Research and Development – Who are the Global Leaders?
Following on from my recent blog about “Is Manufacturing Coming Back to the US?” one of Morgan Stanley’s Investment guys, Ruchir Sharma, (Managing Director and the head of the Emerging Markets Equity team) has a book out called ‘Breakout Nations’ and in it he says: “Every Investment idea is right for a while” He was […]
Is Manufacturing Coming Back to the US?
Manufacturing Exports up over past 18 months for USA. Douglas Burtnick of Aberdeen Asset Management was heard on NBR recently talking about how the US export story is really interesting, and often overlooked by those not focused on the manufacturing industry. He said… “Companies are seeing external demand for anything from machinery, to electronics, to […]