Knowledge is Power: Sensex 21000, Piling into Stocks, African Banks Edition

21,000, but who’s counting? (The Hindu Business Line) Why U.S. Dollar Will Remain World’s Reserve Currency, Despite Political Brinkmanship (Charles Schwab) Investors pile into Spanish recovery (EuroMoney) Investors pile into Argentine stocks (beyondbrics) Can the Goldilocks sweet spot continue? (Fidelity) 5 reasons to love dividends (Financial Post) Africa’s Top 200 Banks 2013 (The Africa Report) Missing Workers: The Missing Part of the …

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Knowledge is Power: European Stocks, Safest Banks 2013, Terrifying Valuations Edition

With stocks, bigger isn’t better: Andrew Hallam (Canadian Business) Buy your fund manager (Canadian Business) 5 things investors should fear (Financial Post) The biggest EM in the world: the US (beyondbrics) Buy, sell or hold: Should you put Tesco in your portfolio? (Trustnet) Henderson’s O’Gorman: tech stocks hitting ‘terrifying’ valuations (CityWire) Now is the time to invest in European equities (The Asset) …

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Knowledge is Power: Obamacare, Robots, Great Rotation Edition

Four American blue-chips to add to your shopping list (MoneyWeek) Predicting Death to Find Life in Emerging Market Stocks (Alliance Bernstein) Obamacare is just a Bandaid. US healthcare needs radical surgery (The Guardian) Why the U.S. consumer isn’t a safe bet (The Globe and Mail) The Great Rotation spins its wheels (The Financial Post) EMs: not all smooth sailing (FT beyondbrics) …

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Knowledge is Power: Lazy Investors, Poland, Developed Markets Edition

Why your retirement plan won’t cut it (MarketWatch) UK the place to be, says Jupiter Merlin team (Trustnet) Emerging Asian economies expected to remain resilient but structural reform critical (OECD) CP vs. CN Railway: Which is the better investment? (The Globe and Mail) How to Stay on Track When Markets Are Volatile (Charles Schwab) Inside investment: Greek lessons (EuroMoney) Simple …

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Knowledge is Power: Future of Blackberry, Job Losses, Central Europe Edition

Absolute Majority? Merkel Wins Easy Re-Election (Der Spiegel) Does BlackBerry have a future? (CBC) Finding cheap shares ready to move on up: How finance professor Josef Lakonishok turned his theory into a $70bn practice (This is Money) Containing costly job losses (OECD Observer) Hi-Fis and Low Gears: Manufacturing’s Bounce in the U.S. (IMF Direct Blog) The American Myth of …

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