May 25, 2017 update by Rupert on the big moody's china downgrade It's not just China that's had to cope with a debt downgrade this week, Hong Kong has also... Read More

Not Making It In India by Siddharth Bhargava, Matthews Asia In catching up with an old friend who was recently visiting from India, the subject came up of a new... Read More

Another day another set of predictions from Wall Street analysts for 2017. This time the predictions come from Barclays' US Equity Strategy team headed by Jonathan Glionna and Eric Slover, CFA. ... Read More

Japanese Value - more gains ahead? Japan typically isn’t the region you would associate with expensive equities, but according to CLSA strategist Nicholas Smith, there seems to be a growing... Read More

Most investors understand that sell-side analysts have a long bias, even with a ‘Chinese wall’ in effect they understand that their employers benefit from a generally sunny outlook. But... Read More

Renowned oil trader and hedge fund manager Pierre Andurand believes there’s a 70% chance that OPEC will reach an agreement to curtail oil output soon and as a result,... Read More

DG Value Partners Class A posted a net return of 0.4% for October, bringing its returns to 5.84% net for the first 10 months of the year. Class C... Read More

Leon Cooperman has filed his 13-F for the third quarter of 2013. The filing shows that Cooperman was fairly active in the three month period, making several major changes... Read More

As hedge fund manager Paul Singer cracks down on who accesses Elliott Management’s quarterly investment letters, the manager of the $27 billion fund also wonders if those who managed... Read More

Letter from investment banks says stocks still have some runway left, they apparently do not see whites of rate hike's eyes Read More