Posts Tagged ‘emerging markets’



  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…
  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 -…
  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 …
  October 18th, 2009

Newsletter: Are We (Half Way) There Yet

Are We (Half Way) There Yet? - A look at the stimulus paved road to recovery Pacifica Partners' Investment
Compass - Quarterly Market Commentary- Oct 18th 2009 In this issue: Pacifica Partners' 2009 third quarter
Investment Compass Quarterly Market Commentary examines the economy's current state an…
  April 23rd, 2009

Currency Markets: The Real Driver of Market Movements

Pacifica Partners’ April 23rd 2009 blog-column entitled: “Currency Markets: The Real Driver of Market
Movements?” Can be read on the Financial Post website by clicking the following link:
http://network.nationalpost.com/np/blogs/fpmagazinedaily/archive/2009/04/23/currency-markets-the-real-driv…