Global Investing

Wages wag the tail of the DAX

By Reuters Staff
October 5, 2012

This week, Germany celebrated its Tag der deutschen Einheit (Day of German Unity) marking twenty-two years since the wall was torn down between East and West.

Obama better bet for US stocks?

September 19, 2012

The wealthy in the United States have a reputation for being firmly on the side of the Republican Party, but maybe they shouldn’t be for the November presidential election.

No BRIC without China

September 17, 2012

Jim O’ Neill, creator of the BRIC investment concept, has been exasperated by repeated calls in the past to exclude one or another country from the quartet, based on either economic growth rates, equity performance or market structure. In the early years, Brazil’s eligibility for BRIC was often questioned due to its anaemic growth; then it was the turn of oil-dependent Russia. Over the past couple of years many turned their sights on India due to its reform stupor. They have suggested removing it and including Indonesia in its place.

In India, no longer just who you know

May 4, 2012

It’s not what you know but who you know. There are few places where this tenet applies more than in India but of late being close to the powers in New Delhi does not seem to be paying off for many company bosses.

from David Gaffen:

El-Erian’s Push-Pull Question

August 18, 2009

Investors have been forced to contend with a severe pullback in consumer demand and the panic that overtook the banking sector in late 2008.

from David Gaffen:

Earnings Coming Up Roses…Or Not

July 22, 2009

How do those green shoots look now?The market got all a-giddy last week after Intel (INTC.O) and Goldman Sachs (GS.N) (a barometer of nothing other than its own ability to navigate turbulent markets) posted better than expected earnings, but the latest round of earnings reports points mostly to the ability of companies to tighten their belts to anorexic levels.