Time to Take the “Emerging” Out of Emerging Markets
by Jason Jenkins, Investment U Research
Thursday, December 01, 2011
Time to Take the “Emerging” Out of Emerging Markets
December 1, 2011 By Leave a Comment
China to Overtake India as World’s Biggest Gold Consuming Nation
July 29, 2011 By Leave a Comment
Much like how China has surpassed the US in so many manufacturing and economic milestones — and South Africa in gold production — the world’s most populous country is now poised to topple India as nation with the strongest gold demand in the world.
[Read more...]2011 Halftime Report: Oil Outlook Remains Strong
July 24, 2011 By Leave a Comment
This year has been eventful for the oil patch. Natural disasters, revolutions, terrorist attacks and political maneuvering kept oil bouncing around $100 per barrel and 3.8 percent higher on the year at the end of June. Despite the volatility and large number of external forces affecting oil prices, the International Energy Agency (IEA) said in its most recent Oil Market Report that “the bull run evident since autumn 2010 therefore looks in large part to be justified by supply and demand fundamentals.”
[Read more...]US Desperately Needs $2 Trillion in Infrastructure Repairs
May 18, 2011 By Leave a Comment
A recent study conducted by Ernst & Young for the Urban Land Institute shows the US badly needs $2 trillion in infrastructure rehabilitation for services and facilities — ranging from roads and bridges to sewers and dams — which are quickly reaching the end of their planned useful life.
[Read more...]Some Wages in US and India Moving Toward Parity
August 20, 2010 By Leave a Comment
The democratization of technology has allowed emerging nations access to the kinds of capabilities and knowhow that industrialized nations have long had, and, as a result, salaries in developing nations are rising alongside productivity, especially relative to the developed world.
This week, there's an example of this global trend in call center operations. What's historically been the one of the most obvious cost-advantaged jobs to export to India is now, since the broader economic downturn, a business opportunity showing new signs of competitive life when based in the US.
[Read more...]India’s Banks Follow China’s Lead Toward Expanding Gold Market
August 9, 2010 By Leave a Comment
Recently, China began looking at ways of internationalizing its gold market, and since then banks in India have also made it known to their central bank, the Reserve Bank of India, that they are seeking permission to buy back gold from investors. These trading rights would be in addition to the role they currently maintain of primarily importing gold with the express purpose of selling it directly to jewelers and retailers.
[Read more...]Ready, Set, Gold! Best Months Are Just Ahead
August 9, 2010 By Leave a Comment
Global economic conditions are now favorable for gold as a safe-haven investment. The U.S., Western Europe and Japan are close to buckling under the weight of their sovereign debt loads, government budget deficits remain large and persistent and, as a result, faith in major paper currencies is low.
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The 2011 Gold Season is Just Around the Corner
The ongoing debate in Washington prompted increased Fear Trade activity in gold this week. The issue over raising the federal borrowing limit caused the yellow metal to remain around its all-time high of $1,600 per ounce this week.
Gold has now increased for 124 months straight, says Deutsche Bank. The rally is in its 11th year, lasting nearly three times as long as other historical rallies going back to 1971. If the metal rose to $2,100 an ounce, it would represent the most powerful percentage increase in history, according to Deutsche Bank.
[Read more...]