Archives:
The Big Picture

Macroeconomics, Socioeconomics, Geopolitics, Business and Government, Secular Trends and Big Picture Themes

5 Tech Trends to Watch in 2012

2012 promises to be a very busy year in all things digital, but, as with any annum, there will be […]

By DennisGao | 31 Dec 11 | Also posted in North America, Trends, Patterns, Indicators | Comments (0)

Chinese sovereign debt

Chinese sovereign debt The bonds that tie Japan wants to buy Chinese government bonds Dec 31st 2011 | TOKYO AND […]

By Aidualc | | Also posted in Asia, Food for Thought | Comments (0)

HSBC December Preliminary PMI Shows China Continuing to Contract

From The RightSite site, China’s manufacturing activity contracted in December while foreign direct investment fell for the first time in […]

By Liu-Yue Lam | 30 Dec 11 | Also posted in Asia | Comments (0)

Lessons of the 1930s

Lessons of the 1930s There could be trouble ahead In 2008 the world dodged a second Depression by avoiding the […]

By Aidualc | 27 Dec 11 | Also posted in Eastern Europe, North America, Western Europe | Comments (0)

Euro-zone: Damned with faint plans

Damned with faint plans Euro-zone government bonds have not been made safe—and the euro project remains in peril   THERE […]

By Aidualc | 26 Dec 11 | Also posted in Eastern Europe, Food for Thought, Western Europe | Comments (0)

China Inc. Goes Global

By Karl P. Sauvant, Chazan, China’s economy is taking its next great leap forward: parts of its manufacturing sector are […]

By Liu-Yue Lam | 25 Dec 11 | Also posted in Asia, Food for Thought | Comments (0)

Betting on Macau

By Mark Mobius,  Franklin Templeton Investments, I count myself fortunate that the continuous quest for good investment opportunities takes me […]

By Liu-Yue Lam | 24 Dec 11 | Also posted in Asia | Comments (0)

S&P 500 Back to a Gain for 2011

By Jonathan Cheng, U.S. stocks rose for a fourth straight day, pushing the Standard & Poor’s 500-stock index back into […]

By M Guliyev | 23 Dec 11 | Also posted in Finding Oxstones, North America, Stocks, Trends, Patterns, Indicators | Comments (0)

Emerging Markets: Yesterday, Today and Tomorrow

From Franklin Templeton Investments site, Almost every market move these days seems to be tied to the latest headline coming […]

By Liu-Yue Lam | 20 Dec 11 | Also posted in Africa / Middle East, Asia, Eastern Europe, Food for Thought, Latin America | Comments (0)

China’s Composite PMI sinks! Stimulus program to be announced soon?

by Prieur du Plessis, Investment Postcard, I am a few days late with this commentary as a result of a […]

By Liu-Yue Lam | 14 Dec 11 | Also posted in Asia | Comments (0)