6. More comments on the BRIC bubble in Bloomberg.
7. Portfolio Managers discuss to how to manage risk globally and what specific funds they are currently using.
8. Kirby Daley says go into Asian stocks.
Showing posts with label BRIC. Show all posts
Showing posts with label BRIC. Show all posts
Monday, November 5, 2007
Wednesday, October 31, 2007
evening commute links
figured with the breakfast links, we needed some just before dinner right after we begin our descent. homeward bound we are.
1. Market Strategists see not only domestic threats being a problem to US economic growth, but also those from EM.
2. Quiet honestly, if you're going to read an article on EM, this is the one for you to READ!
3. I'm tired of beating you guys over the head over Chinese IPOs! Giant Interactive Unit! It should price at around 16-17 (above it's range) and open somewhere north of $25. Demand on these things are like crack!
4. Your dentist was right about brushing at least twice a day. Seems like folks throughout the Emerging Markets might be brushing about three times a day.
1. Market Strategists see not only domestic threats being a problem to US economic growth, but also those from EM.
2. Quiet honestly, if you're going to read an article on EM, this is the one for you to READ!
3. I'm tired of beating you guys over the head over Chinese IPOs! Giant Interactive Unit! It should price at around 16-17 (above it's range) and open somewhere north of $25. Demand on these things are like crack!
4. Your dentist was right about brushing at least twice a day. Seems like folks throughout the Emerging Markets might be brushing about three times a day.
Tuesday, October 30, 2007
The Devil Wears Ghana
In what seemingly used to be reserved for western culture, international cosmetics companies are starting to realize there may be huge potential for women who don't feel pretty enough.
We hit them over the head with our hollywood stars, our commercials, and voila! you have the makings of a young, but growing society of women who no longer feel good about themselves physically. This trend seems to be growing and companies like Unilever are ready to step in and fill that void.
In all fairness, plastic surgery has been fairly common in areas like LatAm for those who could afford it for years. Now it seems like going au natural is no longer beautiful in the BRIC countries.
Well isn't that just fantastic?
Or should I say Marvelous? Marvelous Dahling, Marvelous!
We hit them over the head with our hollywood stars, our commercials, and voila! you have the makings of a young, but growing society of women who no longer feel good about themselves physically. This trend seems to be growing and companies like Unilever are ready to step in and fill that void.
In all fairness, plastic surgery has been fairly common in areas like LatAm for those who could afford it for years. Now it seems like going au natural is no longer beautiful in the BRIC countries.
Well isn't that just fantastic?
Or should I say Marvelous? Marvelous Dahling, Marvelous!
Breakfast Links
1. Chinese oil giant Sinopec loses money in oil as oil prices go up. Huh? Ohhhh. That’s why Communism blows.
2. China bans the use of "seductive" words like "foxy lady", "handsome guy" and "moneybags" in personal ads. I’m guess they prefer ones like “Single, parent honoring, female available - will produce many sons…”
3. Bank of China posts 40% rise in its nine month profit. Would have done better but took a hit in US subprime.
4. Petrobras’ finance arm prices $1 billion bond. 2018 @ 98.612 with 5.75% cpn to yield 1.67% over Treasuries.
5. JP Morgan to $2 billion to invest in Indian Infrastructure.
2. China bans the use of "seductive" words like "foxy lady", "handsome guy" and "moneybags" in personal ads. I’m guess they prefer ones like “Single, parent honoring, female available - will produce many sons…”
3. Bank of China posts 40% rise in its nine month profit. Would have done better but took a hit in US subprime.
4. Petrobras’ finance arm prices $1 billion bond. 2018 @ 98.612 with 5.75% cpn to yield 1.67% over Treasuries.
5. JP Morgan to $2 billion to invest in Indian Infrastructure.
Friday, October 26, 2007
some breakfast links to get you going for the weekend
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