Mark Mobius: Clients Don’t Want to Hear About China
“Clients say immediately ‘We don’t want to talk about China.'”
Mark Mobius Still Bearish, Especially on China
Bearish on China
Weak Euro, Not Strong Dollar
Dollar Index is irrelevant
The 20 Countries with the Fastest Declining Populations
Eastern Europe
Edward Chancellor: We’re Past the Turning Point on Interest Rates
2020 was the low
Crude Inventories Still Very Low
We are nowhere near the levels of capital expenditure that torpedoed the last commodity bull market
China Dominates the Antibiotics Market
It’s not about labor costs, it’s about de facto trade rules