Global Investing

INVEST SOME MONEY IN EMERGING MARKET STOCKS

August 28, 2015

INVEST SOME MONEY IN EMERGING MARKET STOCKS

  • Most dynamic long-term growth
  • Belong in long time horizon, growth part of portfolios

Watch the related WEALTHTRACK episode.

CONSIDER INVESTING IN INDIA

April 17, 2015

CONSIDER INVESTING IN INDIA

  • Business friendly leadership under Prime Minister Narendra Modi
  • Most dynamic of the BRICs
  • World’s largest democracy, established rule of law,vibrant and growing entrepreneurial middle class

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS

October 3, 2014

PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS

SOME QUALITIES JUDGED:

  • Ease of starting a business
  • Obtaining credit & construction permits
  • Getting electricity
  • Registering property
  • Taxes
  • Investor protections
  • Contract enforcement

U.S. RANKED NUMBER 4, 
CHINA RANKED NUMBER 96

Watch the related WEALTHTRACK episode.

CONSIDER INVESTING IN CHINA

March 20, 2013

China’s economy and markets have reached such a level of size, power, diversity and complexity that it deserves to be treated as a distinct asset class, requiring different investment approaches, as investors have had for years in the U.S. market

 

 

BEWARE THE CONSENSUS VIEW

February 22, 2013

With market volatility is near multi-year lows and investors are becoming much more bullish towards stocks, don’t abandon your insurance policies of cash, treasuries and gold. As WEALTHTRACK guest Andy Lo reminded us recently, it won’t take much of a scare to shake the market up.

Watch this Episode

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