The coming 10 years won’t necessarily resemble the past 10. We’ve enlisted four investing sages who lay out the opportunities – and the pitfalls.
Robert Arnott
While the developed world has huge debt and demographic problems, many emerging markets have younger populations and foreign reserves. After the rally in 2009, this is not a “buy now” recommendation.
Still,
Continue reading Where the Professionals Think You Need to Invest in the 2010’s
International stock mutual funds were the best performers in a year when U.S. stock funds also soared, but the question for many investors as they head into 2010 is whether these standouts can continue their ascent.
http://feeds.marketwatch.com/~r/marketwatch/mutualfunds/~3/Q8gj_QedKaY/rss.asp
More signs that China’s red hot economy is facing potential problems: on a central bank-run website called China Finance, People’s Bank Governor Zhou Xiaochuan warned yesterday that industrial overcapacity could “pose a risk to the quality of bank loans.” Even so, China will continue its “moderately loose” monetary policy, Zhou wrote. Yes, there is a
Continue reading Emerging Markets – China’s Economy Facing Risks
After another turbulent year, the decade ended showing that youth triumphed over maturity – that emerging markets and developing asset classes such as commodities outperformed established equity and bond markets.
http://traxfer.ft.com/cms/s/0/8926e744-f6d9-11de-9fb5-00144feab49a.html?o=%2Fhome%2Fus
Some emerging markets continue to improve – and they are helping other countries.
China’s economic growth looks set to accelerate into the new year, with booming factories driving a December manufacturing survey to a 20-month high while South Korea’s exports to the country surged on strong demand.
http://feeds.reuters.com/~r/reuters/businessNews/~3/450rVbtmjfg/idUSTRE60007P20100102