Word: marketic
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Investor Jim Rogers frequently says on television that we are in a long-term bull market in commodities and that this is the asset class that is really going to perform. Do you agree? I'm agnostic about it. I can see the validity of the argument, that it is different this time in commodities, but I don't have a strong conviction about...
...China is the mother of all emerging markets. Do you see its stock market on a boom-bust trajectory, or is this the dawn of a major bull market, akin to 1982 in the U.S.? I would characterize it as being more similar to the U.S. in 1982. And China is still cheap. It isn't as cheap as it was four months ago, but that was the bottom of a long-term bear market, so I still think it looks really good...
Which of the world's stock markets will benefit most from China's rapid growth? Big players like Japan and Taiwan, or the smaller basket of Southeast Asian stock markets? I think it's the smaller basket of Asian markets, and that includes Indonesia, which is lately the hottest of the Asian emerging markets because they've come through this [economic crisis] very well and they seem to have their act together in terms of fiscal and monetary policies. Indonesia's political process has improved tremendously; it also has a big population and a lot of natural resources. The stock...
Moving to Japan's stock market, which has been comatose for years, are conditions taking shape for its bull to reawaken? I think they are. Consumer confidence in July rose, exceeding expectations, and there's been a sharp acceleration in industrial production. Also, there is an election in another week, and it's pretty clear that the LDP [Japan's ruling party] is going to lose. The new party that's coming in intends to put through programs that will increase the amount of money that the average Japanese [person has], thereby stimulating personal spending. For example, it intends...
...Though American universities have licensed fashionable clothes abroad, the agreement regarding the expensive clothing line is unusual in the United States, Walsh said. "I don't know offhand of something else in the college market that's been done similarly," he said...