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Why Chinese Stocks May Still Make Sense Over the Long Run
Many investors have been concerned about the Chinese market lately and are asking Russ whether they should abandon Chinese stocks. Russ explains why his answer is still no, at least for the long term....
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The Richest Man In Asia Is Selling Everything In China
by Simon Black of Sovereign Man blog, Here’s a guy you want to bet on– Li Ka-Shing. Li is reportedly the richest person in Asia with a net worth well in excess of $30 billion, much of which he made...
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Dennis Mitchell: Chinese Shadow Banking
What is shadow banking in China, and what risks does it pose to the Chinese economy? Dennis Mitchell, Executive Vice-President and Chief Investment Officer, Sentry Investments, discusses the role of...
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China Holds the Keys to the Gold Market
China Holds the Keys to the Gold Market By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors April 25, 2014 Last year China’s private-sector demand for gold reached a record level...
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Som Seif: Investment Outlook, Risk, Rotation, and Canadian Equity Update (Q2,...
by AdvisorAnalyst.com We recently sat down with Som Seif, CEO, Founder of Purpose Investments, which manages ETFs and matching mutual funds, in Toronto, to get a quarterly update on markets, to discuss...
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Eric Sprott: Markets at a Glance (April/May 2014)
The Chinese Gold Vortex by Eric Sprott, Sprott Asset Management After a long and agonizing winter which was attributed to the so-called “Polar Vortex”, we thought it would be appropriate to highlight...
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Goldman Kills The China Recovery Story, Says “Two Year Property Downcycle...
With everyone focusing on the “Holy Grail” deal between Russia and China, and debating who got the upper hand in the 30 year price delivery arrangement, a just as notable story is that quietly...
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Scott Minerd: China’s Property Problems
May 21 2014 Alarm bells are warning of a Chinese property bubble, but Beijing can avoid a crisis by allowing inflation to fix the problem. by Scott Minerd, CIO, Guggenheim Partners LLC In the first...
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Four Market Risks to Focus on This Summer
What could lead to a more severe market correction? While there’s a long list of things that could go wrong in 2014, Russ lists four market risks to pay attention to this summer. by Russ Koesterich,...
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China Leads the World in Green Energy, Gaming and Gambling Markets
By Frank Holmes, CEO and Chief Investment Officer, U.S. Global Investors June 9, 2014 Last month, Xian Liang, co-portfolio manager of our China Region Fund (USCOX), attended the 19th CLSA China Forum...
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Defaults in China’s Bond Market and New Accounting Methodology
by Sentry Investments Are bond defaults on the rise in China? Jie Liu, Portfolio Manager and Head of Credit, discusses the frequency of bond defaults and the implications on the Chinese economy. Will...
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Could a China Recession Cause $50/barrel Crude Oil?
by William Smead, Smead Capital Management Globalization has created an interconnection between major world economies and commodity prices. China, as the world’s most populous country, rearranged the...
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Pay Attention To Stock Markets Of China & Russia
by The Short Side of Long Usually at the end of every month I summarise sentiment of major asset classes via a newsletter update. However, since the sentiment conditions have not changed all that much...
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Why Things Will Not Likely End Well in Hong Kong
Everybody was umbrella fighting… by Cam Hui, Humble Student of the Markets In my last two posts, I highlighted the rising tail-risk from the protests in Hong Kong (see The Big Kahuna Korrection, or buy...
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Time to Rethink China’s Equity Market
by Stuart Rae, AllianceBernstein Plans for a new Shanghai-Hong Kong trading system are among three developments that we expect will give a boost to China’s equity markets in the medium to long term. So...
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William Smead: “Strangers Passing in the Night”
by William Smead, Smead Capital Management The economies of China and the United States appear to be headed in the opposite direction. China’s economy is decelerating fast and the U.S. looks right on...
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Here Comes China!
by Joshua Brown, The Reformed Broker Don’t tell anyone, but so far this year the Chinese stock market – as represented by the Shanghai Composite – is now up almost 30% or double the year-to-date gain...
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Some People Never Learn
by Ben Carlson, A Wealth of Common Sense China’s economic growth has been unheard of over the past few decades, but it has yet to translate into stock market gains. Here’s a nice chart from Alliance...
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What Can We Learn From the Richest Man in Asia?
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View ArticleChina’s Millennials: Have Money, Will Travel
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