Saumil Parikh discusses Pimco’s cyclical outlook

By Prieur du Plessis, Each quarter, Pimco’s investment professionals from around the world gather in Newport Beach to discuss the […]

By Liu-Yue Lam | 09 Jan 11 | Posted in Asia, North America, The Big Picture | Comments (0)

The Pessimist’s Guide to 2011

By Morgan Housel, Motley Fool, I’m a long-term optimist. You should be, too. But even when you’re an optimist, a […]

By Liu-Yue Lam | 08 Jan 11 | Posted in North America, Real Estate, Stocks, The Big Picture, Western Europe | Comments (0)

Bubbles Galore Will Make 2011 Year to Remember

By William Pesek, Bloomberg, It may seem an odd assertion at a time when many key economies are in, or […]

By Liu-Yue Lam | 07 Jan 11 | Posted in Commodities, Trends, Patterns, Indicators | Comments (0)

The Mortgage Interest Deduction and Negative Equity

Ted Gayer, Co-Director, The Brookings Institution The President’s Commission on Fiscal Responsibility and Reform recommended changing the mortgage interest deduction. […]

By Liu-Yue Lam | | Posted in Food for Thought, North America, Private Equity, Real Estate | Comments (0)

Is the smart money right about China? Outlook 2011 & the next decade

By Dian Chu, market analyst, trader and author of the Economic Forecasts and Opinions blog. China has been ranked as […]

By Liu-Yue Lam | 05 Jan 11 | Posted in Asia, Food for Thought, Real Estate | Comments (0)

Spain and Portugal Have No Clothes

From John Mauldin Europe’s tattered fringe won’t be able to sew up new loans without massive aid from a reluctant […]

By Liu-Yue Lam | 03 Jan 11 | Posted in The Big Picture, Western Europe | Comments (0)

Mish: Ten economic and investment themes for 2011

By Mish Shedlock, investment advisor with  Sitka Pacific Capital Management and writer of Mish’s Global Economic Trend Analysis blog, 1. […]

By Liu-Yue Lam | 01 Jan 11 | Posted in North America, Real Estate, The Big Picture, Western Europe | Comments (0)

India Vs. China: J.P. Morgan’s Banker To The Rich Picks The Former

Oct. 27 2010 – 6:16 pm | 2,785 views | 1 recommendation | 2 comments By MEGHA BAHREE The Bombay […]

By Oracle | 31 Dec 10 | Posted in Asia, Food for Thought | Comments (0)

The Poverty Of Ambition: Why The West Is Losing To China And India

Dec. 30 2010 – 11:44 am | 9,239 views | 0 recommendations | 17 comments By JOEL KOTKIN The last […]

By Oracle | | Posted in Asia, The Big Picture | Comments (0)

Too Many Men?

Chazen Global Insights, In December 2010, Chazen Director Shang-Jin Wei briefed officials from the U.S. Department of Commerce on how […]

By Liu-Yue Lam | | Posted in Asia, Food for Thought, The Big Picture | Comments (0)