James Saft

James Saft

Latest from James Saft

Politics to blame for China stocks’ lost decades
Maybe central banks will declare victory and go home
Brexit and the bitter fruit of de-globalisation
Yuan is China’s currency but US Federal Reserve’s problem
The dithering is over: Time for the Fed to raise rates is here
Japan’s doing OK, but demographic bomb ticking
Cleaning up the stockyards of banking
Active funds earn keep, barely, in bear markets
Monetary policy and Asia’s people-shaped hole
US company earnings to sing the economy's blues
The burning question: How does global warming affect investors?
Fed losing market power; taking not making prices
Demographics to challenge inequality and asset values
Tantrums tipped when Fed raises rates, so get on with it
Stages of grief as US interest rate increases loom
US Fed may be less patient than market believes
Save while young, fret over asset allocation in old age
Fear of missing out a driving force in markets in China, Silicon Valley
Activists hedge funds actually good for investors
US company shares rally, but revenue flat and earnings seen slipping
Focus on deflation ignores several truths
China builds rebalancing on weakness in real estate

China's economy is rebalancing. Unfortunately, it is changing a lot like the United States did in 2006 and 2007, with a sudden slowdown in real estate.

28 Apr 2014 - 4:43AM

China's economy is rebalancing. Unfortunately, it is changing a lot like the United States did in 2006 and 2007, with a sudden slowdown in real estate.

China builds rebalancing on weakness in real estate
Fed inaction greases path for equities and other risky assets
Buffett builds US$55b green pile as individual investors cut cash holdings

Individual investors have been cutting back on cash in portfolios, the exact reverse of what Warren Buffett has been doing at Berkshire Hathaway.

21 Aug 2014 - 11:43PM

Individual investors have been cutting back on cash in portfolios, the exact reverse of what Warren Buffett has been doing at Berkshire Hathaway.

Buffett builds US$55b green pile as individual investors cut cash holdings