September 28, 2013

investment ideas

Martin Hutchinson, Money Morning:
- Singapore
- Chile (best-run country in LatAm, strong mineral sector)
- Phillipines

The world needs ever more food – and Latin America is the place to invest- James McKeigue

Crowdfunding: Seedrs, Crowdcube


September 03, 2013

investment ideas

Marc Lichtenfeld : effect of rising interest rates in US
- bond funds lose money, short term bonds are less damaged
- individual bonds won't lose money if held until maturity (unless default)
- Dividend stocks could fall temporarily; opportunity for long term investors to buy
- short term selloffs in stocks should not worry long term investors
- stock market doesn’t have to fall after rates rise


Lars Henriksson: Asian markets current sell-off will ease off over the next two months, coinciding with the seasonally strong November to February period