Emerging Markets

  • January 26, 2012

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. Read More

  • December 30, 2011

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. Read More

  • November 28, 2011

Shares of coal mining companies have sold off indiscriminately amid concerns that a global economic downturn will sap demand from Chinese steel producers. But Asian demand remains robust and supports a long-term bull market for coal. Read More

  • June 9, 2011

Conspiracy theories about the Fed’s intentions make for enjoyable reading, but they don’t help investors with the decisions that really matter. Read More

  • March 17, 2011

China's announcement that it has suspended new nuclear power project approvals has rattled the nuclear power industry. Investors should remain calm: Nuclear power is here to stay. Read More