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...]Commodities 2011 Halftime Report
July 19, 2011 By Leave a Comment
Commodities don’t all perform in the same way. In any given year, a particular commodity will go gangbusters and outperform the group. However, that commodity will typically come back to Earth and underperform the following year or the year after that. This is why active management is important when investing in commodities. Active managers can benefit from rotating from winners to laggards or by investing in the companies which produce, farm or mine commodities most effectively.
[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.
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Perfect Storm Creates Tidal Wave of Gold Demand
A few weeks ago we held our Case for Investing in Gold webcast with the World Gold Council’s (WGC) Jason Toussaint, who gave some remarkable insight into gold demand in the East. In these countries, gold is not only celebrated, acquired, worn or displayed during holidays or special occasions; it is seen as an everyday symbol of wealth.
[Read more...]