Temasek Investment Review 2011 – Is 4.6% Return high or low?

Temasek Holdings’s portfolio reached a record-high $193 billion at the end of its last financial year. Its portfolio grew from a previous record of $186 billion in the

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How Obama invests his money

Because of my business, I come across many successful businessmen. They are brilliant people who made their fortune though excellent judgement and hard work. However, when come to

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Who Will Buy Treasuries When The Fed Doesn’t?

One month before Standard & Poor warned of downgrade US treasury debt’s AAA rating, Bill Gross, managing director and co-CIO of PIMCO, asks: “Who Will Buy Treasuries When The

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Hedge your portfolio in times of uncertainty

MENA (Middle East and North Africa), once a forgotten or unfamiliar  “oasis”  for a lot of investors, has truly grabbed the world’s attention. Stock Markets growth seemed to

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Global Food-Price Index Hits Record High, What you should have done

“A prominent indicator of international food prices hit a record high in December, sounding a warning about looming threats to the world’s poor and to global growth. “The

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Diverging of Commodities' Paths is good for asset allocation

Ever since financial crisis, prices of basic crops, fuels and industrial metals have moved in sync with one another. They have also somewhat correlated with stock markets for

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When times are uncertain, multi-asset is the key

September was probably the best month for most equity markets. Both stocks and equity funds have regained their grounds and recouped their losses. Leading the winners were equity

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Funds need not perform the same way

Further to my recent blog More correlation between stocks and oil, During financial crisis, most of the investments became correlated and melt down all together. Asset Allocation seems

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