|
|
Jim Trippon: China’s second quarter GDP growth slowed to a year over year rate of 7.6 percent, which was less than some observers had expected, and less than the first quarter’s 8.1 percent growth. The surprise, such as it even was, was confined to outsiders, however Read more…
Jim Trippon: On the last trading day in June, the Shanghai Composite Index rose smartly with a 29.59 point surge to hit 2,25.43. The 1.35 percent increase on the day for the trading average was a bit of good news in a market that has been desultory for much Read more…
Chris Ciovacco: To the casual observer, the announcements made late last week in Europe may appear to be just another in a series of “do the minimal to get by” moves by policymakers. In reality, Germany moved off their hard-line stance, which may mark a watershed Read more…
Jim Trippon: With the June preliminary manufacturing PMI numbers in from the HSBC Flash survey, it looks as though China will be ramping up its easing measures more. The HSBC Flash Purchasing Managers Index dropped to 48.1 for June, after May’s PMI hit 48.4. Read more…
Jim Trippon: China’s central bank, The People’s Bank of China, cut the one-year borrowing interest rate 25 basis points, from 6.56 percent to 6.31 percent, on Thursday, June 7th. Along with this cut, the central bank cut the one year deposit rate also by 25 basis points, to 3.25 percent. Read more…
Jim Trippon: News last Thursday that China’s economy slowed for the seventh consecutive month came from the HSBC Markit Purchasing Managers Index Report. The flash reading for May was 48.7 compared to the 49.3 final reading from April. Read more…
Jim Trippon: Investors in China are of course paying close attention and are strongly interested in both the near term and long term direction of China’s economy. Most of the news from the western financial media has painted a negative picture of China recently Read more…
Jim Trippon: With the April economic numbers for China (NYSEARCA:FXI) just released, they revived the arguments for the China bears (NYSEARCA:FXP) who believe the economy is in a severe slowdown, still headed for a hard landing. But is this really the case? Read more…
Larry D. Spears: For most of the past decade, the name of the game in worldwide equities has been investing in emerging markets. Read more…
Michael A. Gayed: We regularly compare China, Brazil, South Korea, Taiwan, South Africa, Russia, India, Mexico, Malaysia and Indonesia against the broader Vanguard Emerging Markets ETF (NYSE:VWO) to see where momentum is picking up and where it lags. Read more…
Jim Trippon: There is often talk both within and outside of China about reform. The recent World Bank report, which was commissioned with the cooperation of China, contained blunt words about the necessity for structural economic and societal reforms. Undercurrents from within China have Read more…
Keith Fitz-Gerald: Like it has been for other Japanese families, this past year has been a tough one in my household, too. Perhaps not surprisingly, Sunday’s one-year anniversary brought long-buried emotions to the surface 12 months to the day after the horrific earthquake and the tsunami it spawned Read more…
Monty Agarwal: As investors, most of us have looked in the rearview mirror and dreamed of owning Microsoft, Google, Apple or Amazon when they were still unrecognized and unloved … long before they multiplied in value and turned their early owners into millionaires, multiple times over. Read more…
ETF Base: There was an interesting article in BusinessWeek this weekend highlighting how Israel’s risk-adjusted return over the past 10 years bested all other developed markets. Overall, the Israel market as defined by the Tel Aviv 25 returned 161% including dividends vs. the “lost decade” in much of the Read more…
Much has been made about the perfect market timing that can be derived by the doing the opposite of what the herd, or small investor, is doing. While this 
Most Comments