Lessons for US shares today from Australia in the early 1990s
The US today appears to resemble the performance of the Australian economy and share market following its early 1990s financial crisis and recession.
The US today appears to resemble the performance of the Australian economy and share market following its early 1990s financial crisis and recession.
Japan LEI declines
The Conference Board Leading Economic Index (LEI) for Japan decreased 0.1 percent, while The Conference Board Coincident Economic Index (CEI) increased 0.6 percent in July.
The Conference Board Leading Economic Index (LEI) for Japan decreased 0.1 percent, while The Conference Board Coincident Economic Index (CEI) increased 0.6 percent in July.
Mobius on Emerging Markets
Monthly Commentary as of August 2010 by Dr. Mark Mobius, Executive Chairman, Templeton Emerging Markets Group.
Monthly Commentary as of August 2010 by Dr. Mark Mobius, Executive Chairman, Templeton Emerging Markets Group.
Tapping into the emerging markets century
Global emerging markets (GEMs) have been setting a fast pace in recent years. Since the 1970s, they have evolved from low cost locations for foreign manufacturing to centres of outsourcing expertise...
Global emerging markets (GEMs) have been setting a fast pace in recent years. Since the 1970s, they have evolved from low cost locations for foreign manufacturing to centres of outsourcing expertise...
Finding opportunities in mispriced stocks
While short positions in utilities and telecoms have been the major detractors in 1H 2010 and funds with an aggressive tilt towards consumer related stocks have outperformed its peers, the Fund is not...
While short positions in utilities and telecoms have been the major detractors in 1H 2010 and funds with an aggressive tilt towards consumer related stocks have outperformed its peers, the Fund is not...
Asia: the world's most dynamic region
Asian economies have grown rapidly in recent years, driven by exports to developed countries and fixed capital investment. As they mature, their high savings will naturally fall as domestic consumpt...
Asian economies have grown rapidly in recent years, driven by exports to developed countries and fixed capital investment. As they mature, their high savings will naturally fall as domestic consumpt...
Singapore: Unique competitive advantages
Singapore’s achievements are remarkable. Under shrewd leadership, it has transformed itself from a trading port into a sophisticated, high tech services and logistics hub. That process of dynamic ch...
Singapore’s achievements are remarkable. Under shrewd leadership, it has transformed itself from a trading port into a sophisticated, high tech services and logistics hub. That process of dynamic ch...
Brazil maintains robust expansion
Brazil maintained its robust pace of expansion, while Poland’s better-than-expected growth in the second quarter was boosted by buoyant domestic demand and sustained solid exports to Germany.
Brazil maintained its robust pace of expansion, while Poland’s better-than-expected growth in the second quarter was boosted by buoyant domestic demand and sustained solid exports to Germany.
