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Messages on the following theme China The world is your oyster - part 2 Sunday 29 June 2008 \| 1 Comments \| Category: Market analysis With GDP growth between 7.5% and 9.6% in each of the last five fiscal years, India's economic success story has been similar to China's.There are however big differences between the 2 countries. China's economy is industry-driven (industry accounts for about 46% of GDP in China compared to 27% in India) whereas India's is services-driven (services contribute some 55% to India's GDP compared to 40% in China). Read on... The world is your oyster Friday 02 May 2008 \| 0 Comments \| Category: Market analysis After spending two weeks in China and Turkey attending conferences and meeting with companies, I am more than ever convinced that the main theme for investors in the coming years will be the transition from a global economy led by the West to a global economy led by the East. Read on...	Market analysis Fund management Latest comments For gold to be in a bull market you need: - ... Do the recent stock market declines represent a buying opportunity? Le 25/08/2011 par Guy Wagner After reading your analyse, I thought, "What about investing in ... Do the recent stock market declines represent a buying opportunity? Le 24/08/2011 Hi Guy, I'm a regular reader of your blog and ... A Greek tragedy Le 29/07/2011 par Ian Brown hi Guy, great blog. Do you have an opinion on domestic and/or ... BL-Global Flexible - Situation as at 10 June 2011 Le 15/06/2011 The problem is that: - Greece does not have a liquidity ... Update on our investment strategy Le 24/05/2011 par Guy Wagner Tuesday 12 May 2009 Perspectives: macro-economic trends and market outlook Quarterly publication PERSPECTIVES To find out more about macro-economic trends and the market outlook. Click here to order!	About Guy Wagner is chief economist at Banque de Luxembourg Find out more Search on this website Follow us e-mail Archives 2012 January The year of living dangerously BL-Global Flexible - Situation as at 12 January 2012 2011 November Endgame for the eurozone? September BL-Global Flexible: Investment in gold mining shares Should we still be buying equities? Economic and financial environment: some key points BL-Global Flexible 1 September 2011 August Do the recent stock market declines represent a buying opportunity? July A Greek tragedy June BL-Global Flexible - Situation as at 10 June 2011 May Equity markets at a crossroads Brazil: an economic success story April BL-Global Flexible Q1 2011 March Update on our investment strategy Investment strategy 2011 (fourth and last part) February Investment strategy 2011 (third part) Investment strategy 2011 (second part) Investment outlook 2011: quality companies and emerging markets - video BL-Global Flexible EUR: Performance since beginning of the year Investment strategy 2011 (to be continued) January Presentation BL-Global Flexible EUR BL-Global Flexible EUR- Situation as at 24 January 2011 2010 December Thoughts on the European crisis November Some thoughts on currencies Quantitative Easing (Part 2) October BL-Global Flexible - Situation as at 1 October 2010 September Some alternatives to traditional fixed income investments Some thoughts for the summer (3): Fiscal prudence versus economic slowdown July Some thoughts for the summer (2): Interpreting the increase in the price of gold Presentation BL-Global Flexible Some thoughts for the summer (1): Could stock markets return to their early 2009 levels? June Analysis of the situation in ten points May BL-Global Flexible – Update 18 May 2010 April Worrying deterioration in public finances in the industrialised countries March The economic situation in Greece – continued Two anniversaries February BL-Global Flexible: Situation as at mid-February Quality companies are relatively cheap January BL-Global Flexible as at mid-January Investment strategy 2010 2009 December The economic situation in Greece November BL-Global Flexible as at beginning of November Frequently asked questions (cont'd) October BL-Global Flexible as at beginning of October FAQs September An economic recovery? BL-Global Flexible as at beginning of September August A defensive investment strategy - part 2 July BL-Global Flexible: Portfolio as at beginning of July A defensive investment strategy June BL-Global Flexible: Bond portfolio as at 15 June Buying opportunity in long-term government bonds May www.guywagnerblog.com is changing The need for an active investment strategy BL-Global Flexible: situation as at 12 May 2009 Bear market rally - part 2 April Bear market rally March A valuation undershoot? February Towards a weak euro? January Light at the end of the tunnel? What about the dollar - part 2? 2008 December Is there value in stocks? November Some encouraging news - part 2 October Some encouraging news September The case for Emerging Markets Large-scale thinking for a large-scale crisis August Not a time to take risks July Active investing Why inflation is not the issue (part 2) June The world is your oyster - part 2 May Oil - where do we go from here? The world is your oyster April Thoughts on the dollar What now for equity markets? March Buy companies, not indices Bear Stearns take-out/Federal Reserve actions Why inflation is not the issue Not a buying opportunity January Financials

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