BFM 89.9
The Business Station
BFM 89.9
The Business Station
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Dodge O Dorland, Chairman and Chief Investment Officer of Landor & Fuest Capital Managers in New York talks about
- Britain's finance minister called for some form of fiscal union to resolve the euro zone's debt crisis on Saturday, Aug 13 while his Italian counterpart renewed a call for the introduction of common euro zone bonds - latter looks like a viable solution
- Sharp decline in equities in August suggest investors understand the grim reality of a long period of slow growth. Where he would direct funds: in short term, likes Ralph Lauren, Mastercard, agriculture and fertiliser, amongst others.
- Investing in Latin America - region saw economic growth of 6% last year and is on course to notch up close to 5% this year.
But one worry is that inflation has edged up in South America - in Brazil, it is 6.9%, above the Central Bank’s target
- How and when to start positioning for a recovery
- Top three data on his radar this week: Housing Starts on Tuesday, Producer Price Index on Wednesday and Initial Jobless Claims on Thursday
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