In a recent interview, Katie Koch, managing director at Goldman Sachs Asset Management, said that South Korea, Mexico, Indonesia and Turkey are the four countries that are growing at a faster rate than any other in the emerging market space. … Continue reading →
Last week started badly, with disappointing US employment figures and results of elections in France and Greece spooking the markets. This continued for most of the week, only reversing somewhat on Thursday and Friday as cheaper prices encouraged bargain hunters … Continue reading →
In a previous post, I looked at the argument for gaining investment exposure to agriculture (you can find it here). This time, I want to look at HOW to gain such exposure should doing so fit within your risk parameters. … Continue reading →
Last week was generally a poor one for equity markets. Most, including the UK, US and Japan were down between 2 and 2.5%. China was a stand out exception, clocking up a 3.35% gain. Honourable mentions also go to Brazil … Continue reading →
Last week was a fairly benign one for markets. Most indexes ended up in positive territory; although by less than one per cent. The exceptions were the US S&P 500 which ended up by just under 2 per cent and … Continue reading →
As mentioned last week, US earnings season is now in full flow. With more than 20% of companies now having reported, an impressive 82% have beaten expectations (for the record, typically just under 70% of companies beat the estimates when … Continue reading →
Today I want to take a closer look at agriculture as an investment opportunity. I want to address such questions as “should you be exposed to agriculture in the first place?” and “how does one gain investment exposure to agriculture?” … Continue reading →
One of the highlights of last week was Facebook announcing that they were going to pay USD1 Billion for Instagram, a company that as Jon Stewart says “kind of ruins your pictures”. Bearing in mind that Instagram is 18 months … Continue reading →
Given the recent debate in here Poland regarding the increasing of the state retirement age, I thought I would share some recent figures from the International Monetary Fund (IMF) on life expectancy. The IMFs view is that governments consistently underestimate … Continue reading →
Share prices rallied during the first quarter of 2012 amid hopes of a global economic recovery underpinned by renewed optimism that the Eurozone would avoid a collapse. Early in March, investors around the world were nervous as Greece approached the … Continue reading →