Inflation in Emerging Markets: Systemic Handicap or Short Term Concern
Emerging markets have grabbed a lot of our attention since 2008 and this priority of ours is considerably evident in our newsletters and commentaries since that time. It makes a great deal of sense for multiple reasons. First, many observers got a fresh reminder...A Random Walk Down the Deutsche Lane: From County Banks to the IMF Doorstep
On June 1, the French-German channel called Arte will broadcast a controversial documentary titled “The Octagon System”. The website www.Rue89.com claims that the producer started the project in 2007, but then the channel backtracked, due to its controversial topic,...The Road To Growth: Opportunities in Global Infrastructure
As a sort of preface for our newsletter next month we will briefly touch upon some general sentiments we hold for holding positions in assets that will rise with the expected global infrastructure boom. Figure 1: Global Growth Sources: Past and Future, IMF The table...ΠΕΡΙ ΠΟΛΥΤΙΜΩΝ ΜΕΤΑΛΛΩΝ: ΟΙ ΜΕΛΛΟΝΤΙΚΟΙ ΤΡΙΓΜΟΙ ΤΗΣ ΠΑΓΚΟΣΜΙΑΣ ΟΙΚΟΝΟΜΙΑΣ ΘΑ ΩΘΗΣΟΥΝ ΣΕ ΠΙΟ ΑΠΤΕΣ-ΠΡΑΓΜΑΤΙΚΕΣ ΕΠΕΝΔΥΣΕΙΣ…
Στο πέρασμα των αιώνων ο χρυσός θεωρούνταν πάντοτε η άγκυρα του οικονομικού συστήματος. Ο χρυσός ήταν –και είναι– «χρήμα». Σχετικά πρόσφατα άρχισε να θεωρείται asset class (επενδυτική επιλογή) από μόνος του. Η αξία και το κύρος του χρυσού ως μορφής πλούτου...Sign Up for Our Publications
