Monday, November 23rd, 2009

Posts Tagged ‘ Capital Flows ’

Another Look at Emerging Markets

Feb 19th, 2009 | By Fitzroy McLean | Category: Emerging Markets

After passing much of 2008 standing thankfully on the sidelines, we believe that with current valuations, opportunities have returned for putting capital back into long-term positions in emerging markets.



The Smoldering Iron Ore War

Apr 5th, 2008 | By Dan Denning | Category: Gold Market

The global wise men of asset prices and capital flows have weighed in on Aussie house prices. They have been found overvalued. Crikey. Hey, you can’t say we’re being knee-jerk bears on this one.