Strong economic growth is the most important item on voters’ priority lists these days; ideological differences have taken a back seat in almost every electoral debate. Read More
Analysis
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The markets don’t want to rally, and negative news continues to hit daily. There’s still a possibility for a sprint up to the New Year and into January, but for now negativity prevails. In the current situation, Asian markets are in danger of a bigger correction, although not all indicators point to such an outcome. Read More
The US is struggling to find the right approach to deal with its economic problems and rapidly deteriorating growth rates; there’s not a lot of success to be reported on that front yet. But the rest of the world, particularly the developing world, faces a different kind of problem: too much growth. Read More
I’ve long favored Russia as a destination for investment, building my case primarily around its energy sector. But I’ve also highlighted the increase in domestic demand and the infrastructure boom taking place there. Read More
The market’s deterioration remains problematic. Western financial institutions continue to report more balance-sheet trouble. Selling pressure is strong right now, even more so in Asian markets because the rally there from the August lows was spectacular. In other words, there are real profits to be booked. Read More
Let me start by saying that my working assumption is that markets will end the year higher. This view is based on the forecast that the US will avoid recession--at least in the short term. Read More
We're in. The drama has just begun, and Alibaba.com (Hong Kong: 1688 HK) is now public. The company’s initial public offering (IPO) took place yesterday. Read More
It’s taken the Philippines 10 years to get its economy on the right track. Now, though, its public finances are improving rapidly, foreign direct investment is rising, the Philippine peso is strong, and the Philippine diaspora dutifully contributes almost 10 percent of the country’s GDP. Read More
As I've warned for the past few months, the next couple of weeks will be the most important of this quarter. They will determine whether the market ends the year significantly up or down. So this week, I pored over the Fresh Money Buy list and prepped it for the rest of the quarter... Read More
The bull continues to charge ahead. I still expect some kind of correction at some point this month since it would be uncharacteristic for the markets to continue going up with no interruptions... Read More
Since its inception 15 February 2006 through the end of the third quarter of 2007, the Portfolio is up 58.01 percent, while my benchmark--the Morgan Stanley Capital International All Country World Index Total Return (MSCI World Index), which includes gross dividends--is up 33.33 percent. The S&P 500 is up 21.67 percent, including dividends, during the same time frame. Read More
The Silk Long-Term Holdings Portfolio continues to outperform. Read More
Japan has to be the least interesting market in the world right now. Nobody I’ve spoken to is interested in investing there, based on the perception that because there are so many opportunities elsewhere, money allocated to Japan is dead money. Read More
The SRI Long-Term Holdings Portfolio continues to outperform. Read More
The global markets and the Morgan Stanley Capital International (MSCI) World Index continue to resist bad news. They're up 9 percent for the year, collectively, including the US... Read More
By Yiannis G. MostrousATHENS, Greece–The SRI Portfolio continues to outperform and has managed to hold its own during the recent selloff, a particularly positive development as the Portfolio is long-only. I imposed this restriction in order to fairly compare performance against benchmarks, and all major market indexes are… Read More