Analysis

Electoral results in Greece temporarily cheered the markets, but the country still faces huge challenges. Meanwhile, the debt woes of other Southern European countries are generating fresh anxieties throughout the Continent. Here’s what level-headed investors should do now. Read More

Ignore the conventional wisdom about China’s grim economic prospects for 2012. As usual, the conventional wisdom is wrong. This economic powerhouse is set to confound its critics and post a solid performance this year. Read More

This underappreciated commodity still wields enormous power in the energy domain. Although out of favor, coal stocks are poised to reclaim their rightful investment throne. Read More

Despite its prolonged outperformance, the technology sector still enjoys substantial growth opportunities in the year ahead. That’s particularly true in emerging markets, where corporations are making long-needed IT investments and a rising middle class is eagerly demanding the latest web-enabled gadgets. Read More

Chronic economic woes in developed countries such as France underscore how the global economy is undergoing a momentous shift in power from West to East. This means that the current weakness in Asian markets is an opportunity to buy into the most powerful investment story of our time. Read More

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

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

  • April 5, 2012

Where Steel Prices Are HeadedBy: Elliott Gue There was no new recession in the US in late 2011 and the European sovereign credit mess did not devolve into a repeat of the 2008-09 financial crisis. An improvement in the outlook for global growth has helped drive a modest… Read More

  • April 3, 2012

Politics continue to play a huge role in the metals market around the world, influencing production and investment plans. Consequently, the risk of investing in commodity stocks has increased, which in turn has improved valuations as share prices decline. This dynamic has generated attractive entry points for top material stocks,… Read More