Why Your Money is Better Off in Stocks Than in the Housing Market in 2012

February 2, 2012

If you read the mainstream you probably think it’s bad news for Australia if house prices keep falling. That it’ll be bad for the banks (which it will be). And that the entire Aussie economy will grind to a halt. But what if that doesn’t matter? What if falling house prices is actually a good [...]

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Oil Investors Should Look Towards Dubai

February 1, 2012

The way I see it, U.S. and European energy traders will be lucky if the door doesn’t hit them in the backsides as everybody heads for the doors. Like so many Western investors, they still have their blinders on. They think that if demand in the U.S. and the European Union (EU) begins to slide [...]

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Why You Should Pay Attention to the ASEAN Bloc

February 1, 2012

China and India are now seen as distinct investment areas, rather than just another part of an emerging-market whole. But this isn’t true of Southeast Asia and the ASEAN bloc. Few investors think about this region in its own right. And there are very few dedicated Southeast Asia funds. Even some that are supposed to [...]

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How to Win Even if the Australian Stock Market Doesn’t Go Up

February 1, 2012

Calm. There’s no other word to describe it. Since the beginning of January the Australian stock market has gained about 5%. It has done so in a calm and unexciting way. (OK, there are two words to describe it.) That doesn’t mean it has gone up in a straight line, because it hasn’t. But so [...]

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Why Chinese Real Estate is the Most Important Sector in the World Right Now

January 31, 2012

The outlook for China matters enormously to markets and the world economy. So it’s a shame that the argument over whether or not it will have a ‘soft landing’ is framed so poorly. What most pundits seem to mean by a soft landing is nothing of the kind. It doesn’t even qualify as a landing. [...]

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