2015: Why’s the Oil Price Collapsing? Answer: $8+ Trillion Carry Trade

By: DK_Matai   Most in the media are utterly clueless about what’s coming in 2015. It is incumbent upon ATCA 5000 […]

By Aidualc | 26 Feb 15 | Posted in Commodities, The Big Picture | Comments (0)

EM and the Fragile Five: Separating the Wheat from the Chaff

By Blaise Antin, David Loevinger, Anisha Ambardar, TCW Asset Management The shift in capital flows triggered by former Fed Chairman […]

By Liu-Yue Lam | 02 Mar 14 | Posted in Africa / Middle East, Asia, Food for Thought, Investment Wisdom, Latin America, Statistics, The Big Picture | Comments (0)

Is the Pump Primed for Emerging Markets Investors?

By Mark Mobius, Franklin Templeton, The vulnerabilities—or rather, perceived vulnerabilities—of emerging markets ­have been the focus of heightened discussions over […]

By Liu-Yue Lam | 01 Oct 13 | Posted in Asia, Eastern Europe, Food for Thought, Latin America, The Big Picture | Comments (0)

Russia is Tough to Love, Easier to Hate, Hard for Investors to Ignore. Here’s Why

by Frank Holmes, U.S. Global Investors, Russian President Vladimir Putin created a stir recently when he shared his thoughts with […]

By Liu-Yue Lam | 17 Sep 13 | Posted in Asia, Commodities, Eastern Europe, Finding Oxstones, Investment Wisdom, Latin America, North America, Statistics, Stocks, The Big Picture, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

Why South Africa’s Currency Has Been Getting Destroyed

By Matthew Boesler, Business Insider, The South African rand (ZAR) is getting absolutely brutalized lately. The currency has fallen from […]

By Liu-Yue Lam | 01 Jun 13 | Posted in Africa / Middle East, Finding Oxstones, Trends, Patterns, Indicators | Comments (0)

Yuan Sets Tone for Asia as Japan Dethroned by China: Currencies

By Lilian Karunungan and Yumi Teso, Bloomberg, Asian central banks are tolerating gains in their currencies against the yen as […]

By Liu-Yue Lam | 31 Dec 12 | Posted in Asia, Finding Oxstones, The Big Picture, Trends, Patterns, Indicators | Comments (0)

EM INVESTMENT: Show of hands

(EM) Emerging nations are talking big about investing in each others’ currencies. But diversifying reserves out of traditional assets will […]

By M Guliyev | 10 Oct 12 | Posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, Latin America, The Big Picture, Trends, Patterns, Indicators | Comments (0)

The Winds of Market Change

From http://us.beyondbullsandbears.com/2012/09/10/the-winds-of-market-change/,  Franklin Templeton Investments site, As we cross the mid-way point of the year, you might say the equity […]

By Liu-Yue Lam | 17 Sep 12 | Posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, The Big Picture | Comments (0)

The Big Mac Index and Currency ETFs

By Tom Aspray, Forbes, The “Big Mac Index” suggests a new long-term trend for the Chinese yuan while the US […]

By Liu-Yue Lam | 21 Aug 11 | Posted in Asia, Investment Wisdom, Latin America, North America, Statistics, Tools and Resources, Western Europe | Comments (0)

How to Benefit from Depressed Housing and a Declining Dollar

By Eric Fry, Daily Reckoning, Foreign Homebuyers Selectively Enter the US Housing Market The US stock market has returned to […]

By Liu-Yue Lam | 02 Jul 11 | Posted in Latin America, North America, Real Estate | Comments (0)