Global Investing

  • Three snapshots for Thursday May 17, 2012
    Three snapshots for Thursday: Asset performance since Greek election, euro zone banks market cap share and Japanese GDP.
  • Battered India rupee lacks a warchest May 17, 2012
    The rupee's is at record low but there is likely more to come as India is one of the few emerging economies that failed to build up hard currency reserves since the last crisis in 2008.
  • Three snapshots for Tuesday May 15, 2012
    Three snapshots for Tuesday: Euro zone GDP, recession map and S&P 500 sector performance.
  • Three snapshots for Monday May 14, 2012
    Three snapshots for Monday: US bond vs dividend yield, ECB bond buying, Euro zone vs U.S. industrial production.
  • Research Radar: Greek gloom May 14, 2012
    "This means, on another hung parliament, that Greek government IOUs could trade as proxy currency as early as July" RBS
  • On the rocky road to change in China May 11, 2012
    One thing investors in China thought they could rely on was a steady, if unelected, hand. If this isn't the case, where do we go from here?
  • Not everyone is “risk off” May 10, 2012
    JPMorgan's NEXGEM index of risky debt has outperformed most other asset classes this year.
  • Three snapshots for Thursday May 10, 2012
    Three snapshots for Thursday, German and UK inflation, US jobless claims.
  • South African bond rush May 10, 2012
    The WGBI will give South African bonds a boost but maybe not as much as some expect
  • Three snapshots for Wednesday May 9, 2012
    Three snapshots for Wednesday: Country equity performance, cross-country equity correlation and economic surprise.

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