No Comments Posted on 28 August 2008

President Medvedev, 26th August 2008: “We are not afraid of anything, including the prospect of a Cold War”. President Bush, 26th August 2008: "We expect Russia to live up to its international commitments, reconsider this...

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Category: Equity

No Comments Posted on 12 August 2008

It may not be the best time to write about the positive outlook on the Korean equity market (or equity market overall) from an economic point of view, however, I would like to remind you that in the long run, structurally, Korea...

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Category: Equity

No Comments Posted on 8 August 2008

American comedy writer Robert Orben once wrote that “inflation is bringing us true democracy. For the first time in history luxuries and necessities are selling at the same price.” This quote very accurately describes the...

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Category: Fixed Income

No Comments Posted on 4 August 2008

Having covered developed market equities for most of my professional life, when I joined Rexiter three years ago, I encountered a significant amount of scepticism among the ‘veterans’ (outside Rexiter’s team, of course) for my...

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Category: Equity