Deerfield Management is a long-short, bottom-up hedge fund that invests in the healthcare sector only. It manages about 3 billion […]
China’s Real Estate Slowdown but Business Climate is Good and Offers Reasons for Optimism
By Global Investor Spotlight (www.globalinvestorspotlight.com) In the last few years Chinese cities recorded an increase in property prices. Indeed property […]
The Economic Singularity, Part II
By John Mauldin, From Daily Reckoning, In our analogy, the event horizon is relatively easy to pinpoint. It is what […]
When Outsourcing Backfires
As the global economic downturn grinds on, more companies are acknowledging that labor costs aren’t always the most important factor […]
S&P 500 gets housing lift, but IBM reins in the Dow
NEW YORK (Reuters) – The S&P 500 rose for the third consecutive day on Wednesday after housing starts hit a […]
Does 3-D Printing Have a Future in Your Home?
My opinion on 3-D printing can best be described as “evolving.” I consider this a good approach when dealing with […]
UK gets out of recession with a bang
(EM) The world’s fifth-largest trading nation posted the highest quarterly economic growth in 5 years, on the back of the […]
Vladimir Putin: The New Global Shah of Oil
By Marin Katusa, Casey’s Research Exxon Mobil is no longer the world’s number-one oil producer. As of yesterday, that title […]
The ABCs of China’s Share Markets
By Mark Mobius, http://mobius.blog.franklintempleton.com/2012/10/16/the-abcs-of-chinas-share-markets/#more-1866 A shares, B shares, H shares. Chinese equity listings can be confusing to global investors. I’m […]
The Greatest Risk of All
My series on risk has sought to outline and categorize many of the risks faced by investors. As I have tried […]