Emerging Markets

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

no@spam.com (Yiannis G. Mostrous)

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

no@spam.com (Yiannis G. Mostrous)

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

no@spam.com (Yiannis G. Mostrous)

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

no@spam.com (Yiannis G. Mostrous)

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

no@spam.com (Yiannis G. Mostrous)

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

no@spam.com (Yiannis G. Mostrous)

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

no@spam.com (Yiannis G. Mostrous)

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

no@spam.com (Benjamin Shepherd)

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

no@spam.com (Yiannis G. Mostrous)

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

no@spam.com (Yiannis G. Mostrous)

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.