Despite the economic fallout from the Fukushima disaster, the nuclear renaissance continues to unfold. Here's how investors can profit. Read More
Analysis
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Clear FilterThe pessimism surrounding China’s recent slowdown is unwarranted. This year, the world’s second-largest economy is gearing up for its second act. Read More
In this time of uncertainty, investors can play both offense and defense by maintaining a position in Malaysia. Read More
Although long-term total returns are the goal of our Model Portfolio, the half-year point presents a timely opportunity to assess its performance. Read More
Despite slowing global growth and heightened worries about the euro zone, stimulus spending in top metals consumer China should be sufficient to lift its economy and boost demand for copper. These undervalued copper producers are poised to benefit from rising prices for the red metal. Read More
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
The prospect of severe water shortages is compelling China's government to massively invest in water-related industries. Here’s the best way to profit from this long-term trend. 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
Mining companies that manage their capital to consistently grow production and reserves, while controlling costs, always finish the cycle on higher ground, raising shareholder value. Read More
Telkom Indonesia (NYSE: TLK): Going for Growth in Market with Fourth-Largest Population in the World
The Asian telecommunications sector is a top performer in terms of dividend yield, earnings per share growth and return on equity ratios. Asian telecoms offer solid growth and sustainable dividends, providing investors refuge from economic worries and market volatility. PT Telekomunikasi Indonesia, or Telkom Indonesia (NYSE: TLK) is one of… 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
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
Malaysia traditionally has been viewed as a backward economy with a very defensive market. As a general rule, the Malaysian market tends to perform best relative to other Asian markets during periods of higher oil prices. That’s because Malaysia is a net exporter of oil. However, Malaysia has underperformed other… Read More
Vibrant, long-term opportunities underpinned our Model Portfolio’s solid performance in the first quarter of 2012. Read More
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