11 May, 2014 by The TZ Newswire Staff Comments Off on As China e-commerce basks in Alibaba IPO glow, aging warehouses lure investors
As China e-commerce basks in Alibaba IPO glow, aging warehouses lure investors
Alibaba Group Holding Ltd’s plans for a giant initial public offering in New York highlight vast potential for e-commerce in China – and the weak link the logistics industry must fix if explosive growth projections are to be reached. The ageing warehouses that supply goods to customers across the world’s second-largest economy are already creaking under the strain, lacking the automation and state-of-the-art technology that has fuelled the rise in the United States and Europe of Amazon.com Inc.
11 May, 2014 by The TZ Newswire Staff Comments Off on Time to get ‘outright bullish’ on emerging markets?
Time to get ‘outright bullish’ on emerging markets?
Emerging market assets have suffered through a selloff, but now the sentiment tide is taking a sharper turn toward the segment.
11 May, 2014 by The TZ Newswire Staff Comments Off on Why investors should be betting on a strong euro
Why investors should be betting on a strong euro
The euro’s decline is an event with little message for investors in euro-denominated assets.
11 May, 2014 by The TZ Newswire Staff Comments Off on CIBC: Overweight on dollar-yen
CIBC: Overweight on dollar-yen
Patrick Bennett, FX strategist at CIBC, explains his calls for the U.S. dollar against G-10 currencies.
11 May, 2014 by The TZ Newswire Staff Comments Off on Shares off to cautious start on Ukraine anxiety
Shares off to cautious start on Ukraine anxiety
Asian shares began the week on a cautious note on Monday as investors braced for a possible escalation in East-West tensions after anti-Kiev rebels declared victory in a referendum on self-rule in eastern Ukraine. Western leaders have threatened more sanctions in the key areas of energy, financial services and engineering if Moscow disrupts a presidential election planned in Ukraine on May 25. MSCI’s broadest index of Asia-Pacific shares outside Japan ticked down 0.1 percent while Japan’s Nikkei share average was almost flat. Oil prices rose slightly on concerns about Ukraine, with U.S.
11 May, 2014 by The TZ Newswire Staff Comments Off on All That Glitters
All That Glitters
Submitted by Ben Hunt via Salient Partners’ Epsilon Theory,
I’ve received a lot of questions over the past few weeks about Russia and the Ukraine, and why I don’t include this flashpoint in my list of greatest market risks. Sorry, but I just don’t think it’s that big of a deal from a markets perspective.
11 May, 2014 by The TZ Newswire Staff Comments Off on FoRGeT ABouT El NiNo, El NuMBNuTZ Is HeRe
FoRGeT ABouT El NiNo, El NuMBNuTZ Is HeRe
EL NUMBNUTZ
As usual, the MSM got it all wrong covering Obozo’s latest California boondoggle. For them the big story was the angering of Big Labor in front of a Big Walmart.
There are many good reasons why flying cross country in a 747 to stand in front of a Silicon Valley Wal-Mart and preach the gospel of global warming is the epitome of hypocritical douchebaggery.