some other blog

who is this guy?

http://hedgefund.blogspot.com/

Scary cocktail of risk?

some guys paste of a WSJ article

http://www.emergingportfolio.com/press/wsj_032406.pdf

Stock tickers?

I"m looking for a great collation of foreign equity indices, even indiv stock tickers

any ideas?

And speaking of Singapore

I was in Singapore also. What a place. I'm sorry not to have visited the western end of the Island. I only had the chance to tour some investment firms, all in the high rises near Orchard Road.
Ignoring the economy, i was taken by the a) trees, b) the ubiquity of English and c) the heat. It was for me, like Miami in the summer, albeit cleaner and with more English speakers :)

shots follow this

My visit to Delhi

Speaking of Emerging Markets; i was just in Delhi.

Looked at Real estate in the nearby town of Gurgaon. Wow.
While the pace and scope is amazing, i just happened to find a 10 year old copy of National Geographic. It could have been written yesterday. It noted nearly everything I might note today (poverty amidst new development, new high rises, the middle class, etc)

Some shots from my visit

a great little blog

this young guy in HK... LINK

Jim Rogers on Singapore

Hey, I was there... this a good read
"Living in Hong Kong..."

my competitor on Emerging markets (sort of)

Link

Macau

I don't even know what to ask about Macau?

Other than gambling and casinos, can you make money ... on...

construction
retail
financials?

I missed this; Alternative Investments in Asia

Great conference, just missed it LINK

Singapore, Raffles, Hedge Funds (I want to go)

wow, if only i could strap myself into coach and fly to this
http://www.goingtomeet.com/conventions/details/8575

China, per top manager

check this out, from Reuters

New Hedge fund site

go to www.daugfamily.com/hedgefunds

3rd

3rd

A bad July?

Anybody watch the markets this July?

How to start a hedge fund (video)

some guy from U of Fla (yipes)
LINK

Photos or videos of top hedge managers?

this shot made me yearn for better photos..
http://newsimg.bbc.co.uk/media/images/41741000/jpg/_41741292_relax.jpg

or plain shots

major bermuda hedge fund

www.evcap.com or www.everestcapital.com

cool hedge blog

http://pfblogs.org/entry/514867

Sunday news

ah, its just a status thing http://www.sfgate.com/cgi-bin/article.cgi?file=/chronicle/archive/2006/06/11/BUGNLJBANE1.DTL&type=business

Telegraph also dissing the hedge funds http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2006/06/11/ccluke11.xml&menuId=242&sSheet=/money/2006/06/11/ixcoms.html

Morgan stanley to offer fund of funds (oh boy)
http://www.banknet360.com/news/NewsAbstract.do?na_id=3818

funny...Hedgestock?

conf for either hippies or hedge fund folks
http://www.hedgestock.co.uk/2006/

...Hedgestock?

conf for either hippies or hedge fund folks
http://www.hedgestock.co.uk/2006/

hedge fund reader...??

article about widening types of investing for the hedge funds..
.. http://www.hedgefundreader.com/2006/05/hedge_funds_wid.html

good blog, or just an aggregator?

http://pfblogs.org/

recent hedge fund activity

Even hippies want hedge funds
.....see Financial Times story http://news.ft.com/cms/s/39ef3aac-f29e-11da-b78e-0000779e2340.html

Why the banks are addicted to hedge funds
....NY Times http://dealbook.blogs.nytimes.com/?p=3755

bloomberg has note/article on state of hedge funds

http://www.bloomberg.com/apps/news?pid=10000103&sid=aFGa3if.d.PY

flickr photos of emerging markets conference

http://www.flickr.com/photos/65812886@N00/sets/72057594096331005/

 

time to leave the emerging markets..? (whadya think?)

http://articles.moneycentral.msn.com/Investing/MutualFunds/EmergingMarketsParty.aspx

 

bunch of analysts, as featured on abnormalreturns

http://abnormalreturns.wordpress.com/2006/05/31/wednesday-links-bric-branding/

 

Canadian paper w/ note about hedge funds aiming at emerging markets

I’d say, “about time”

 

http://www.investmentexecutive.com/client/en/News/DetailNews.asp?Id=34122&IdSection=148&cat=148

 

Great set of links on emerging markets

Emerging markets (by the way, somebody in Nicaragua asked me "what then qualifies a country as 3rd world?)

http://www.investorhome.com/intl.htm

Amazon books

Has nice comments inside book on hedge funds, called “Inside the house of money” , by Steven Drobny

Fund managers at Everest Capital

names, etc

Everest Capital or evcap

Random cool blog

http://paul.kedrosky.com/

not sure about this guy http://www.feld.com/blog/index.php

Sun Tech (any good as play on solar?)

Suntech Power Q4 2005 Earnings Conference Call Transcript (STP)

Related Stocks: CHINA, STP

Suntech Power (STP)Q4 2005 Earnings Conference CallFebruary 13th 2006, 7:00 PM.

 

 

Hedge fund week on Asian funds

 

http://www.hedgeweek.com/download/12688/Hedge funds drive growth in Asian equity market.pdf

Asia finance blog looks interesting to me…

http://www.asiafinanceblog.com/asiafinanceblog/2006/04/hedge_funds_mak.html

 

 

Templeton talking

From financial times http://news.ft.com/cms/s/6e27a80a-e3ed-11da-8ced-0000779e2340.html

Mark Mobius talking.. Its top ten holdings include stakes in Hyundai Development, Unibanco, Banco bradesco, PetroChina, China Petroleum & Chemical, Lukoil, Petroleo Brasilerio, SK Corp, Akbank TAS and Gedeon Richter.

 

As ps, I own small bit of this fund and I somehow recall it never did well….

Conferences?

http://www.empea.net/events/peindustrycalendar.aspx

 

Links for emerging markets

http://www.emgmkts.com/

Darn, I missed this conference http://www.ifc.org/ifcext/cfn.nsf/content/Conference2006Invitation

$21 billion raised for investing, just in 2005 http://www.empea.net/docs/Research/Fundraising.pdf

Some paid for, not totally great site http://www.xhedgefund.com/

Some other Hedge fund blog http://www.xhedgefund.com/blog.htm

 

Investing for me (and you)

Not sure if I made this fully clear. I’m a small investor, interested in smart, sophisticated investing. So I’m not going to bother with posting anything about “start your own business”, or “make money from installing pay phones”, etc.

But I do want to look at how to profit from the smarts of better investors than myself.

My choices I think are

Individual stocksETFSMutual funds (especially indexed)and then Hedge or other private investing vehicles

Do you have any ideas?

Try my other side

also at this