Carlos Vegh and Guillermo Vuletin have an article Overcoming the fear of free falling: Monetary policy graduation in emerging markets, in `The role of Central Banks in financial stability: How has it changed?’, Federal Reserve Bank of Chicago, 2012. They have drawn on this to write a column on voxEU titled Graduation from monetary . . . → Read More: Has monetary policy in India helped or hurt?
China and India have always been crazy for gold and the yellow metal remains the choice store of value in those two countries, says Don Coxe, a strategic advisor to the BMO Financial Group. In an exclusive interview with The Gold Report, Coxe explains how demographic shifts are affecting the price of gold . . . → Read More: Don Coxe Recommends Investors Read Lenin to Understand the Markets
With oil reserves less and less accessible to western majors, producer stocks can carry significant geopolitical risk. In this exclusive interview with The Energy Report, First Asset Investment Management Inc. Senior Vice President John Stephenson explains why service-oriented companies are smart selections for risk-averse energy investors. No matter what happens in the oil . . . → Read More: Oil and Gas Services Avoid Geopolitical Risk: John Stephenson
In an environment of declining steel prices, Geordie Mark, mining analyst with Haywood Securities in Vancouver, nonetheless believes that iron ore juniors are poised for a rebound. Read his reasons for optimism in this exclusive Gold Report interview.
The Gold Report: About 37% of the world’s population is in China and India, . . . → Read More: Geordie Mark: Iron Ore Still Strong
Headlines scream gloom and doom, but Vikas Ranjan of Ubika Research sees brilliance on the horizon. As emerging markets develop, opportunities for profit abound: it’s only a matter of identifying the most in-demand commodities. Meanwhile, cleantech companies are creating commercial solutions to keep the lights on and the water flowing. In this exclusive . . . → Read More: Vikas Ranjan: Companies Meeting Emerging Market Demand
If investors were hoping that the strength of commodities was sign that decoupling, led by Asia and Latam, were running on course to help the global economy expanding, events last week must surely have extinguished such hopes. Indeed, it was always a question of commodities and emerging markets catching up to the ongoing slaughter . . . → Read More: Random Shots – High Expectations
One of the stories that caught my attention this week was the Bloomberg piece about how banks in London and New York are starting to jump ship on the old finance hubs due to fear of effects from planned regulatory tightening.
Banks in Europe are exploring ways to cut costs by routing . . . → Read More: Random Shots – No Light at the End of the Tunnel?
Growth is where you find it. Taylor Asset Management founder and CEO Stephen Taylor is an active global investor who loves Latin America, China and certain event-driven natural resource plays that he expects will provide big growth to investors who have made a bet on his Taylor International Fund. In this exclusive interview . . . → Read More: Stephen Taylor: Research Chinese Investments Carefully
Gold is once again hitting new highs, closing at $1,589/oz. on July 14. In this exclusive interview with The Gold Report, Dr. Michael Berry, principal of discoveryinvesting.com and editor of Morning Notes, predicts $1,700 gold by year-end and points to the juniors that could bask in the enhanced glow of all the metals, . . . → Read More: Michael Berry: $1,600 Gold in Reach
Gold is in the midst of a 20-year upward climb, according to The Great Super Cycle Author David Skarica. In this exclusive interview with The Gold Report, he points out the emerging market small caps that could profit from global economic swings.
The Gold Report: In a February interview with The Gold Report, . . . → Read More: David Skarica: Emerging Markets on Upswing