Possibly more so than at any other time in history, all parts of the world are simultaneously feeling the
impact of what a globalized world we live in. The impact of the globalized economy to transmit shockwaves from
one part of the world to another is unparalleled. As corporations have begun relea…
Posts Tagged ‘China’
May 18th, 2012
US Economy – A Beacon of Hope
July 6th, 2011
BNN: Portfolio Strategy & Demographics
Examining demographics and portfolio strategies. BNN speaks to AJ Sull, president and chief investment
officer, Pacifica Partners, on global demographic shifts. BNN: Portfolio Strategy & Demographics July 6th BNN
Interview:- Business News Network & Pacifica Perspectives Trends in global demographic…
officer, Pacifica Partners, on global demographic shifts. BNN: Portfolio Strategy & Demographics July 6th BNN
Interview:- Business News Network & Pacifica Perspectives Trends in global demographic…
June 14th, 2011
BNN: How to Invest in China
China's demographics are changing rapidly. BNN speaks to AJ Sull, president and chief investment officer,
Pacifica Partners, and gets his take on how to tailor your investment strategy to its changing population. BNN
Interview: How to Invest in China May 19th BNN Interview:- Business News Network &…
Pacifica Partners, and gets his take on how to tailor your investment strategy to its changing population. BNN
Interview: How to Invest in China May 19th BNN Interview:- Business News Network &…
May 9th, 2011
The Unbalancing China Equation
By now most investors have a pretty strong grasp of the problems facing the US. These problems range from
massive US debt, unemployment, depressed real estate, and the list goes on. Conversely, the image of China as
a country with a supercharged economy and seemingly no real challenges on the horiz…
massive US debt, unemployment, depressed real estate, and the list goes on. Conversely, the image of China as
a country with a supercharged economy and seemingly no real challenges on the horiz…
March 3rd, 2011
Investment Compass: Exporting Inflation
Exporting Inflation - Food, Energy, and Emerging Markets Pacifica Partners' 2011 Winter quarter Investment
Compass Quarterly Market Commentary examines rapidly rising food, energy, labor prices and the resulting
political and economic consequences that we have been witnessing. 2011 Winter Quarter -…
Compass Quarterly Market Commentary examines rapidly rising food, energy, labor prices and the resulting
political and economic consequences that we have been witnessing. 2011 Winter Quarter -…
February 14th, 2011
Hot Inflation Cools Emerging Markets
It was said by Herb Stein, economic advisor to Richard Nixon, "That which cannot continue won't". Looking at
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
some of the imbalances in the financial markets today, Stein's quote can be applied quite handily. The mad
rush to seek opportunity abroad has resulted in the overvaluation of some emerging …
January 15th, 2011
Strategy Notes – January 2011
Pacifica Partners' January 2011 "Investment Strategy Notes" is intended to provide our market outlook with a
higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.
Investment Strategy Notes - January 2011 Pacifica Partners' January 2011 "Investme…
higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.
Investment Strategy Notes - January 2011 Pacifica Partners' January 2011 "Investme…
November 13th, 2010
What if QE2 Backfired?
The markets have become so fixated on the Federal Reserve's quantitative easing (QEII) policy that they seem
to exclude most everything else. It has become consensus that the Fed will ride to the rescue and be
successful in its efforts to stimulate the economy back to a more sure footed path. What …
to exclude most everything else. It has become consensus that the Fed will ride to the rescue and be
successful in its efforts to stimulate the economy back to a more sure footed path. What …
October 4th, 2010
Fears of Currency Wars Helping to Lift Gold
Until recently, it seems that one of the main underpinnings in the strength of gold has been fears of
inflation. However, inflation data in the last several months has lead to an increased focus on the
possibility that deflation may be the “flation” on the horizon. Fears of Currency Wars Helpin…
inflation. However, inflation data in the last several months has lead to an increased focus on the
possibility that deflation may be the “flation” on the horizon. Fears of Currency Wars Helpin…
June 9th, 2010
Strategy Notes – June 2010
Pacifica Partners' June 2010 "Investment Strategy Notes" is intended to provide our market outlook with a
higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.
Investment Strategy Notes - June 2010 Pacifica Partners' June 2010 "Investment Strate…
higher level of technical detail than our Financial Post column or Investment Compass Quarterly Newsletter.
Investment Strategy Notes - June 2010 Pacifica Partners' June 2010 "Investment Strate…
