Global Investing

Cheaper oil and gold: a game changer for India?

April 16, 2013

Someone’s loss is someone’s gain and as Russian and South African markets reel from the recent oil and gold price rout, investors are getting ready to move more cash into commodity importer India.

Turkey: ceasefire with PKK may bring economic gains

By Reuters Staff
April 15, 2013

Turkey’s ceasefire last month with the Kurdish militant group PKK could boost its trade partnerships multilaterally, as increasing prospects for stability in the region bring economic opportunities in the Middle East and Africa.

‘Ivanovs’ keen on new cars despite high inflation – Sberbank

By Reuters Staff
April 11, 2013

Sberbank’s hypothetical Russian middle-class family metric – the ‘Ivanovs’- shows the average Russian family is concerned about high inflation, though that is still barely denting some peoples’ aspirations of getting behind the steering wheel of a new car.

Dim sum looks tasty for Africa

April 9, 2013

The rising yuan, which hit its highest last week since China’s FX market was set up in 1994,¬† should boost demand for China’s offshore “dim sum” bond market, and Africa may join in the action.

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:

Burgundy bounce lifts fine wines

By Reuters Staff
April 9, 2013

Investors are reaching for a glass of Burgundy as fine wines have enjoyed a more robust start to 2013 after the weaker performances seen in 2011 and 2012.

Active vs passive debate: the case of “monkeys”

April 9, 2013

As CalPERS considers switching all of its portfolios to passive investing,  questioning the effectiveness of active equity investment, there have been some interesting findings that would stir up the active vs passive debate.

Greece revs up in slow lane

April 8, 2013

There’s been plenty of bad news for heavily indebted Greece in the past three years – the banking crisis in neighbouring Cyprus being the latest of the country’s woes – but not all the news is gloomy.

Emerging markets’ export problem

April 8, 2013

Taiwan’s forecast-beating export data today came as a pleasant surprise amid the general emerging markets economic gloom.¬† In a raft of developing countries, from South Korea to Brazil, from Malaysia to the Czech Republic, export data has disappointed. HSBC’s monthly PMI index showed this month that recovery remains subdued.