An investor smiles after the Shanghai Composite Index rose 4.9% on Monday in its best day for a month. Photograph: Xie Zhengyi/Xinhua Press/Corbis
Stock markets around the world have been lifted by hopes that the Chinese government will allow its currency to devalue to boost growth after figures at the weekend showed a surprise slump in exports from the world’s second-largest […]
Yves here. We’ve stressed that, generally speaking, stock market crashes aren’t anywhere near as serious as bank runs or credit market seizures because stock market bubbles are generally the product of a serious excess of animal spirits, as opposed to leveraged speculation. That in turn is the result of most modern stock exchanges drawing on the US stock market as […]
WASHINGTON: Buy Japan. Buy Vietnam. Buy US media stocks. Buy Mexican food stocks. Sell China.For investors wanting to take advantage of the Pacific Rim free trade pact that appears to be nearing completion, that’s what a savvy stock strategy might look like.The 12 nations of the Trans-Pacific Partnership (TPP) could wrap up an agreement in coming weeks, after the pact […]
More Charts
What does the size of a country’s market tell you about a country’s economy and its standard of living?That’s a question frontier markets strategist Andrew Howell aimed to answer in Citi’s massive new report on global public assets.”Governments should encourage the growth of equity markets, because they tend to be associated with economic development,” Howell wrote. “Whether or not […]
Today, we’re introducing our new Index of Evil…But first a quick look at what our proprietary stock market indicator is telling us about future returns.Our lead researcher, Stephen Jones, developed it for us. Stephen is a former stock market analyst at Value Line and the president of financial planning firm String Advisors.The question today: when past stock market conditions have […]
Big Data Meets Big Compute
The promise of big data has ushered in an era of data intelligence. From machine data to human thought streams, we are now collecting more data each day, so much that 90% of the data in the world today has been created in the last two years alone. In fact, every day, we create 2.5 quintillion […]
Looking for a turnaround story in emerging market equities that is decoupling from the general deterioration in the asset class seen over the last months? The Market Vectors Vietnam ETF (VNM) might be worth a deeper look.As most emerging markets, Vietnam was severely hit by the global financial crisis in 2008/09. As in many other emerging countries, the rapid pre-crisis […]
