Home

John Rutledge

Submitted by chinastock on Sun, 04/11/2010 - 22:08
Posted in

Welcome to Rutledge Capital
For 35 years, Dr. John Rutledge has traveled the world advising governments, corporations, pension funds and individual investors on how to create, grow and manage wealth.
We invite you to look around the website to read more about how Dr. Rutledge views the world, see what he thinks about today's issues, and better understand the important economic, financial and political forces that shape our lives and determine the value of our homes and stock portfolios.

Using ETFs to Play China—New Article on Forbes.com

Submitted by chinastock on Sun, 04/11/2010 - 22:09
Posted in

I recently sat down with Wallace Forbes to discuss investing in China and other emerging markets—the interview is now up on Forbes.com. The text of the article follows below:

Using ETFs To Play China

Read more »

John's Twitters for 2010-02-22

Submitted by chinastock on Sun, 04/11/2010 - 22:09
Posted in

Posted by John Rutledge on Monday, February 22, 2010 at 6:59 am  · Filed under Twitter Posts · Tagged with Rutledge, tweets, twitter

You don't Use Interest Rates to Control Cabbage Prices: China February CPI +2.7% will Not Trigger Policy Tightening.

Submitted by chinastock on Sun, 04/11/2010 - 22:09
Posted in

China CPI – February 2010
(The charts below are courtesy of Andy Rothman at CLSA. Andy is by far the most knowledgeable person I know on Chinese inflation issues.)
The worry that rising inflation in China will provoke the government to tighten sharply, which would slow growth and push commodity prices lower is unfounded.
China’s February CPI was up +2.7% from a year earlier after showing deflation for most of 2009. As the chart below shows, however, it’s all food prices. 2.06% of the 2.7% headline number came from food.

Read more »