The Chinese market is vulnerable to a new decline in the not-so-distant future. The drop could be as big as 20 percent, and markets around the world would take notice again. Read More

Although the view here has been fairly cautious, the fact of the matter is that, given the negative headlines (weaker US earnings growth being the most-recent one), no one can really say if the global markets--and economies--are or aren’t climbing the proverbial wall of worry. Read More

It’s becoming increasingly obvious that the majority of investors remain uncertain as to what will be the final outcome of the Federal Reserve’s moves and the slowdown of the US economy this year. The debate between deflationists and inflationists remains animated.   Read More

The world’s markets are still in bull mode, with the majority of investors trying to capture this new leg up. As a Hong Kong-based investor told me over the weekend during a phone conversation, “It feels like the correction never took place.” Read More

Global markets show signs of a desire to go higher, but at the same time risks linger. Thus, buying decisions for fund managers are much tougher, and this is how it should be, if only because of the fact that the world’s stock markets haven’t acted healthy when faced with real danger.   Read More

It certainly seems that the markets are anxious to rise again, a restlessness that weakens the case--argued by many market observers--that February 27 marked the beginning of something more than a 10 percent correction. Read More