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Global Alpha

This blog is about ideas for investing internationally, by country, sector, asset class or such, to make a return that beats the general US indices. (Disclaimer - this is not advice to invest. You should do your own research before investing, or consult a financial advisor. Note - I am long most of the funds I mention here - putting money where my mouth is)

Saturday, March 31, 2007

The Shanghai Stock Index Bubble: Financial News - Yahoo! Finance

The Shanghai Stock Index Bubble: Financial News - Yahoo! Finance
Interesting (but long) article about the interplay between the Chinese market, money supply, foreign currency reserves and the like.
Posted by Anurag Wakhlu at 4:10 PM No comments:
Labels: alpha, china, money supply

Tuesday, March 27, 2007

Investing in India: Can Market Timing Help?: Financial News - Yahoo! Finance

Investing in India: Can Market Timing Help?: Financial News - Yahoo! Finance
Market timing won't help in the long term (10 years).
Posted by Anurag Wakhlu at 6:57 AM No comments:

Sunday, March 25, 2007

Comparing India Funds: INP is the Way to Go: Financial News - Yahoo! Finance

Comparing India Funds: INP is the Way to Go: Financial News - Yahoo! Finance
INP is my favorite for investing in India (I am long INP).
Posted by Anurag Wakhlu at 8:37 AM No comments:

Thursday, March 1, 2007

Global markets tumble as China fear spills over - MarketWatch

Bingo! Prediction correct.
Global markets tumble as China fear spills over - MarketWatch
Posted by Anurag Wakhlu at 4:35 PM No comments:
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      • The Shanghai Stock Index Bubble: Financial News - ...
      • Investing in India: Can Market Timing Help?: Finan...
      • Comparing India Funds: INP is the Way to Go: Finan...
      • Global markets tumble as China fear spills over - ...
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Anurag Wakhlu
Founder & CEO, Coloci Inc.
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