Research. Reviews. Ideas. Built for investment professionals.

China


Elephant vs. Dragon: The Political and Economic Prospects of India and China

This is the first part of a three-part discussion. To be sure you don’t miss the rest, subscribe to Inside Investing via e-mail or RSS.

My firm recently sponsored an… READ MORE ›

Inflation, the Oldest and Most Powerful Force in the Galaxy

We may believe that inflation is a relatively new phenomenon, one from the time of the birth of coins and currencies. But evidence just revealed this week proves that Albert Einstein was correct in suggesting that it was present in… READ MORE ›

Why Should You Invest in Emerging Markets?

Over the past 20 years, from January 1992 to December 2012, China’s GDP per capita grew about 17 times and India’s GDP per capita grew about 4 or 5 times. These are astronomical increases.

Now,… READ MORE ›

Linkfest: Unemployment figures faked before election? ‘Money Honey’, ‘Turbotax Tim’ find greener pastures

Today’s most shared: Household unemployment survey manipulated for political reasons? … ‘Money Honey,’ ‘Turbotax Tim’ find new jobs… Bitcoin surges on US ‘endorsement’, China buying… Bloomberg’s China syndrome… Giving free stuff to kids who don’t spend builds Internet billions.
READ MORE ›

Linkfest: JPMorgan’s China, Twitter woes; Yellen’s confirmation; ‘Messaging’ startup turns down $3b

Today’s most shared: JPMorgan’s efforts to woo China leaders, Twittersphere go awry… Yellen confirmation hearings… Snapchat secure messaging (a/k/a sexting) startup flirts with Facebook, spurns $3b cash buyout… Lindzon on social investing… Meredith Whitney’s hedge fund promises high returns,… READ MORE ›

Linkfest: Euro QE? Inflation is the dog that didn’t bark; Bond fund exits strain liquidity; Dalio: forget alpha, just meditate

Today’s most shared: Euro QE on tap? … Heroic central bank efforts fail to stoke inflation, squash deflation risk… Investors run for the exit from bond funds, may run into liquidity problems… Reactions to Bloomberg… READ MORE ›

Linkfest: QE confessions; China news upbeat; Financial innovation seen harmful

Today’s most shared: Buyer’s remorse for man who implemented massive QE purchases… China news upbeat as iron market firms, Alibaba sets records, car sales rise… When someone says ‘financial innovation’, hold onto your wallet… President… READ MORE ›

Linkfest: Currency wars; Hard money faction blasts ECB; How bravest bargain-hunters of crisis struck gold

Today’s most shared: Every currency can’t be weak… Wall Street’s chat rooms a hive of villainy? … German hard-money faction displeased with ECB rate cut… When you’re cryin’ you should be buyin’ – the investors… READ MORE ›

Linkfest: Marks likes China; Jamie Dimon: The Lance Armstrong of Wall Street? Gentlemen, start your iPhones; Info overload

Today’s most shared: Howard Marks likes China… JPMorgan was supposed to be above the crowd, but is Jamie Dimon now the Lance Armstrong of Wall Street? … US government investment in infrastructure falls … How… READ MORE ›

Linkfest: Strong economic recovery MIA amid financial market recovery; Flawed punditocracy; JPMorgan too big to manage?

Today’s most shared: So far, strong global economic recovery is the dog that didn’t bark amid financial market recovery… Did China kill your dog (literally)? …. Shades of Internet bubble with hot IPOs, raised price targets, silly season…… READ MORE ›