Oil talks end without an agreement. What's the impact on markets?
Oil prices increased over the past weeks in view of this meeting which although wouldn't have decreased oil supply, the agreement would have at least put a cap on output. All oil producers are pumping at full capacity right now so the agreement would...
KPMG announces offer to buy Crimsonwing
Why you should have known that emerging markets are dangerous?
1. QE depressed yields and Hot Money flew to Emerging Markets - since Emerging Markets paid better rates. Now the momentum of QE is decreasing and the reverse is starting to happen. This is putting and will put enormous pressure on currencies of emer...
Wall street has high hopes for this year but are they fooling us?
1. When the general consensus is that stocks should rally then that's when you need to be very careful! 2. Total real return over the last 10 years was 2% - so we should expect similar returns for the next decade (is it sufficient? Not to me!)3....
I disagree with this CNBC article saying gold this year should rally
Article URL: http://www.cnbc.com/id/101318321Because:(i) The US economy is growing while Europe is stagnated and (ii) borrowing in USD and investing in emerging markets (which happened so far because investors searched for yield elsewhere) will ...
Why (don't) wages fall in a recession?
“Question: Don't wages fall all the time? Answer: Real wages fall all the time, and nominal wages often fall when workers change jobs. But nominal wages hardly ever fall for a given worker at a given job - even when there's massive excess ...
Why does a 7.5% growth rate in China mean bad news?
The growth rate in China is declining but while a 2% growth in Western nations is good news nowadays, a 7.5% growth in China roils the market. Why?Chinese consumers spend only 36% of GDP compared to 50% in most other Asian countries and 70% in t...
Which country has the largest account surplus? (Hint, it's not China)
Surprise, surprise - it is not a country which is rich in resources and neither the die hard export-or-you die Japan! Germany has the largest current account surplus (in absolute terms)!!This sheds some light on how fragile the Eurozone is. The US bl...
China following Japan's footsteps?
According to CBNC (http://www.cnbc.com/id/100919914), the China State Council ordered an audit of the books of government agencies/ local governments.To prop itself out of recession in 2008, China rolled out a stimulus programme 3 times larger than U...
Apple is losing market share. Buy Samsung instead? No?
Samsung has gained market share but it will never be the new Apple – even if Apple goes bust. iPhones and iPads are sexy but the real value of Apple is not limited to the appeal of its products. Apple customers are hooked to its ecosystem –...
The Japanese Trap
Published on the Money Magazine - May 2013 editionThe
Japanese population has been living in a state of stagnation since their bubble
burst on New Year’s Day way back in 1990. Japan is now cursed with sluggishness,
deflation and a burgeoning gover...
7 Tips before you start investing
Published on the sundaycircle.com
People perceive stocks as risky because share prices are volatile. The real risk however lies within you – your greed is your worst enemy!Stocks are sexy because they present you an opportunity to gamble your way t...
The big apple takes a bite
Published on the Money Magazine - March 2013 editionApple's share price has made whopping gains, but its stock value has plummeted. What is shaking the tree?Last year, Apple Inc. surpassed ExxonMobil Corporation to become the world's largest company ...
What about other Eurozone government bonds?
Published on the Times of MaltaNothing comes for free and investments
are not an exception. An investor exposes himself to risk in return for a
reward, which usually comes in the form of a dividend, a coupon or a capital
gain. The relationship bet...
Should you reinvest your dividend?
Published on the Times of Malta
whether you should reinvest your dividends? Or were you ever at a loss between choosing
to receive cash or new shares when a scrip dividend is offered?
a study carried out by Profess...
The European Union under pressure will morph into a federal state?
Published on the MONEY magazine - November 2012 issue
Massive deficits and political discord threaten the economies of Europe and the US. Both economies are suffering from severe consumer retrenchment and mushrooming government debt levels.
Did the local listed market deleverage?
Published on the MONEY magazine - January 2013 issueIn an
earlier market report we analysed the Malta Stock Exchange (MSE) Index and
concluded that its decline between 2006 and 2011 was mainly driven by lower
profits. The credit crisis and a few o...
Facebook – an IPO gone bad?
Published on the Times of MaltaFacebook is one of the largest companies to go public. It has more unique visitors than any other website and its total pages are viewed about 10 times the size of its next closest competitor. Not buying Facebook seemed...
Unwinding the complexities of financial data
Published on the Accountant - Summer Issuer 2012A financial website dedicated to the local listed market and an analysis of Banks’ exposure to the local property marketBy: Calvin Bartolo and Chris GrechINTRODUCTIONInvesting is not easy but it’s ...
LIBOR: a primer to understand the scandal better
Published on the MONEY magazine - September 2012 issueLIBOR stands for the London InterBank Offered Rate and it is an indication of the rate at which a leading bank can obtain unsecured funding in the London interbank market. Even though only banks a...