The manufacturing PMIs for December indicate that the rate of expansion in the global manufacturing sector is accelerating. Only France, India, China, Greece and Australia reported weaker growth. The manufacturing sectors in...
Read MoreChina will likely over-tighten policy as it grapples with inflation, providing good buying opportunities in 2011, says Jim Rogers.Source: YouTube, January 4, 2011 (hat tip: Global Investor Blog).Did you enjoy this post? If so,...
Read MoreAfter a $325 rise in 2010, gold bullion yesterday suffered its steepest one-day loss since July – down by $34 at the U.S. close after an intra-day low of -$40. The chart below shows the sell-off plunging the gold price...
Read MoreIn order to gauge the valuation of the S&P 500 Index, let’s consider three indicators constructed by Doug Short:The relationship of the S&P 500 to a regression trendline (more)The cyclical P/E ratio using the...
Read MoreWhen investing in China, Mark Mobius, executive chairman at Templeton Emerging Markets Group, recommends looking at the country’s oil and gas as well as consumer sectors. He shares his investment strategy for emerging...
Read MoreIt is always interesting and thought-provoking to hear the views of Marc Faber, writer of the “Gloom Boom & Doom Report”. The paragraphs below, courtesy of CommodityOnline, cover most markets.Commodities: Faber...
Read MoreA bullish view on stocks, with Richard Bernstein of Richard Bernstein Advisors and Howard Ward of GAMCO Growth Fund.Source: CNBC, January 4, 2011.Bernstein tells CNBC he is more optimistic now than he has been since 1995.Source:...
Read MoreThe report below comes courtesy of Nouriel Roubini’s team of analysts at RGE.In our 2011 Outlook, we revised up our growth forecasts for Latin America, in anticipation of resilient domestic demand, improved external...
Read MoreSource: Gary Varvel, January 4, 2010.Did you enjoy this post? If so, click here to subscribe to updates to Investment Postcards from Cape Town by e-mail.
Read MoreByron Wien, Vice Chairman of Blackstone Advisory Partners, yesterday issued his list of “The Ten Surprises for 2011″. This is the 26th year Byron has given his predictions of a number of economic, financial market...
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