass, managing partner at Hayman Investments, shares his market outlook and investment ideas with the CNBC’s crew.Source: CNBC, August 17, 2010.Did you enjoy this post? If so, click here to subscribe to...
Read MoreThis post is a guest contribution by Asha Bangalore, vice president and senior economist of The Northern Trust Company.The latest Senior Loan Officer Survey indicates that banks have lowered underwriting standards and eased...
Read MoreSource: John Sherffius, Slate.com, August 16, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreBy Cees Bruggemans, Chief Economist of FNB.Reportedly, the SARB may only consider cutting interest rates if growth takes a (decided) turn for the worse and inflation remains non-threatening, with downside risk.Be careful what...
Read MoreIn an interview with WSJ’s Kelly Evans, Gluskin Sheff’s Chief Economist David Rosenberg warned that the chances of a double-dip recession are greater than 50-50 and that the recession may not have ended last year at all. He also...
Read MoreIn this video clip, Robert Prechter of Elliot Wave International talks with Bloomberg’s Pimm Fox about the outlook for the U.S. stock market and dollar.Source: Bloomberg, August 11, 2010.Did you enjoy this post? If so, click...
Read MoreSource: Gary Varvel, Comics.com, August 10, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreDon Coxe has updated his popular webcast on Tuesday, August 3, 2010 – good news for his followers. You can access the recording here or from the sidebar of the Investment Postcards site (the column on the right-hand side) by...
Read MoreBy James Lord, Michael Kafe and Andrea Masia of Morgan Stanley. In South Africa, it is no secret that the currency’s phenomenal strength has been a source of concern – and, occasionally, even frustration – for the authorities....
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