Stocks have had a very strong start to 2019, across most of the world. The MSCI All-Countries World Index (ACWI), …
Is this the most expensive stock market in the world?
It’s a fundamental truth of investing that – all other things being equal – investors in stocks make more profit …
Why Indian stocks are fully priced
India has a relatively fast growing economy. So it’s reasonable to assume that Indian company profits will be relatively fast …
Introducing my system for choosing stocks
Stocks are essential sources of profit in any investment portfolio. But reliably picking the right stock market investments, with the …
The new gold buyers
Everyone should own some physical gold. In a “good” world – with vast, fast growing, gold-hungry emerging markets like India …
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 …
Why’s everyone ignoring gold’s bull market?
You wouldn’t know it from reading coverage of the markets, but gold has been doing rather well this year. That’s …
Where to find growth AND value in today’s markets
Developed market stocks are mostly expensive. Emerging markets mostly aren’t. Developed countries are mostly structurally low growth economies. Emerging market …
Seven charts that show why EM stocks will outperform
Emerging market stocks had a rough ride in recent years, leaving them trading at relatively cheap levels. Despite this, emerging …
My special mission to China…
In late 2001 I was dispatched to China on a special mission. A decade and a half after I arrived …
What did we learn in 2016?
Every year has its twists and turns. But 2016 arguably had more than usual. The political and media establishments are …
The “golden constant” is dead. Long live gold.
The “golden constant” is the idea that gold holds its purchasing power across centuries, with fluctuations along the way. But …
Should you buy Indian stocks?
Growth of corporate earnings is one of the main things that drives stock prices. In fact, in the long run, …
Keep the red flags flying high
It’s been revealed that left wing French president Francois Hollande has been paying US$10,000 a month to have a personal …
Best ways to invest in Gold
I’ve put together a special report called “The best ways to invest in gold: the ultimate consumer good.” It’s for …
Hard profits from soft currency stocks
We’ve been picking apart and chewing on a bit of a sacred cow. The most commonly held view is that …