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Overinvestment in China
by Robert J. Horrocks of Matthews Asia, 4/16/10
The evidence for overinvestment in China seems to be thin - on the contrary, returns on capital have been stable and rising, suggesting that the productivity of the underlying economy remains strong. The government has tools to combat any concerns about overheating - including interest rates, reserve requirements and allowing the currency to appreciate. This commentary also includes a roundtable discussion with the Matthews Asia Funds Investment Team on a possible China bubble.

Global Market Management
by Monty Guild and Tony Danaher of Guild Investment Management, 3/26/10
Investors should focus on exporting companies, food-related companies, raw materials producers, iron ore, oil, coal, technology, and on stocks of other countries, especially countries that can export to fast-growing areas such as India, China and Southeast Asia. Even U.S. financial stocks are enjoying a rally as uncertainty ends. Japanese, European and U.S. stocks that produce products for domestic consumption offer poor prospects. Gold is in a trading range, and investors may want to acquire gold shares as it approaches the bottom of that range.

Postcard from Southeast Asia
by Sharat Shroff of Matthews Asia, 3/13/10
Asian entrepreneurs are confident about their long-term prospects. Despite this confidence, however, some countries still need to develop stronger institutional frameworks. Billions of dollars worth of new projects for an industrial zone in the Gulf of Thailand have been halted since an environmental lawsuit was filed two years ago. And failings associated with the 2008 government bailout of Indonesia's PT Bank Century point to institutional weaknesses in that country. Failure to address these institutional issues could cost Asian economies crucial capital from foreign investors.

Assessing India and China
by Sunil Asnani of Matthews Asia, 3/12/10
Investors often compare India and China. Both countries have been liberalizing their economies for quite some time, and feature entrepreneurial private sectors riding the current waves of growth. While China promises higher but arguably more volatile growth, India seems to be on a relatively more moderate and sustainable growth path. Because the typical U.S. investor is probably growth-starved, this tilts the argument in favor of China. Matthews Asia also includes responses from China and India investment specialists who participated in a roundtable this month.

A Lengthening Shadow
by Andrew Foster of Matthews Asia, 3/5/10
The Reserve Bank of Australia announced February 2 that it would leave its key policy rate unchanged following an announcement by Chinese authorities that they would reduce stimulus to their economy. Analysts expected a rate increase based on domestic conditions. The RBA?s announcement suggests that the countries of the Asia Pacific region are moving tacitly toward harmonized currencies and interest rate cycles, dictated by the business cycles of the largest economies of the region.

Eurozone's Economic Recovery Loses Steam in Fourth Quarter
by Team of American Century Investments, 3/2/10
Economic growth in the 16-country eurozone stalled in the fourth quarter of 2009, raising concerns about the durability of the region's nascent recovery. Output expanded just 0.4 percent on an annualized basis in the fourth quarter, down from 1.7 percent in the third quarter. Meanwhile, after negative growth in 2009, the world economy is projected to expand by 3.9 percent in 2010 and 4.3 percent in 2011. Asia and emerging markets will lead the charge, while advanced economies such as the eurozone will remain sluggish and dependent on government stimulus measures.

Chuck Akre on the Akre Focus Fund
by Robert Huebscher, 2/2/10
Chuck Akre is the Managing Member and Chief Executive Officer of Akre Capital Management, which he founded in 1989. He has a track record of above-average performance over the last 20-plus years managing mutual funds, separately managed accounts and partnerships, and he discusses the strategy he employs in his new Akre Focus Fund.

Allen Sinai: Jobless Recovery and the Failure of Current Economic Policies
by Robert Huebscher, 12/1/09
As the Democratic leadership in Congress has looked for ways to simultaneously create jobs and reduce the deficit, a key person they have turned to and continue to rely on is Allen Sinai. Sinai now fears the US is in the "mother of all jobless recoveries" and that the economic policies of the Obama administration are not working.

Obama Tours Asia with a Full Agenda
by Nouriel Roubini of RGE Monitor, 11/18/09

Disheartened
by Michael Lewitt, 11/17/09
We are again privileged to publish an excerpt from Michael Lewitt's HCM Market Letter. In this issue, titled "Disheartened," Lewitt argues that the powers-that-be are making limited progress addressing the structural problems in the economy, and that the greatest challenge is to achieve budgetary discipline.

