Analysis

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  • July 19, 2012

This well-managed bank is a direct play on rising domestic demand in India. The stock is ready to take off, as the country’s market sets the stage for a rally in the second half of the year. Read More

  • July 5, 2012

Growing demand this year from China and rising copper prices should boost this leading metals producer. Read More

  • June 28, 2012

Many investors are shunning the banking sector. However, this bank can produce solid growth rates while offering exposure to the right economies. Read More

  • June 21, 2012

“Blue” investing is getting more attention, especially in countries such as China where water demand is growing but infrastructure lags. Read More

  • June 14, 2012

Ignore the doomsayers about the Middle Kingdom. Even as China wrestles with serious problems that are both domestic and global in scope, its economy remains on track for respectable growth this year. Read More

  • May 17, 2012

Despite its current woes, LG Display enjoys many long-term advantages. Now trading at bargain levels, this battered stock is poised for a comeback and remains a good long-term play on the booming display market. Read More

  • April 12, 2012

China’s imports are suffering as the country’s domestic economy slows, but fears over Chinese stocks are overblown. After months of weak overseas demand, China’s exports finally seem to be recovering—and the economy’s expected growth rate this year of roughly 8 percent is nothing to sneer at. Read More

  • July 15, 2010

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. Read More

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. Read More

  • March 11, 2010

China's economy should be able to grow by 8 to 9 percent this year, especially if developed economies have a decent year. Read More

  • March 4, 2010

Although infrastructure was the primary focus of China’s recent stimulus efforts, that bump in spending represents a drop in the bucket over the long haul. The continued migration from rural to urban areas will necessitate massive infrastructure spending over the next two decades. Read More

  • February 11, 2010

The recent market correction has brought Asian equities to attractive valuations; investors take advantage of this weakness to add to positions. Read More

  • February 4, 2010

The development of the ETF market benefits individual investors because these funds carry lower price tags and allow greater flexibility. The question is which ETFs should you buy? Read More

  • January 28, 2010

Although renewable energies have a certain cachet as high-tech solutions to the world's energy problems, they're also impractical in the near term. That augurs well for natural gas. Read More