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BRIC News & Analysis

Frydenberg has spent big - but spend and save is the next big challenge: Firstlinks newsletter
Markets
Frydenberg has spent big - but spend and save is the next big challenge: Firstlinks newsletter
The return of selling fees; Cycle investing; Helping the supply chain; Getting used to inflation; Population decline; Budget summary; 6% mortgages?
Graham Hand | 31 March 2022
Cash, it's a love-hate thing - Firstlinks newsletter
Markets
Cash, it's a love-hate thing - Firstlinks newsletter
Same fund, but cheaper? Hume's crypto frontier; Need a bigger battery; Plight of Russian oil; Invasion impacts; Private equity; Global REITs.
Graham Hand | 24 March 2022
Investing through history - Firstlinks newsletter
Markets
Investing through history - Firstlinks newsletter
Fundies versus funds; MFS on portfolios; Gold in AUD as hedge; Discombobulation; Universal pension; Midterms are Biden referendum; Fed turning point.
Graham Hand | 18 March 2022
Brazil, Russia, India and China: The BRIC is broken - Firstlinks newsletter
Markets
Brazil, Russia, India and China: The BRIC is broken - Firstlinks newsletter
Investment fads and trends look good when they are launched, but can end in disaster.
Graham Hand | 10 March 2022
Emerging-markets equities: A promise half-fulfilled
Stocks
Emerging-markets equities: A promise half-fulfilled
Their economies have astonished; their stock gains, not so much.
John Rekenthaler | 13 April 2021
A new round of emerging market investment opportunities
Markets
A new round of emerging market investment opportunities
Egypt, Kenya and Nigeria are making significant reforms, and some emerging market fund managers are upping their exposure, writes David Brenchley.
David Brenchley | 15 June 2018