Posts Tagged ‘ Emerging Markets ’

Falling Commodities and Inflation in the Wings

Nov 5th, 2008 | By | Category: Commodities, Emerging Markets, Macro Economics, Politics
Now to the big subject of the day: Inflation. You’d think evidence of even bigger deficits in the U.S. is clearly inflationary. But not everyone thinks so. The new prophet of doom, Dr. Nouriel Roubini, says at least four factors are setting up what he calls “Stag Deflation” (as opposed ...read more


Emerging Economies

Jun 3rd, 2008 | By | 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


When Too Many Investors Think Alike, Nobody Is Thinking!

Mar 9th, 2007 | By | Category: Macro Economics
“As a general rule, it is foolish to do just what other people are doing, because there are almost sure to be too many people doing the same thing.” William Stanley Jevons (1835–1882) INTRODUCTION A friend of mine, Marcel Tjia, whose father was the founder of Indonesia’s PT Astra Group and who had the ...read more