Emerging Markets

Frontier Markets

Jun 13th, 2008 | By Chris Mayer | Category: Emerging Markets, Macro Economics

When the stock market turns ugly, the quest for “non-correlated assets” intensifies. A non-correlated asset is fancy Wall Street talk for something that doesn’t move lock-step with the overall market. When the market falls, a non-correlated asset might actually rise, or at least hold its own better than the market. Gold ...read more

Tags: frontier markets, Merrill Lynch's Frontier Index, non-correlated assets, United Arab Emirates
Posted in Emerging Markets, Macro Economics | No Comments »

Chinese Oil Effect

Jun 9th, 2008 | By Chris Mayer | Category: Emerging Markets, Oil

Cats, the great humorist P.G. Wodehouse once wrote, are snooty because they cannot get over the fact that the ancient Egyptians once worshipped them as gods. Americans, like cats, might also struggle to get used to a changed world. The global economy no longer bows exclusively to the altar of ...read more

Tags: Canadian Natural Resources, China oil, China's emerging economy, chinese economy, Chinese oil
Posted in Emerging Markets, Oil | 1 Comment »

Emerging Economies

Jun 3rd, 2008 | By Chris Mayer | Category: Emerging Markets

China is the new Germany. At the end of the Second World War, Germany was an “emerging market.” It was industrializing rapidly and producing brisk economic growth. Today, Germany is a mature “developed market” that grows slowly if it grows at all. Today, China is the new Germany. The industrial dynamism ...read more

Tags: Antoine van Agtmael, china's economy, emerging economies, Emerging Markets
Posted in Emerging Markets | 1 Comment »

Infrastructure Demand

Apr 29th, 2008 | By Chris Mayer | Category: Commodities, Emerging Markets

“[Nature] is rich, she is generous, she refuses to no one who will ask his share of her treasure of which she has inexhaustible reserves in the trees, in the mountains, in the sea. But one must know how to climb the tall trees, how to go into the mountains… ...read more

Tags: ABB Ltd, India metal, infrastructure demand, metals demand
Posted in Commodities, Emerging Markets | No Comments »

Investing in Singapore

Apr 9th, 2008 | By Chris Mayer | Category: Emerging Markets

“The city of Singapore was not built up gradually, the way most cities are, by a natural deposit of commerce on the banks of some river or at a traditional confluence of trade routes. It was simply invented one morning early in the nineteenth century by a man looking at ...read more

Tags: investing in Singapore, Singapore private banking, Singapore tin trade, Singapore water companies
Posted in Emerging Markets | 1 Comment »

Water Infrastructure

Mar 18th, 2008 | By Chris Mayer | Category: Emerging Markets

AFTER WORLD WAR II, THERE WAS a worldwide shortage of metal. What metal there was first went toward rebuilding industrial capacity. The big firms used it to refit or rebuild their factories. Water pipes were not high on the priority list. Before the war, water pipes were usually over-engineered. That is, ...read more

Tags: Housing Starts, tap fees, water infrastructure, water sector
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South African Gold Mining

Mar 11th, 2008 | By Ed Bugos | Category: Commodities, Emerging Markets

The South African gold and platinum deposits are among the vastest and richest in the world. Even after a persistent drop in annual production since the 1970s that has driven output down to an 85-year low, the country is still the second largest gold producer in the world. With gold and ...read more

Tags: Gold Fields, gold mining bull market, South African gold mining, South African mining
Posted in Commodities, Emerging Markets | No Comments »

Bear Market Opportunities

Feb 15th, 2008 | By Chris Mayer | Category: Emerging Markets

ADVERSITY BREEDS OPPORTUNITY. That’s how financial markets work. I’m not sure if the global stock markets have suffered enough adversity lately to create really great opportunities, but I’m keeping a close eye on the situation. And I’d advise you to do the same. It’s time to make a shopping list. Back ...read more

Tags: Cohen & Steers, IRSA, Loews Corp
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Genetic Engineering and Morality

Feb 1st, 2008 | By Jim Amrhein | Category: Emerging Markets

“What man has joined, nature is powerless to put asunder.” — Aldous Huxley, Brave New World, Chapter 2 “My friends are toys. I make them. It’s a hobby. I’m a genetic designer.” — J.F. Sebastian (William Sanderson), Blade Runner, 1982 CALL ME A GEEK, BUT ONE OF THE GREAT HIGHLIGHTS of my 2007 was ...read more

Tags: Blade Runner, genetic engineering, stem cells
Posted in Emerging Markets | 1 Comment »

The Potential for Cotton Futures

Jan 31st, 2008 | By Whiskey Contributor | Category: Commodities, Emerging Markets

ALREADY A MONTH INTO THE NEW YEAR, traders begin trying to figure out what trades will be the big winners in the as 2008 rolls on. Now, it’s not exactly breaking news that agriculture markets have basically been on fire for the last couple of years. Corn has skyrocketed on ...read more

Tags: cotton futures, cotton market, futures market
Posted in Commodities, Emerging Markets | 1 Comment »