India’s equity market has been in rally mode since the start of the year, with even the traditionally defensive pharmaceutical sector participating in the market’s rise. Now our favorite Indian pharma play is poised for further gains.
The US economy may have emerged from the Great Recession, but it’s unlikely to produce the heady growth of decades past. The massive wave of Baby Boomer retirements and the inexorable growth of government have created a new economic reality.
Taiwanese equities have lagged the rally in the global market so far this year, but their traditional strength during the first quarter could mean that they’re poised to outperform. In particular, Taiwan’s technology sector offers undervalued names with solid growth prospects.
Emerging market equities offer superior fundamentals relative to their developed-world counterparts. Even better, they still trade at compelling valuations.
Fertilizer stocks are our favorite way to play the agricultural sector. And there’s one company that dominates the market for a key fertilizer.
Emerging market equities have outperformed their developed-market peers so far this year. But these stocks still trade at attractive valuations for opportunistic investors who are late to the rally.
Taiwan’s recent elections are yet another sign of improving relations between the island nation and mainland China.
Emerging-market consumers will see their wages rise in 2012. That means more profits for companies that cater to their needs.
Economists are scrambling to adjust their bearish predictions for China’s growth. It’s time to recognize the Middle Kingdom for its contribution to the global economy.
The death of North Korean dictator Kim Jong-Il is a historic moment for the Korean peninsula. However, fears of a confrontation are overblown and investors should buy the South Korean market on any pullbacks.
