"China and India are two of the fastest-growing investable economies on the planet, and have been transformed into global leaders in both the manufacturing and service sectors. At the same time, Brazil and Russia each has become a cornucopia of commodities, and are emerging as global leaders in the white-hot global energy sector." — Martin [...]
Tags: brazil, BRIC, china, goldman sachs, gs, India, inflation, Martin Hutchinson, natural resources, oil, russia
“Inflation is accelerating in the BRIC economies and central banks are responding with tighter monetary policy. While higher interest rates may be the standard remedy to combat inflation, tight money policies usually wind up dealing a death-blow to stock market investors.” — Mike Burnick
by Mike Burnick
Baltimore – (TFN): Don’t look [...]
“Standard & Poor’s just boosted the country’s credit rating to ‘investment grade’ in recent weeks, moving its rating from BB+ to BBB-. Why should we care? After all, isn’t Brazilian debt bought mostly by institutional investors? That’s true. But with the increased debt rating, Brazilian shares also should benefit.”– Martin Hutchinson
by Martin Hutchinson, Money Morning
Baltimore [...]
by John Browne
Baltimore — (TFN): In the early days of the American republic, fortune seekers were urged to “Go west, young man!” With the American economy now clearly showing its fragility, the rallying cry for today could be, “Go abroad!”
In the past quarter century, the center of wealth creation has steadily moved away from [...]
"When it comes to Wall Street, the worse the markets around the world behave, the more you’re going to hear about potential ‘alternatives.’" — Keith Fitz-Gerald
by Keith Fitz-Gerald
Baltimore – (TFN): Here’s a warning to investors. There’s a new term you’re going to hear a lot about in the [...]
"Because of the structural problems that the U.S. has long term, the dollar is likely to rally just a little bit but remain pretty weak. Which makes the relative values of U.S. hard assets and financial assets, vis-à-vis Europe and Japan, a steal. Therefore, at this level of the dollar, the U.S. is likely to [...]