A higher perception of risk can lower the actual risk by driving prices down. We like the prices that pessimism produces. -Christopher Davis
October 20, 2014
October 12, 2014
Mark Mobius views
Mark Mobius:
Emerging markets on recovery phase
US on sustainable growth path
EU and Japan recovering
Emerging market themes -consumer, commodities
Oil demand won't be affected much by shale gas
(interview with the Star)
ICAP Investor Day 2014
Take home message from Tan Teng Boo's talk-work hard at what you do, when you become good at it, passion (and riches) will follow.
October 11, 2014
October 07, 2014
Investment ideas
falling oil price is good news for India and Japan
Alibaba looks like a good way to play the long-term China growth story, and Yahoo is a simple way to give you access to Alibaba
Brazil JPB IBZL
Central America
a stronger dollar could be good news for other markets. As long as the euro is weakening, that's a positive sign (perhaps the only one) for troubled eurozone markets. The same goes for Japan. A weak yen (not to mention falling raw materials prices) is good news for Japan too.
(money morning)
October 05, 2014
October 02, 2014
verge of collapse
Tan Teng Boo believes global financial markets are in a very dangerous situation... only China will escape unscathed... don't buy shares or properties now.
(source : The Edge )
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