Bruce Greenwald on Structural Problems in the Economy and Unemployment
by Robert Huebscher, 11/10/09
Bruce Greenwald is a professor of finance at Columbia University, the Director of Research at First Eagle Funds, and perhaps the foremost expert on value investing. In part one of our two-part interview, he discusses the structural problems facing the economy, the parallels to the Great Depression, and the implications for the unemployment rate.

Roubini: Fed Policies are Destabilizing the Financial System
by Robert Huebscher, 11/10/09
Nouriel Roubini, the once-obscure economist who gained celebrity and the title "Dr. Doom" after correctly forecasting the financial crisis, believes that current Fed policies are destabilizing the markets and pushing the economy toward another collapse.

Does Asia's Economic Rebound Signal the Return to Stellar Growth?
by Nouriel Roubini of RGE Monitor, 10/7/09

A Quarter-End Letter to Send Clients
by Dan Richards, 10/6/09
Last fall, Dan Richards began posting quarter-end letters that advisors could adapt for their own use. Many advisors have told him that they have received an outstanding response to the letters they sent as a result, and Dan provides a template for a third-quarter letter.

Retailers Face the New Frugality
by Robert Huebscher, 10/6/09
Whether they sell high-end designer clothing or tractors and pet food, retailers across the country are girding for leaner times. Consumer spending has dropped to 10% below its historical trend line, creating a landscape with far too many stores and far too much merchandise for consumers' thinning wallets to support. Along with the CEOs of Fortune 500 retailers, we attended a conference in New York last week looking at trends in consumer behavior, and we file our report.

The Case for Optimism
by Dan Richards, 8/25/09
Only a few months ago, economist's doomsday scenarios caused widespread concerns that we were about to revisit the Great Depression. That consensus view on the economy has shifted remarkably quickly, with a much more positive outlook for the immediate period ahead. Dan Richards cites two recent articles making a persuasive case for optimism.

At the Risk of Repeating Ourselves
by Michael Lewitt, 8/11/09
We have said before that Michael Lewitt's newsletter is a must-read, and this edition is no exception. Lewitt questions whether we are witnessing a summer calm before the storm, comments on the secured and unsecured debt asset classes, and opines on the abuses of unregulated dark pools of capital. We encourage you to subscribe to this valuable publication through the link we provide.

Some Signs of Life and Hope for a New Recovery
by John P. Calamos and Nick P. Calamos, 7/14/09
Calamos Investments' co-CIOs John P. Calamos, Sr. and Nick P. Calamos discuss the current market climate, implications of Fed and government actions, and investment opportunities in the shorter- and longer-term. Global governmental policies have restored a degree of confidence in the financial markets and many key financial metrics are back to pre-Lehman levels. Many investment opportunities will be available in the future. We thank them for their sponsorship.

Marty Whitman: The Outlook for Distressed Securities
by Robert Huebscher, 7/7/09
Marty Whitman is the founder, Co-Chief Investment Officer, and Portfolio Manager of the Third Avenue Value Fund and a veteran value investor with a long, distinguished history as a control investor. In our interview, he discusses the opportunities in distressed securities created by the financial crisis.

Riding the Stock Market Wave in the First Half of 2009
by Ron Surz, 7/7/09
Ron Surz provides his award-winning market commentary, reviewing the first half stock market performance around the world. He looks at the past decade, to set expectations accordingly. Have markets become cheap enough yet? He concludes with a realistic and sobering look at our current debt problems - a cause for concern for both young and old.

Is Eastern Europe on the Brink of an Asia-Style Crisis?
by Nouriel Roubini of RGE Monitor, 6/10/09

Let?s Talk Stocks: Berkowitz, Marsico and Weitz
by Robert Huebscher, 6/9/09
Three of the industry's most accomplished value investors - Bruce Berkowitz of the Fairholme Fund, Tom Marsico of Marsico Capital Management and Wally Weitz of Weitz Funds - spoke at a panel discussion at the Morningstar Investor Conference on May 28. We present some excerpts of their thoughts on key questions raised during the panel.
Results 4,301–4,322 of 4,322 found.