R. Richard Schweitzer

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Beware of Crumbling BRICs

If this concerns U S investors with BRIC-related holdings, shouldn't some of the commentary reflect "relative" rates of inflation; using, for example, the true rate of U.S. inflation? (see, Bill Gross and others)

If the true U.S rate is about 5.3% (being adjusted closer to the "world average" of about 7%) the competitive edge for the PGJ index should increase.

It is interesting to note that the increase in supply of U.S. Dollars in an open economy, produces lower inflation rates than occur in "command" sytems such as China and Russia. Brazil has become more open and normal. India is a political mess with subsidies distorting the pricing mechanisms.
Jul 03 06:36 am |Rating: 0 0 |Link to Comment |View article
Gone are the Days of Unlimited Chinese Labor

Another factor not mentioned in the article is the effect of changes in the flow of "new" labor from the "countryside"... and elsewhere into the industrial centers.
Feb 26 07:35 am |Rating: 0 0 |Link to Comment |View article
China A-Share/H-Share Premium Reaches Epic Proportions

Inside domestic China is also the issue of information transfers and reliability.
Feb 01 16:46 pm |Rating: 0 0 |Link to Comment |View article

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