Reversal of global ‘savings glut’ will hit stocks, bonds
The global “savings glut” that has driven stocks higher and bond yields down will soon start to wane, leading to higher interest rates as populations age.
Global Investing
All the latest product and investment news about the world’s biggest companies, including Apple, Google, Facebook, Amazon, Vodafone, Barclays, Deutshe Bank, Goldman Sachs, Tesla, and Netflix.
In Conversation with BLU: The Blue Label Telecoms story
A fascinating discussion between the two covered everything Blue Label, from the company’s inception, interest from Microsoft at BLU’s listing in 2007, their recent acquisition of RMCU and how it truly has opened the world up to the company – not to mention the importance of the ‘grey hair’ factor and where the lads’ prospects lie in the future.
Charlie Munger: Jain and Abel – Buffett’s “world leading” successors
Munger narrows Buffett’s probable successors to reinsurance head Ajit Jain and electricity utility leader Greg Abel. Jain and Abel. Has a ring to it…
Warren Buffett: Succession, culture and Berkshire’s next 50 years
Warren Buffett has produced a tour de force in common sense investing, the value of values and insight into the long asked question of his successor.
BHP Billiton profit drops sharply, but upbeat after beating forecasts by $500m
BHP, which increased its dividend 5.1 percent, said its plan to hive off about one third of its operations into the planned South32 Ltd. demerger would represent an effective additional cash return to holders.
James Saft: Wal-Mart’s $1bn pay hike bad news for share market investors
For every winner, there’s a loser. When Wal-Mart starts handing out raises it may be time to worry about equity market valuations.
Buyout Fund chief: There are asset bubbles everywhere we look
Quantitative Easing is supposed to lead to inflation, yet the threat of deflation and the popping of asset bubbles remain the biggest concerns.
Greece: Softening attitudes point to “muddling through” rather than Grexit solution
For its part, Greece is running out of money and needs an emergency lifeline. On the EU’s side, “Grexit” is sure to have unpleasant unintended consequences.
Warren Buffett buys more IBM shares, lifts holding to 7.8%
Some good news for followers of the Biznews Global Share portfolio; the world’s most successful investor Warren Buffett has bought another 6.5m shares in IBM
Soros switches into Europe, Asia – away from US stocks
Soros Fund Management, the family office of billionaire George Soros, cut its holdings in U.S. stocks in the fourth quarter and shifted assets globally.