For now, investors should regard the US dollar’s strength as a counter-rally in a well-established downtrend. Read More

While people worry about Google (NSDQ: GOOG) and investing in China, the country’s trade growth increased in December to 17.7 percent year over year, easily surpassing consensus estimate of 5 percent. Read More

Research Editor Hannah Hsu spent New Year’s in Taiwan. Although we’ve analyzed Taiwan’s investment opportunities in the past, what follows is a glimpse of everyday life in the island. Read More

In fall 1910 six men set forth from New Jersey, bound for Georgia on what turned out to be arguably the most bountiful “hunting trip” in the history of mankind. Read More

I expect global markets to start 2010 on a positive note and generate strong returns in the first quarter. Asia will be the key performer again--not only in terms of stock market strength but also economic resiliency. Read More

I expect that inflation in China will remain comfortably below 3 percent next year. The reason being that the Chinese government also controls the main levers of the Chinese economy, especially bank lending. Read More

I continue to be bullish on names that will benefit from an uptick in private consumption and industries that will be supported by elevated liquidity levels. Read More

As I expect global markets to close out 2009 with a strong finish and begin 2010 with positive momentum, I continue to recommend that investors maintain or add to their exposure to Asian equities. Indonesia is one of my favorite markets in the region. Read More

As I remain bullish on oil’s long-term prospects, this week’s installment of Emerging Market Speculator features energy expert Elliott H. Gue’s take on key developments in the global oil market. Mr. Gue is the editor of The Energy Strategist and MLP Profits. Read More

For now central banks will continue their accommodative monetary policies, as they know that the recovery is fragile and sentiment is not at its best. It would be be premature to shift your whole portfolio to defensive sectors, as these should underperform if markets close the year higher. Read More

Cyclical names should continue to do well, especially in Asia, but investors should consider some defensive plays--I favor consumer staples names with exposure to Asia. Read More

The point to understand here is that the year-long rally in emerging markets isn’t based on the conviction that the global economy is completely out of the woods and that the Anglo-Saxon financial system has resolved all its problems. Read More

If markets have no major hiccups for the rest of October and into early November, expect them to move higher through the first few months of 2010, with November, December and January being the “money months.” Read More

At home it was a "golden week" for China's economy; abroad the Chinese lobbied for a greater say in policy decisions that shape the international economy. Read More

At current levels, energy, telecommunications, financial, industrial, and material companies appear to be the cheapest in Asia. Read More

The end of easy oil remains arguably the most powerful driver in the sector, though the unprecedented drop-off in demand that occurred in the wake of the credit crisis and resultant economic dislocation has obscured this long-term trend. But with the global economy and credit markets now on the mend, this theme should come back with a vengeance over the next few quarters. Read More

The rally in emerging market equities has been broad based, though the Chinese market has led the way. But next year country and stock selection will become increasingly important to the asset allocation process. Expect “sustainable growth” to become next year’s buzz phrase. Read More

The table is set for the US economy to surprise on the upside for the simple reason that expectations are so low. Should this transpire, global markets should easily rise 20 to 30 percent in the next twelve months--even if a correction takes place in the meantime Read More

Chinese policymakers are focused on managing the current boom and, more important, the credit cycle. For this reason, investors should look outside China for the big outperformance--assuming the global economy doesn’t relapse. Read More

If the Democratic Party of Japan wins this weekend's lower house election, the country's economic policies could shift. Here's how to play the change. Read More