from Lipper Columns:

CTRL:ALT:INVEST: Managed futures could hedge volatility

August 9, 2013

Salient Partners' Lee Partridge says managed futures, which seek low correlation to stock and bond markets, are shifting out of long equity positions and interest-rate sensitive bonds.

from Lipper Columns:

CTRL:ALT:INVEST: Are Diamonds an Investor’s Best Friend?

July 30, 2013

Volatility in the stock market may increase appetite for diamonds as an investment and as a collectible, but Rapaport Group's Martin Rapaport warns returns can still be choppy.

from India Insight:

Metal stocks top underperformers in 2013; outlook mixed

June 28, 2013

Shares of Indian metal companies are going through a rough patch in 2013 as a slowing economy at home coupled with rising input costs and weakness in Europe hurts demand.

from Global Investing:

South African rand slides as labour unrest grows

May 16, 2013

The South African rand has lost most ground amongst emerging market currencies, according to Reuters data, falling almost 10 percent so far this year to hit 4-year lows against the dollar.

from Global Investing:

Weekly Radar: Draghi returns to London

May 16, 2013

ECB chief Mario Draghi returns to London next week almost 10 months on from his seminal “whatever it takes” speech to the global financial community in The City  – a speech that not only drew a line under the euro financial crisis by flagging the ECB’s sovereign debt backstop OMT but one that framed the determination of the G4 central banks at large to reflate their economies via extraordinary monetary easing. Since then we’ve seen the Fed effectively commit to buying an addition trillion dollars of bonds this year to get the U.S. jobless rate down toward 6.5%, followed by the ‘shock-and-awe’ tactics of the new Japanese government and Bank of Japan to end decades.

from Global Investing:

There’s cash in that trash

April 9, 2013

There's cash in that trash.

Analysts at Bank of America/Merrill Lynch are expounding opportunities to profit from the burgeoning waste disposal industry, which it estimates at $1 trillion at present but says could double within the next decade. They have compiled a list of more than 80 companies which may benefit most from the push for recycling waste, generating energy from biomass and building facilities to process or reduce waste. It's an industry that is likely to grow exponentially as incomes rise, especially in emerging economies, BofA/ML says in a note:

from Global Investing:

African growth if China slows

December 11, 2012

The  apparent turnaround in Africa's fortunes over the past decade has been attributed to the rise of China and its insatiable appetite for African commodities. So African policymakers, like those everywhere, will have been relieved by the recent uptick in Chinese economic data.

from Money on the markets:

Metal stocks post decent gains

November 18, 2010

The BSE Metals index gained 1.9 percent on Thursday, with stocks like Hindalco and JSW Steel posting top gains.

from Money on the markets:

Weak day for metal stocks

October 20, 2010

The BSE Metals index ended down more than 2 perncent on Wednesday with stocks like Sterlite Industries and Sesa Goa slipping more than 3 percent. Tata Steel fell 2.7 percent.

from Andrew Marshall:

Problems in Papua: New ICG report

By Thomson Reuters Helpdesk
August 3, 2010

INDONESIA

International Crisis Group has a new report in the deepening impasse in Indonesia's easternmost province of Papua, which makes up one half of the vast island of New Guinea. Local anger about inward migration is mounting, and there is a risk of a rekindling of separatist violence.