Asset allocators are overweight equities and underweight bonds and cash, with high overweight positions in emerging markets, a survey shows. […]
Commodities: Correlating Trends with Opportunities
By Mark Mobius, From mobius.blog.franklintempleton.com/2013/02/06/commodities-trends/ Commodity price inflation is both a social and an economic issue. In emerging markets in […]
African Investor Takes Silicon Valley Tough Love to Kenya
By Sarah Frier , Bloomberg, Mbwana Alliy is sitting in a conference room in a Nairobi, Kenya, tech center, an […]
Water Could Be The World’s Next Biggest Market
In Uganda, a beer brewer is paying communities to protect wetlands in a bid to secure a steady supply of […]
Best Stock Pickers Trawl Frontier Markets as U.S. Funds Lose
By Michael Patterson, Bloomberg, Stock pickers focused on the least- developed markets are trouncing their benchmark index and producing annual […]
TO: President Obama
FROM: Martin S. Indyk and Robert Kagan, Brookings Institute, http://www.brookings.edu/research/papers/2013/01/a-plastic-moment-to-mold-a-liberal-global-order As you enter your second term, the state of the […]
10 treasures that outshine gold
By Michael Brush, From MSN Money, Diamonds Diamonds may be a girl’s best friend, as Marilyn Monroe sang in “Gentlemen […]
Economic Growth–Great for Everyone but Investors?
By Alex Bryan | Morningstar By 2050 the world’s population is projected to reach 9 billion, up from 7 billion today. Nearly all […]
Cocoa to Rice Woos Kuwait to Asia’s $2 Trillion: Islamic Finance
By Dahlia Kholaif, Bloomberg, Kuwait China Investment Co. (KCIC), part owned by the Persian Gulf nation’s sovereign-wealth fund, wants to […]
Emerging markets outlook 2013: more bulls than bears
(By EM) The bullish outlook for emerging markets for 2013 is supported by a “return from the abyss” for the […]
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