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James Gruber

  • Analysis & Opinion

James Gruber's Opinion & Analysis
A complete archive of James Gruber's articles, including current analysis & opinion.

Strategy: Jim Rogers He’s bought a Chinese financial company, remains long the yen and thinks Korean unification will happen soon. Jim Rogers has led a life that many investors would love to...
Along with my Asia Confidential blog, I'll be launching a paid publication called Asia Money Masters (AMM) later this week.  I thought I'd give you a sneak peak of the first issue though, via a full...
On the face of it, the title of this article will seem absurd to many. While China's economic growth has slowed, it's still running at a brisk 7.4% annual rate. Moreover, the Chinese government seems...
Myth of a Japanese economic recovery Japan raised its consumption tax rate in 1997 - a recession soon followed as well as a deflationary spiral which has lasted to this day. With this month's hike in...
Many stock markets are only marginally off record highs and yet there's already a growing chorus of calls for a larger correction or crash. Comparisons to 2008, 1999, 1987 and 1929 are all the...
Hints from Q1 A normal market cycle? A system unhinged An investment framework Inflation is dead. At least that's the view of the vast majority of economists, investors, policymakers and financial...
Asia Confidential has received a lot of feedback on our view of the relative attractiveness of Chinese and South Korean stocks in both Asian and international contexts. Some of the feedback has...
Last week, Asia Confidential looked at the rise and fall of China, and how investors had gone from excessive optimism to seemingly excessive pessimism. China market valuations had already largely...
Late last year, Asia Confidential made a seemingly outrageous call: junior gold miners would likely prove the great contrarian trade of 2014. At the time, those stocks were the most hated assets on...
Emerging market, really?Challenges today2014 economic outlookLong-term powerhouseValuations stack upPotential risks Investors can't bail fast enough on emerging markets at the moment. And rightly...