Resources

2 Resources for

alex kateb

End of an Annus Horribilis for Finance: Alex Kateb submits: Here we are at the end of this "annus horribilis" that brought down the world to its knees, marking the end of a global expansion cycle which was falsely described as the dawn of a new era of perpetual growth and enduring prosperity. In a...; Tags: Financial, Alex Kateb; External links 2008-12-24
Chinalco's Investment in Rio Tinto: A Great Leap Forward: Alex Kateb submits: Chinalco, the Chinese state-owned metals and mining conglomerate, has made a decisive leap forward by agreeing to invest $ 19.5 bn in troubled mining giant Rio Tinto RTP. This move comes one year after Chinalco successfully acquired - jointly with the Alcoa AA group - a...; Tags: Materials/Industrials, Alex Kateb; External links 2009-02-12

Implications of the Battle for Axon for the Indian IT Sector: Alex Kateb submits: As Ramit Guha writes in the WSJ, the battle is raging between Indian firms INFOSYS INFY and HCL (BOM:532281) for the takeover of AXON Group (AXNGF.PK), a British IT software company with strong value-added SAP implementation capabilities and with a foothold in the UK and in...; Tags: India, Infosys Technologies Ltd.; External links 2008-10-02
Why Now Could Be the Right Time to Buy Emerging Markets Equities: Alex Kateb submits: In these times of high volatility and risk aversion, some people may find it foolish to buy emerging equities which are traditionnally considered as "high beta" risky investments. It may seem a bit contrarian indeed, but I am not the only one to hold this...; Tags: Emerging Markets; External links 2008-10-06
Brazil: Time to Release the Brakes on Growth: Alex Kateb submits: The Central Bank of Brazil trimmed the SELIC benchmark rate by one percentage point, 25 basis points more than expected by market analysts, to a record low 9.25 percent on Wednesday, June 10. However, it also said that from now on further reductions would be carried...; Tags: Emerging Markets, Alexandre Kateb; External links 2009-06-14

Global Imbalances: The Fall of Wal-Mart and the Rise of Rural China: Alex Kateb submits: As the Financial Times reports it: The US administration, with support from Europe, is seeking to reach agreement on a new framework for tackling global economic imbalances at next week’s G20 summit in Pittsburgh. Or does it really want to? by Alexandre Kateb; Tags: US Market, Retail, China, Alexandre Kateb, Wal-Mart Stores Inc.; External links 2009-09-17
The Dollar: A Strong Buy: Alex Kateb submits: It may seem highly unlikely to depict the dollar as strong buy, or even as a simple buy, with so many investors, hedge funds and proprietary traders alike now heavily engaged in dollar-funded carry trades.As a matter of fact the dollar is currently at record lows...; Tags: US Market, Alexandre Kateb; External links 2009-09-20
Wary of the New Gold Rush: Alex Kateb submits: No doubt about it: gold is the flavor of the day. Everybody is buying gold, from macro hedge funds to retail investors. Gold prices seem poised for an endless increase. What is the limit? $1500 an ounce? $2000 an ounce? The market sentiment is as bullish...; Tags: Gold & Precious Metals, Alexandre Kateb, Streettracks Gold Trust, Gladstone Plc.; External links 2009-10-08