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Monthly Archives: March 2014
China PMI, Copper and wasted stimulus dollars
China HSBC flash PMI fell to a weaker than expected 48.1, and copper continues to take a hit. Here is a direct video link.
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Chinese year of the horse a tough one for global growth
The HSBC Flash China Manufacturing Purchasing Managers’ Index™ (PMI™) is the earliest available indicator of manufacturing sector operating conditions in China. In March the reading contracted below 50 for the 3rd consecutive month, now at the lowest level in 18 … Continue reading
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GMO’s Montier: “Hideous opportunity set” advises cash and patience
James Montier, member of the asset allocation team at Boston-based GMO, has a hard time finding attractively valued assets these days. His advice to investors: Cash – and lots of patience. See: Equity markets are overvalued by 50 to 70%. … Continue reading
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