Latest Posts

  • China > USA

    Jun 9, 2008 / 10:47am / in Asia, Emerging Markets, International Investing

    From Whiskey & Gunpowder:

    China added more to global economic growth in 2007 than the U.S. That's the first time a country other than the U.S. has contributed more to global GDP since at least the 1930s. This little history-making milestone typifies a growing list of Chinese economic achievements… and American shortcomings. "On issue after issue," Zakaria writes, "China has become the second most important country on the planet."

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  • The Failure of Socialism in Tierra del Fuego

    Apr 30, 2008 / 10:55am / in Americas, Emerging Markets, General, International Investing

    This excerpt is from Charles Darwin's The Journey of the Beagle, published in 1839. As you can see from this passage he recognized the role of property rights in the ascent of man above a substinance living:

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  • Meet the World’s Best Performing Stock Market: Pakistan

    Apr 2, 2008 / 9:31am / in Africa, Americas, Asia, Emerging Markets, Equities, General, International Investing

    Today's WSJ has the story. The other surprise here is the large equity decline in China and India:

    ...the only booming stock markets are those in the most emerging of emerging markets: Pakistan, Peru, and Chile. Those stocks markets have risen, respectively, 9.5%, 7.1%, and 6.6% this year, according to data provided to Deal Journal by FactSet Research Systems. Taiwan, it should be noted, posted a 7.5% rise for the first quarter.

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  • Emerging Market Equities Hit Record High

    Sep 24, 2007 / 11:20am / in Africa, Asia, Emerging Markets, Equities, General, International Investing

    From the FT:

    The Morgan Stanley Capital International Asia-Pacific ex-Japan index struck a record high as both Hong Kong and Sydney climbed to new peaks and Singapore closed at its best level for two months.

    The MSCI emerging market equity index also broke into uncharted territory as it recouped all the losses incurred during the credit squeeze in July and August. Shares in India, China and Brazil all touched new records.

    Emerging Record High 9-24-07

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  • Iraq's First Hedge Fund

    Aug 29, 2007 / 10:07am / in Emerging Markets, General, hedge funds, International Investing

    $100 million! From the WSJ:

    Iraq Fund LLC, Iraq's first hedge fund, aims to raise as much as $100 million within 18 months for investment in companies listed on the local bourse and in state enterprises, a company official said.

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  • They're All Connected - US Credit Woes Hit Asian Shares

    Aug 14, 2007 / 9:47am / in Asia, Emerging Markets, Equities, General, hedge funds, International Investing

    FT reports:

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  • How to be Long “Energy" With Molybdenum

    Jul 19, 2007 / 8:41am / in Commodities, Emerging Markets, General, International Investing

    The furious economic growth of the BRIC’s (Brazil, Russia, Indian, China) makes increased world wide energy demand almost inevitable. But will the most growth come in coal, oil, or something more green? The Agora Financial newletter, Whisky & Gunpower suggests investing in molybdenum to gain exposure to all energy sectors. It’s used almost everywhere:

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  • Equities in Slovenia on a sprint

    Jul 5, 2007 / 7:16am / in Emerging Markets, Equities, Europe, General, International Investing

    slovenia.png

    Move over, Shanghai?

    Bloomberg has the goods on a surprise star of 2007's second quarter: Slovenian equities.

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  • Chinese Reduction in US Treasury Securities - A one off or the start of a trend?

    Jun 21, 2007 / 6:16am / in Asia, Emerging Markets, Fixed Income, General, International Investing

    Trading guru Dennis Gartman brings up the issue in his newletter:

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  • Chinese meat prices up 27 percent?

    Jun 13, 2007 / 3:40am / in Asia, Emerging Markets, General, International Investing

    In keeping with the Chinese state's ancient tradition of publishing statistics that do not pass the laugh test, Chinese authorities insist that food prices jumped 8.3 percent from a year earlier, because meat prices jumped 27 percent.

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