Templeton Asset Management’s Mark Mobius says the European debt crisis isn’t as bad as many believe, and he expects it to be resolved in mid-2012. “The European crisis isn’t as…
Tag: Europe
Paulson On How To Fix Europe
John Paulson, the hedge fund manager who made a killing by shorting U.S. real estate before the bubble burst a few years ago, says the European Central Bank needs to…
Doll: Political Will Needed to Fix European Situation
Blackrock’s Bob Doll says that he thinks Europe is already in a recession, and that solving the continent’s debt crisis is not a matter of economics but instead one of…
Biggs Turns Bearish, Citing "Pathetic" Supercommittee Effort
Hedge fund guru Barton Biggs has turned bearish, saying he thinks the odds of a recession in the first half of 2012 have increased to about 60%-70%, and that the…
Winters On How To Tap Into EM Growth, And Limit European Risk
Top fund manager David Winters says he’s finding value in Western companies with exposure to emerging markets, the type of companies that have helped his Wintergreen fund produce strong returns…
Fisher: Buy on Fear
Kenneth Fisher says that fears of a eurozone collapse and a double-dip recession in the U.S. continue to be overblown, and thinks stocks are positioned well heading into 2012. “Sentiment…
Doll Thinks "Period of Greatest Risk" Has Passed
Blackrock’s Bob Doll says that it looks like odds of the European debt crisis being resolved are increasing, and that the danger to the stock market is abating. “The debt…
Look Beyond Europe News, Sonders Says
Charles Schwab’s Liz Ann Sonders — whose calls on the start and end of the “Great Recession” proved quite accurate — warns against hyperfocusing on Greece’s debt problems. “Even the…
Biggs: "Rally Going to Continue for a While"
Hedge fund guru Barton Biggs, who had been reducing equity exposure late in the summer months, has recently reversed course and has continued to up his exposure since the announcement…
De Vaulx Likes Japanese & European Firms
Top value investor Charles de Vaulx is high on Japanese stocks and stocks of European companies with global exposure. De Vaulx tells Bloomberg that there are a lot of strong…