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#Housing starts +2.6% in Apr. 6mo moving avg at highest level since Dec’08. Building activity gaining #momentum. Overweight #homebuilders.
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Industrial production +1.1% in Apr, most since Dec’10 & above consensus of +0.6%. Positive news after flat-lining in February & March.
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CNBC: Even Pros Don’t Like #Stocks: Could that be a #Bullish Sign? http://t.co/uMnm0lI1
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A prime example of why employees should not hold more than 5%-10% of company stock in their portfolio. http://t.co/SuTn72D1
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Consumer Price Index (i.e. inflation) basically flat in Apr & in line w/ consensus. 2.3% YOY, lowest since Feb’11. #Disinflation continues.
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PrintAsia in the Next Decade
Webinar Eventevent date & time: January 19, 2011 at 2:00 pm
Hosted by: Dana Nelson, Portfolio Manager Guest Speaker: Andrew Foster, Portfolio Manager Matthews International Capital Management, LLC As Asia continues to be a key driver of global growth, the question of Asia’s ability to perform more independently than the U.S. and Europe remains. Join us for a discussion including consideration of the following: * The evolution of Asia’s capital markets and currencies * The rise in Asia’s domestic demand and evolving services sectors * Current trends driving Asia’s growth, including the emergence of new industries and the implications for investors
To view the video of this webinar click here.
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#Housing starts +2.6% in Apr. 6mo moving avg at highest level since Dec’08. Building activity gaining #momentum. Overweight #homebuilders.








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