Tag «china»

#Mark Mobius: bullish on Europe

Mark Mobius, the executive chairman of Templeton Emerging Markets Group told CNBC that he was looking to invest in the region, particularly in Eastern Europe. According to Mobius, the takeover of companies in Europe by Chinese and Middle East investors was another factor that would drive a recovery in the region. Mobius also said the …

5 years and counting, #commodities triumph over #equities yet again

For the fifth year running, commodities are beating equities. While the MSCI All-Country World Index of equities has dropped 13 percent in 2011 and Treasuries yield declined to near-record lows, the Standard & Poor’s GSCI index of 24 raw materials rose 2.1 percent. Goldman Sachs has remained bullish on commodities as well, expecting them to …

Welcoming #Chinese bank participation in #commodity #financing

Commodity financing is increasingly suffering from the credit tightness led by the European debt crisis. The liquidity of the market is once again threatened but compared to the peak of the credit crunch in 2008/2009, the current tightness of supply is on a significantly lower scale. Due to current market trends, financing institutions and borrowers …