Economy
Squaring The Circle
With the S&P 500 at well into the 1000-1100 region (currently 1064) and the MSCI World index well into 1100-1200 (currently 1163), markets need to ……Read More
Business
Economy
Creating Conditions Conducive for Normaity
Despite credit crunch from late 2007, investors also need today to focus upon the creation of conditions conducive for normality, which we target for 2011. ……Read More
Economy
Portfolio Mix Q4/2009: Managing the Upcoming Reconciliation
As the global economy moves into bottoming out over mid 2009 and potential recovery to more normality into 2011, but with currently still ongoing credit ……Read More
Markets
Sector Mini Rotation Late 2009 Considerations
In the twelve months since October 2008, purveyors of Armageddon held sway for the first six months and then since March 2009 holding sway have ……Read More
Markets
Conundrum(s) Revisited – Equities,fixed income and bullion
With capital markets aspiring to a rapid return to normality, it is appropriate to examine conundrums as well as linkages between equities, fixed income and ……Read More
Economy
Markets Aspire to Immaculate Transition; Reality Tougher
We see corrections as being an essential part of checks and balances that ascertain the robustness of assumptions being built into markets. In this context, ……Read More