This undervalued miner is a smart bet on a resurgent global economy. Read More

In terms of stock market performance, the first quarter of 2013 was probably one of the calmest in recent memory. The threat of Cyprus going bankrupt was dispensed with quickly, and the market ascended to new highs. It seems a “new normal” is now in place: Bailouts and government stimulus programs have become a fact of life. So barring some horrific systemic blowups, you take the good with the bad and move on.   Read More

The gist of Congress’ lastminute deal on taxes Fund managers change jobs just like everyone else. Still, losing the person you’ve trusted with your money can be costly, as well as traumatic. So, what should you do when your fund manager moves on? Read More

This is a pretty picked-over market, and a fairly expensive one, that’s being driven by relatively low-quality earnings growth. So it’s been tougher, but there are always opportunities out there, especially since our focus is on individual stocks. In the first quarter, for example, we were finding value in several midcap companies, primarily in the consumer discretionary space. The undervalued favorites of a dividend The undervalued favorites of a dividend devotee Read More

The global economic downturn hit heavy-equipment makers really hard. But now most of them are back on their feet and going strong. We especially like this firm, whose recovery is likely to be more robust than most of its peers. Read More

India’s economy, the fourth largest in the world, is expected to grow 6 percent year. But the Indian equity market has stalled. The Bombay Stock Exchange’s SENSEX Index is flat for the past 12 months, and was recently priced at 15.5 times earnings. This is a discount to most emerging markets as well as its long-term average of 17.6. The lack of enthusiasm has a lot to do with the Indian government’s new austerity program, geared to bring the fiscal deficit to less than 5 percent of gross domestic product (GDP). Through 2014, government spending is expected to drop nearly 20 percent, as subsidies for essentials such as cooking oil, sugar, kerosene and fertilizer are slashed or eliminated. Read More

Often overshadowed by the American juggernaut to its north, this emerging nation doesn’t always get the attention from investors that it deserves. Read More

In a bid to counter Western influence, the BRICS nations are starting their own lending institutions for economic development. Here’s what it means for investors. Read More

Colombia’s emergence as a major regional player is reflected by the strength of its oil and banking sectors. Read More

Latin America is nobody’s parochial “backyard” anymore, as exemplified by this up-and-coming nation. Read More