This post provides links to a number of interesting articles I have read over the past few days that you may also find enjoyable. • Ambrose Evans-Pritchard (Telegraph): Our quarter-century penance is just starting, August...
Read More“… a social epidemic is supporting renewed confidence. This confidence can keep growing by contagion, as a kind of self-fulfilling prophecy, and we may see the markets and the economy recover further. But in an...
Read MoreThis post is a guest contribution by Asha Bangalore* of The Northern Trust Company. The National Bureau of Economic Research (NBER), the arbiter of business cycles, officially announced the trough of March 1991 on December 22,...
Read MoreSource: Hat tip: Meandering Matrix 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 FNB Let us for a change take somebody at his word. Larry Summers, for instance. Economic advisor to US President Obama, Larry has been sending signals that could well shape also us in rather...
Read MoreI will be in Slovenia next week as I am taking a group of South African business people on a fact-finding mission to this uber-beautiful country. I am leading the delegation in my capacity as Honorary Consul of Slovenia for...
Read MoreFurther to my “Shanghai cracks” post of yesterday, a Bloomberg interview with Andy Xie provides additional insight. Xie is a highly regarded analyst based in Hong Kong and a former Morgan Stanley chief Asian...
Read MoreThe performance of a number of global stock markets is given in the table below in local currency terms for different measurement terms ended August 31. The numbers speak for themselves, but it is noteworthy that the MSCI World...
Read MoreSource: Matt Bors, Comics.com, August 31, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreAs mentioned in yesterday’s edition of “Words from the Wise“, the Chinese Shanghai Composite Index has now recorded four consecutive down-weeks. The Index witnessed another massive sell-off this morning,...
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