South African stocks intrigue me. That’s because the country has had the world’s best performing stock market over the ultra-long …
From Mexico City: caution required with Mexican stocks
This week I’m in Mexico City. Mexican stocks have underperformed emerging markets over the past decade. But they don’t look …
2017’s top 10 investment reads
Another year is nearly over. As usual, it feels like it’s flown by (that’s my middle age showing). Last week …
What did we learn in 2017?
The year 2017 of the Gregorian calendar is creaking to a close. Most mainstream investments did well in the year …
When the CAPE ratio fails
No valuation ratio is perfect. All have their pros and cons. But one of the usually more reliable ones – …
The world’s cheapest stock market
Success in investing is all about improving the chances of consistently making healthy profits. The single most reliable way to …
This week’s ambitious tax reform…in Argentina
Argentina, a country that’s been beating itself up for at least 70 years, now has a real chance to switch …
Mostly big winners, no losers (my past stock recommendations)
Although the OfWealth Briefing is a free service, from time to time I make specific investment recommendations. Today I look …
The new gold buyers
Everyone should own some physical gold. In a “good” world – with vast, fast growing, gold-hungry emerging markets like India …
The debt zombies will overwhelm us (again)
“To kill zombies you need to destroy their brains.” Such was the wisdom yielded by an internet search to solve …
World wealth: where it is and how it’s invested
Global private financial wealth grew at a 5.3% clip in 2016, according to a recent report by Boston Consulting Group …
Crisis bargains in today’s investment markets
This week OfWealth is looking at the idea of taking some of your investments on a “crisis vacation” from time …
China’s staggering global project
China has a global, multi-decade mega project. Even if you’ve heard of it before, the chances are you don’t know …
Chinese A-share upgrade by MSCI: what it really means
It finally happened. After many years of near misses, index provider MSCI has finally agreed to include certain domestic Chinese …
Argentina seduces desperate investors
Back in the 1990s. there was a British TV commercial for a drink called Orange Tango. An unsuspecting guy tasted …
Brazil’s wake up call for investors
Just before going to bed last night I flicked on the local news here in Buenos Aires. That was the …