Archive for 2012
The Real India?
The first link below, from the FT, has a good commentary on the Indian social and economic situation. It describes the huge imbalance between rich and poor, economic success and poverty but also asks some difficult questions for ‘wealthy’ european nations such as ourselves and Greece. FT India Article The Fidelity India China Fund, which is […]
Investment Myth – ‘Sell in May and Go away’
Investment Myth – ‘Sell in May and Go away’ SeekingAlpa.com has a great pool of investment related articles and gives investors some insight into the thoughts of other investors and investment managers. There are lots of investment myths out there and ‘rules of thumb’ that you hear about from time to time. The old chestnut of […]
Plain English Explanation of Current Financial Issues
Commentary on the current Irish Soveriegn and Banking crisis by Oliver Gillvary (Head of Research at Dolmen Securities) Please find below an interesting commentary by Oliver Gillvary (Head of Research at Dolmen Securities) on the current Irish Soveriegn and Banking crisis. (edited slightly by me where jargon crept in). Basically my interpretation of what he […]
2012 – ‘Bumper year for Irish Equity Fund investment’ Pramit Ghose
2012 – ‘Bumper year for Irish Equity Fund investment’ No, this is not a misprint. Pramit Ghose did mean 2012 in his commentary. I really enjoy reading “Pramit Ghose’s” weekly ‘snippets’ which he emails on Fridays. In his latest issue he mentions something I have been commenting on recently more and more. He expects massive […]
Where do you Invest Now?
Where do you invest now? Equity markets are very volatile, Government Bonds are increasingly risky, Cash deposit rates are low and Gold looks like it may be entering bubble territory? Most advisors are still recommending Capital Guaranteed ‘Structured products’, but they are expensive, have long investment periods and often don’t give better than cash returns. […]