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- Singapore: Why Is Industrial Production Declining?
- Edward Harrison submits: Monday we learned that the Singapore PMI was much weaker than expected for September 2009, coming in at 50.6 versus 54.4 for August. While this demonstrates that the manufacturing sector there is still rising, it is doing so just barely. This was the lowest reading since...
- External links 2009-10-06
- Mobius Still Bullish on Emerging Markets
- Edward Harrison submits: Mark Mobius is one of the most famous Emerging Markets investors and right now he is bullish on Emerging Markets despite a huge rally in shares from late last year. Mobius turned bullish right as shares troughed and has remained so ever since. Mobius likes the so-called...
- External links 2009-09-23
- Gulf States' Currency Union Seen as Dollar Threat
- Edward Harrison submits: The last I had heard about a prospective Gulf currency union came yesterday morning in a note by Marc Chandler who is the Chief Strategist at Brown Brothers Harriman’s FX group. He indicated that he was more optimistic about a Gulf currency union on the than...
- External links 2009-12-16
- Emerging Market Economies: Why Eastern Europe Is Worst Off
- Edward Harrison submits: This comes via der Standard, an Austrian daily. My translation below: The international financial crisis has hit eastern Europe harder than previously expected, according to a press report. At least ten states are negotiating with the International Monetary Fund (IMF) for billion-dollar aid programs,...
- External links 2009-07-10
- CDS Contracts and the Implosion of Eastern European Economies
- Edward Harrison submits: Today I saw two blurbs about Eastern Europe which I want to pull together with a bit of added commentary about the automakers in the U.S. The first blurb had to do with the Baltics and their probable downgrade to junk by the ratings agencies. ...
- External links 2009-05-01
- Singapore Has a Huge Quarter - Up 20.4%
- Edward Harrison submits: Talk about V-shaped recoveries. Here’s one that’s actually for real. It’s in Singapore and it’s huge. Singapore appears to be emerging from its worst recession on record after the economy expanded at an annualised rate of 20.4% between April and June. by Edward...
- External links 2009-07-14
- South Korea Going Gangbusters Compared to U.K.
- Edward Harrison submits: The data being reported out of Asia is in marked contrast to what we are seeing in Europe and North America. Last week, I noted that Singapore had put up big numbers. China is also expanding robustly. Compare that with the data coming out of...
- External links 2009-07-25
Additional Resources
- Finding Relative Value in Financial Services
- Edward Harrison submits: Not every financial services sector company is a basket case destined for bankruptcy. There are many well-run lower risk organizations in the bunch. Moreover, let's not blame the banking model for individual companies' woes. The Economist had a good article this weekend highlighting the fact that it...
- External links 2008-08-20
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