China
Video Games Rocket Ahead in 2017
Video Games Rocket Ahead in 2017 The four largest “pure-play” video game companies have been star stock-market performers in 2017: Activision Blizzard [NASDAQ: ATVI], Electronic Arts [NASDAQ: EA], Take Two Interactive [NASDAQ: TTWO], and Tencent [Hong Kong: 700HK]. (Tencent is not technically a pure play, but does earn about half Read more…
Emerging Markets
Money Keeps Flowing Into European and Emerging-Market Stocks — Here’s Why
Money Keeps Flowing Into European and Emerging-Market Stocks — Here’s Why We began to get bullish on European and emerging-market stocks a few months ago. Now major financial media are joining us, citing the same data we’ve observed: a broad uptick in global growth and economic vitality is suggesting that Read more…
Videos
April 28, 2017
https://vimeo.com/215274835 Monty Guild summarizes the week of April 28, 2017 Global Markets.
China
They Want to Be the Greatest World Power
China Has a Grand Strategy — They Want to Be the Greatest World Power China Has a Grand Strategy — They Want to Be the Greatest World Power Next week, the Chinese government will host 28 heads of state, as well as many senior government and NGO officials, at the Read more…
Technology
The Biggest Transformation of the Next Decade: Disrupting Global Transportation
The Biggest Transformation of the Next Decade: Disrupting Global Transportation Gridlock in Washington, whether real or apparent, has slowed the “Trump trade.” Market enthusiasm in the election’s wake focused on the beneficiaries of tax reform, regulatory relief, and infrastructure development, and with progress on those fronts in question, enthusiasm has Read more…