Emerging market rally
Yes, growth is better (often much better) than in the core capitalist territories (US, Europe, Japan), but how much of that is priced in already?
China’s big economic stimulus package
Just as we wrote that ultimately, the limits of monetary policy in a deflationary environment can be overcome with the help of a great public spending boost (guaranteeing that the […]
China next?
Dr. Doom (aka Nouriel Roubini) is at it again. Can’t this guy shut up for once? The problem is, he is usually right. More than five years ago he predicted […]
Two new fronts open up in the crisis
More wise words from the recent Nobel laureate.
Emerging market crisis threatens to engulf the EU
Just when you might think that in the US a glimmer of hope is emerging, there is another front that has opened up.. No wonder the euro is weakening so […]
Brazil an opportunity?
Here is a pitch from Money Morning. We’re not entirely sold, but there are some interesting titbits we’ll discuss at the end.
Emerging markets tumble
It’s predictable event. When the center is in crisis, money is being repatriated (voluntarily or forced) as risk appetite lessens. Explains part of the dollar rally as well. Ironic, that. […]