Category Archives: Main Page

Chinese year of the horse a tough one for global growth

Posted on March 24, 2014 by Danielle Park

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

Posted on March 23, 2014 by Danielle Park

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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If the NASDAQ screams “sell” does anybody hear?

Posted on March 21, 2014 by Danielle Park
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