The death of North Korean dictator Kim Jong-Il is a historic moment for the Korean peninsula. However, fears of a confrontation are overblown and investors should buy the South Korean market on any pullbacks.
Contrarian plays have a mixed record of delivering profits to investors. But January is historically a strong month for contrarian trades, and we believe one sector will surprise investors in 2012.
A changing political landscape across the developed world in 2012 will add to the economic uncertainty next year. In times such as these, gold remains the best hedge for a long-only portfolio.
It’s time to develop investment strategies for next year. Emerging markets and the US (that’s right, the US) will support respectable global economic growth in 2012.
The state’s role in global finance will only grow in the decades to come. Investors must read the tea leaves of government-led investment vehicles such as sovereign wealth funds in order to reap profits.
We’re not optimistic that the congressional “Super Committee” will deliver on its promises. As US and EU economies struggle, Asia remains a prime investment destination.
We were among the first to sing the praises of Malaysia. Years later, our investment case continues to play out.
Greece is the least of Europe’s problems. Greek Prime Minister George Papandreou’s surprise call for a referendum is a wake-up call for EU leaders.
European leaders have taken action to stave off the sovereign debt crisis. But the developed world must eventually face the new global economic reality.
The litany of risks facing the global economy has made fundamental stock analysis a secondary consideration. For now, investors must keep an eye toward macro-level developments and adopt a defensive posture.
