China

If You’re Thinking About Global Diversification, You Should Read This

The developed world is depending, and will continue to depend, more and more on the developing world. The focus of productivity and GDP growth is in Asia. The U.S. is the only country with trade deficits since 1976. Introduction Nobody knows where the market will go in the next week, month, or year, but what… Read More »If You’re Thinking About Global Diversification, You Should Read This

Emerging Markets Are Hot – Here Is Where You Should Put Your Money

Emerging markets are up 10% since our last article on the subject, but the FED’s rate action might quickly erase the gains. Valuations are starting to diverge, but don’t fight the trend. Keep an eye on China as it is relatively undervalued and still boosts economic growth of 6.7%. Introduction In May we discussed how… Read More »Emerging Markets Are Hot – Here Is Where You Should Put Your Money

Forget The News: If You’re Not Exposed to China, You Should Be. Find Out Why.

Don’t be scared by the news, China is growing strong and has incredible future prospects. Temporary bumps are and will continue to be normal. Portfolio diversification with China is essential for increased returns in the future. Introduction  Exactly a year ago fears around slower economic growth in China, the Yuan devaluation, and oil prices below… Read More »Forget The News: If You’re Not Exposed to China, You Should Be. Find Out Why.

Is Global Recession On Its Way? Brexit May Be A Warning Sign…

Global GDP growth rates are stalling even with increased monetary stimulus. There are several potential recession triggers. It is important to assess the risks a portfolio runs as no one can know when a recession will come, but eventually it will as it always has. Introduction The main FED goals are sustainable economic growth and… Read More »Is Global Recession On Its Way? Brexit May Be A Warning Sign…

Headline Rollercoaster: The Economic Limbo Continues

Europe and Japan continue with their easing policies as not much changes. Chinese Purchasing Managers’ Index is positive but not far from stagnation. US data flirts between a dead cat bounce and a stronger economic recovery. Finding specific good investments should be the best answer to uncertain economic times ahead. Introduction Last week was an… Read More »Headline Rollercoaster: The Economic Limbo Continues

A Positive Note From Housing

Housing starts, positive homebuilders and a pickup in Chinese building all create a good feeling about the economy and markets. Average house prices have increased but median prices show that the current situation is not even close to a bubble. Rent prices are rising and therefore more buying is expected as people switch to buying… Read More »A Positive Note From Housing