Grace Chen

Wen Jiabao, the Chinese Premier, may have the economic quote of the year. After China’s central bank declared that it would raise the benchmark overnight interest rate by a quarter point, he commented, that “inflation expectations are more dire than inflation itself,” … Read More

The fixed income financial markets have been as exciting as ever. Central bank action is leaving the profits thin, but traders who hold pre-financial crisis fixed income investments, especially in long bonds, are doing better than ever. Lower yields on bonds, due … Read More

For most people on the outside, India has become the end destination for their telephone calls. However, inside the borders of this Asian country is a near 180 degree change in culture, wealth and growth. As more and more companies find Indian … Read More

If investors accept compound interest to be the eighth wonder of world, then it has to be globalization that is the ninth. With each passing day, conglomerates move products from destination to destination, from the designer to the manufacturer and then to … Read More

Truthfully, there is no set in stone BRIC. The term, coined first by Jim O’Neill, has kept true to its acronym. Reference BRIC nations today, and most conclude you mean Brazil, Russia, India and China. However, since the acronym was coined in 2001, additions … Read More

Inflation concerns are brewing all around the world. Leaders of the developed world push their central banks to inflate, whole governments enact fiscal stimulus and bailouts, and commodities soar as the effects of negative real interest rates permeate through the world economy. … Read More

As the developed world countries struggle to enact austerity measures centered around entitlements offered to the aging group of people born during the global post-WWII boom, one BRIC country is moving on from its own demographics unevenness. While we think of India as a … Read More

Investors like emerging markets because they offer easy GARP, growth at a reasonable price. Often, as in the case of Russia, political uncertainty provides for low earnings multiples, but positive macroeconomic trends allow for better than average growth. Obtaining GARP, then, should be an … Read More

Of all the countries making up the BRIC powerhouse, Russia is undoubtedly the most bi-polar. Very much like a bad relationship with a significant other, Russia is there for investors in the good times, but falls horribly off the radar in the … Read More

Through the real estate bubble in the United States, as well as the resulting global financial crisis, China remains the go-to country for a perfect carry trade.  While the carry trade is traditionally an operation of the foreign exchange market, China’s economic … Read More

Lenovo’s recent surge into profitability after the financial crisis and global recession demonstrates that Chinese brands have more than just price appeal.  In what would seem to be a radical move in other parts of the world, Lenovo, the largest manufacturer of … Read More

The stock markets rallied as China agreed that it would not pull several hundred billion dollars in investments from Europe.  This marks the first time that Chinese economic superiority has been so publicly confirmed, with markets rallying on the news that China … Read More

The move from equities to fixed income has been described as a flight to quality.  No one wants to get stuck holding an investment that can lose value, but at what point will investors want to actually make, not protect, wealth? US … Read More

China’s Anshan Iron and Steel Group, a state-owned steel producer, has doubled down with a $175 million investment into a rebar manufacturer in the United States.  The investment in rebar, rather than raw steel, indicates that China sees continuing growth in infrastructure … Read More