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By Monty Guild & Tony Danaher, on February 25th, 2011
Global Investment Watch
Every fortnight we will focus on the investment climate in an individual country. Two weeks ago, we discussed Canada; today, we discuss Japan.
Japan
Higher Oil Prices Cloud an Otherwise Sunny Japan
This week, our country of focus is Japan. While rising oil prices make the country less and less attractive, here at Guild Investment, we’re holding the country in the back of our minds as we wait for oil prices to fall. When oil prices fall, we expect Japan to offer a very attractive investment climate.
Everyone is Down on Japan
1) Japan is . . .
Continue Reading: ADDENDUM TO YESTERDAY’S MARKET COMMENTARY
By Monty Guild & Tony Danaher, on February 25th, 2011
Boom!
Governments are being brought to their knees with startling speed. I spent this past Saturday in Bangkok watching the Asian news channels showing the demonstrations and various news feeds from Al Jazerra, CNN, and the BBC. I saw rioting all over the Middle East in at least six or seven countries, and the demonstrators seem intent on removing long-term, multi-decade governments from power.
The dominoes have started to topple. Tunisia, Egypt (two countries where change at the top has already happened), Libya (where change at the top is being fought for in the streets as we write this letter), Bahrain (where the . . .
Continue Reading: GOVERNMENTS BEING BROUGHT TO THEIR KNEES AT STARTLING SPEED
By Monty Guild & Tony Danaher, on February 17th, 2011
Boom Times Continue in Asia (Monty Guild is currently travelling in Asia and meeting with economists and analysts. Here’s a little of what he’s seeing and hearing so far).
In Hong Kong right now, commerce is booming. The overwhelming atmosphere here is of pride, opulence, and the desire of people and businesses to display their material wealth. At the airport, Chinese travelers abound, and not just businessmen—tourists as well. In confirmation of this experience, I was told by a source at Cathay Pacific, the large Hong Kong-based airline, that the number of Chinese traveling to the U.S., Europe, Latin . . .
Continue Reading: Boom Times Continue in Asia
By Monty Guild & Tony Danaher, on February 16th, 2011
Monty Guild, chief executive officer of Los Angeles-based Guild Investment Management Inc. who oversees $200 million, commented on investment strategies in the Middle East and emerging markets, in an interview in Singapore.
On the impact of Egypt’s political crisis:
“We think it will create tensions and decrease the valuations of Middle Eastern and emerging European stocks and also the valuations of some countries outside of the Middle East, which have repressive dictatorial or oligarch governments.
“In the next two years, many governments will change in this kind of countries, because of Google, Facebook, MySpace, all of these social networking communications, . . .
Continue Reading: Monty’s Interview with Bloomberg’s Weiyi Lim, “Guild Investment Recommends Egypts Construction, Japan Stocks”
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