The Chart Room

Rehydration and isolation might be the key to ending the Ebola epidemic. This article published by William Wallis of the Financial Times explains how Nigeria responded to the disease and the success of their action plan.

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Matthews Asia has put together this insightful report which looks at the hot button issues regarding China as well as adding a historical perspective which is often overlooked by many investors. Topics include savings rate and debt, productivity and growth, banking and shadow banking, real estate and property as well as transparency and financial reform.

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While the economy slowly improves, the unemployment rate is coming down, incomes are rising and sales are increasing, there is still great concern about the future. However, as Rex Nutting writes in this MarketWatch article, optimism may be on the rise.

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While the drug ZMapp was proven successful in treating the first US citizens infected with Ebola in West Africa, its supply is limited. Other treatments and vaccines are being developed by a host of companies.

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After 150 years of British rule, Hong Kong was returned to China in 1997. Hong Kong (as well as Macau and Taiwan) has operated semi-autonomously under what’s known as “one China, two systems”, with the promise of fully democratic elections in 2017. Earlier this summer, China mandated that a committee from Beijing would select the candidates for the vote. This has sparked a large outcry of protest from demonstrators demanding fair and free elections. Andy Rothman of Matthews Asia addresses his observations on the concerns and opportunities in this article.

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Perspective is everything. David Brooks of the New York Times puts together this well written Op-Ed which reminds us that despite what we may be told in the headlines, we are at at time when the world is becoming an increasingly better place to live. He argues that, “Instead of sliding into fatalism, it might be a good idea to address our problems without exaggerating our plight.”

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Stronger job growth along with a pickup in consumer and business spending have many economists projecting third-quarter growth to clock in between 3% and 4%. Forecasting firm Macroeconomic Advisers predicts 3.6% annual growth from July through September. If that materializes, the economy will have grown at a pace of at least 3.5% for four of the past five quarters. That hasn’t happened since the late 1990s.

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When it comes to Fixed Income, investors tend to expect low volatility and general certainty regarding their investments. As is the case with the recent rally in the Treasury market, sometimes everyone’s expectations can be wrong. Jim Parker of DFA shares his insights into how to deal with the uncertainty of interest rates.

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FTSE, one of the major index providers has recently dropped Argentina from its Frontier Market index and reclassified Morocco from an Emerging Market to a Frontier Market. The decision to drop Argentina from the Frontier Markets index was prompted by their recent restrictions on foreign investors while in Morocco, liquidity issues have plagued the market, leading to the reclassification to Frontier Market.

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The influential John Maynard Keyes helped shape the principles of investors such as Warren Buffet, John Bogle and Benjamin Graham. A new book explores Keynes’s approach to money management, which includes the mantra “Don’t be fooled by “trends” in the market. Buy when everyone is selling. Hold on until you need to sell.”

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