MSCI emerging market equities (MXEF) fell 2.38% in February and are now down 4.51% YTD. Diamond Age employs a global macro EM mandate with holdings in some 23 countries in […]
Read MoreFollowing a world-beating +16.66% performance in December, the Fund returned an unremarkable +0.50% vs. +2.19% for the benchmark index, MSCI Emerging Markets Europe (MXMU) in January. In the final hours […]
Read MoreГлобальный экономический форум в Давосе на прошлей неделе очередной раз показал, почему global outreach («разъяснительная кампания») в России неудачна: РФ еще не понимает внешний мир и не умеет с ним […]
Read MoreOn 29 January 2010, I posted a comment forecasting that Toyota will bounce back. Today, it was announced that Toyota retained its title as the world’s largest car manufacturer in […]
Read MoreWith Moscow making yet another attempt to modernize the country, many commentators have drawn parallels with former Soviet leader Mikhail Gorbachev’s policies of perestroika and glasnost, arguing that they are […]
Read MoreExceptional year-end performance doubled the benchmark MSCI Emerging Markets Europe which advanced +8.44% for the period. Fund NAV beat the all time November 2007 high and stands at $267.80 per […]
Read MoreDas Boot – Super Goldilocks – Super Cycle Leave it to the French: “The looming recession will spur a 60% drop in stocks. The unfolding liquidity-driven Emerging Markets (EM) and […]
Read More“There’s No Way You Can Bet Against America & Win.” Warren Buffett. There is a Russian proverb: “трудно найти чёрную кошку в тёмной комнате, особенно, если её там нет” – […]
Read MoreRussia witnessed a hot summer of burning skies over Moscow and other parts of the country, while extreme gyrations in global markets saw the MSCI Emerging Markets Europe fall a […]
Read MoreГосударство по-прежнему хочет рулить всем Пока российские преобразования будут сводиться к напыщенной и пустой болтовне на международных форумах и клубных застольях, России остается только грезить о величии. Как писал Марк […]
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