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. Read More
Global Income Weekly
Recovering developed economies are the key to global economic growth this year. Read More
China's economy should be able to grow by 8 to 9 percent this year, especially if developed economies have a decent year. Read More
Although infrastructure was the primary focus of China’s recent stimulus efforts, that bump in spending represents a drop in the bucket over the long haul. The continued migration from rural to urban areas will necessitate massive infrastructure spending over the next two decades. Read More
The number of cars in China has doubled over the past three years to 42 million and is expected to hit around 200 million in the next 10 years. Investors should expect China to import more oil and aggressively drill new oil fields. Read More
The situation in Greece reinforces that markets will punish irresponsible monetary policies and rising sovereign risk. Asia is free of these problems and boasts solid growth prospects. Read More
The recent market correction has brought Asian equities to attractive valuations; investors take advantage of this weakness to add to positions. Read More
The development of the ETF market benefits individual investors because these funds carry lower price tags and allow greater flexibility. The question is which ETFs should you buy? Read More
Although renewable energies have a certain cachet as high-tech solutions to the world's energy problems, they're also impractical in the near term. That augurs well for natural gas. Read More
For now, investors should regard the US dollar’s strength as a counter-rally in a well-established downtrend. Read More