Emerging Markets

Chinese Real Estate: How to Enjoy the Year-End Rally

Chinese real estate will be among the top winners once the market realizes that authorities won’t kill the Middle Kingdom’s housing boom and that the global economy is healthier than most believe.

China's Economy: Buy Now for Long-Term Outperformance

China’s economy has slowed, by design, according to Premier Wen Jiabao. Out-of-favor Europe is also home to opportunity.

Profit from International Banking

Although most Western banks have stagnated in the wake of the credit crisis, banks in developing markets are well capitalized and eager to take advantage in the wake of the financial crisis.

Enjoy the Summer: Stocks Will Rally into Year's End

China isn't going to dump its Treasury holdings, now or anytime soon. The Middle Kingdom's health is tied to the well-being of the US.

Deflation Fears

The world’s developed economies are staring down an enemy identified here long ago. We’ve also identified the best ways for investors to protect their portfolios from this outcome.

China Revalues Its Currency

The move generated a bevy of headlines, but the renminbi’s revaluation is essentially a side-show. But it’s not in US politicians’ interest to tell the truth about long-term global economic trends.

No Double Dip

The biggest fear investors have regarding the direction of the market, is the potential of a double-dip style recession in the US and the global economy. This is a fashionable view to hold these days, and can also be supported by parts of the economic data.

Goin' Nuclear...Again

In the Global ETF Profits  advisory that I co-edit with Benjamin Shepherd, we have exposure to the sector through the best available ETF. Here are Ben’s macro thoughts on nuclear power, as well as a recommendation.

Emerging Economies: Still Gaining Ground

There's a fundamental shift in economic growth leadership in the world economy. This shift is from the West to the East, and although the process will not be a smooth one, it's irreversible. Consequently, the new, rising economic powers will challenge US supremacy, and although the US (and Europe) will remain a very important player in the global economic stage, it will gradually lose its status as an economic hegemon.

China Still Holds All Cards

All that was needed was a false rumor to be spread by the Financial Times yesterday, to send the market down with a vengeance. The rumor had to do with the favorite past time of the British financial press, bashing the Eurozone.

Fear Rules Markets

Fear not, the global market selloff is a correction in the context of a cyclical bull market.

Stay Long and Hedged

In the long term, the European Union’s latest emergency package will be a significant turn in the future of Europe’s further economic and political integration.

Is the Rally Over?

The Asian markets peaked on 15 April and since then they're down around 6 percent. There are a lot of reasons for this, the most important of which is profit taking.

The Renmimbi (and China) Get Some Respect

The gradual approach toward an RMB revaluation isn't surprising; this is standard Chinese operating procedure for everything that effects the economy. But it makes sense from a practical point of view too. For starters, it even the beginnings of a revaluation will be enough to deter the US from imposing import tariffs. A relative small appreciation will also allow more room for inflation control.

Chinese Oil Acquisitions

ConocoPhilips’ (NYSE: COP) announcement that it’s agreed to sell its 9.03 percent stake in the Syncrude oil sands project is intriguing for several reasons. Primarily, the deal is a reminder of the long-term strategic value of Canada’s oil sands. But the key point for income investors is that one of the affected parties is now in better position to sustain--even grow--its distribution.

BRIC Nations Flex Muscles At Summit

Here is a brief look at each of the BRIC nations, and where they are today. In my paid product Silk Road Investor I drill deeper into each of the countries and regions to bring you the BRIC stocks that are profiting from all the global and economic attention.

The Domestic Demand Side of China

China’s GDP grew a massive 11.9 percent in the first quarter of 2010. A major contributor to that rapid growth was the nation’s huge stimulus program, that was dispersed much more quickly the US version. What's more, the monies stayed in China, boosting Chinese businesses.

Protectionism and China's Currency Conundrum

Paul Krugman and Western politicians continue to raise hackles about China's currency valuation, but don't expect  the Middle Kingdom to bow to the pressure.

India's Central Bank Hikes Interest Rates

Although the Reserve Bank of India (RBI) raised the reverse repo and repo rates by 25 basis points, India remains one of my favorite emerging markets.

The Big Boys Are Back in Town

Recovering developed economies are the key to global economic growth this year.

Investment News and Alerts

Top 5 Free Reports

Follow Us On...

Investing Topics

Investing Experts

Email Updates