Oxstones Investment Club™by Bryce Coward of GaveKal Capital Change can be hard, but change can also be good. At this very moment […]
Absurd Gold Stock Levels
By: Zeal_LLC Gold stocks suffered a full-blown panic this past week! This exceedingly-rare magnitude of selloff was triggered by extreme futures […]
The Rise of the Renminbi: Will China’s Yuan Become a Global Reserve Currency?
By Mark Mobius, Franklin Templeton Blog, In recent months, China has stepped up a longstanding campaign for its currency (officially […]
Building for the Future: Infrastructure in Emerging Markets
There has been a recent debate about whether the end of the commodities “supercycle” is over, and if we are […]
With $21 Trillion, China’s Savers Are Set to Change the World
by Enda CurranJeff Kearns Few events will be as significant for the world in the next 15 years as China opening […]
Warren Buffett Admits He’s Tried to Buy More than Suits in China
Warren Buffett is big on China. At this year’s annual meeting of his Berkshire Hathaway Inc. BRKA +0.75%, he called the country’s growth “totally miraculous.” Bloomberg News […]
The Next Global Reserve Currency
By Chuck Butler I will admit some trepidation in beginning this morning’s commentary with such an audacious title, but long-time […]
Share prices in – China Flying too high
The long-term consequences of China’s coming stock market correction are the ones to fear IF YOU were a Chinese […]
CHINA TO LIFT RESTRICTIONS ON CROSS-BORDER DEALS IN SIX CITIES
China’s wave of outbound investment is expected to rise still higher this year as the government prepares to lift restrictions […]
State of Emerging Markets: All About Those [Central] Banks
This spring my travels have taken me to Europe, where I’ve had the pleasure of speaking with colleagues, clients and […]