This post is a guest contribution by Dr Mark Mobius, executive chairman of Templeton Asset Management. Emerging markets surged in the second quarter of 2009 with the MSCI Emerging Markets Index returning 34.8% in US$ terms. Part...
Read MoreSource: Chip Bok, July 10, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThe first few days of the week have been characterized by a fresh wave of risk aversion as uncertainty over the global economic outlook took its toll on stock markets and investors favored safe-haven assets such as government...
Read MoreA number of readers have asked me where I was travelling at the moment. The first week of my European rendezvous was spent in fairly-tale Slovenia (click here for a short description), from where I travelled to Veysonnaz, a...
Read MoreThis post is a guest contribution by Bill King*, well-respected andstraight-talking author of The King Report. For the past several years Street operators have assumed the computer jockeys who were being employed by proprietary...
Read MoreSource: Glen Foden, July 7, 2009. Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreThis post provides links to a number of interesting articles I have read over the past few days (while touring through Europe) that you may also enjoy. Lawrence Strauss (SmartMoney): An interview with Burton Malkiel, July 7,...
Read MoreThis essay is based on a lecture given by Mr Stephen Roach on June 22, 2009 to the Rafael del Pino Foundation in Madrid, Spain. Here are the opening paragraphs: Like all crises, this too will pass. But the severity of the...
Read MoreHugh Hendry, founder of Eclectica Asset Management, shares his views on a number of topical issues with the Financial Times’s Gillian Tett in a three-part interview. He is not only outspoken, but also a top-notch...
Read MoreWith the cartelization of many major US industries, one is invariably reminded of the robber barons of the middle ages. Any suggestions as to who the robber barons of today might be? Click on image for larger view. Hat tip:...
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