Even after its solid performance so far this year, the Japanese market remains one of the world’s cheapest. The expectations bar has been set relatively low for Japanese corporate earnings growth; a pick-up in the global economy this year should boost these well-positioned plays in the country's retailing and real estate sectors. Read More
Feature Article
Mining companies that manage their capital to consistently grow production and reserves, while controlling costs, always finish the cycle on higher ground, raising shareholder value. Read More
Investors should substantially increase their positions in Asia, as this still-robust region continues to prove resistant to the economic woes plaguing the indebted developed world. Read More
The telecommunications, financial and commodity sectors of the Indonesian stock market are fired up for growth, but they’re still trading at reasonable valuations. This issue, we’re adding an ETF to the model portfolio that gives individual investors access to this country’s major economic players. Read More
Vibrant, long-term opportunities underpinned our Model Portfolio’s solid performance in the first quarter of 2012. Read More
The recent gains of steel producing stocks could be a prelude to a rally in this sector. Now’s the time to consider the stocks of well-positioned steel producers, as demand for this crucial alloy picks up. We look at one Korean-based maker of high-quality steel whose prospects are particularly strong. Read More
Improving economic conditions in this country will boost this promising bank stock. Read More
Despite the market’s impressive rally, we believe it has further room to run. In particular, foreign and emerging market stocks could gain an additional 10 percent from current levels. Read More
Most Asian markets suffer during periods of rising oil prices because they are largely dependent upon foreign sources of oil. But there is one Asian nation whose relative energy independence allows it to weather energy inflation. Read More
Mining’s unique operating challenges are driving industry consolidation. But even as successful mining companies continually expand their scale to meet demand, they assume more operating, financial and political risk along the way. Read More