Taiwan could be the biggest out-of-consensus investment story--along with Japan--as the first decade of the 21st century comes to a close. Last week I reiterated Taiwan as a buy, and now I’m moving it up to No. 4 in the Fresh Money Buys, behind Russia, Hong Kong, and India, respectively. Read More

With summer just around the corner, a lot of investors have started to contemplate the age-old investing adage “sell in May, and go away.” Those who took advantage of the recent rally following the March lows may be tempted to do so. Read More

As first quarter earnings reporting season rolls to an end, we’re seeing plenty of upside for most Silk holdings, and nearly all have recognized the difficult economic environment that’s expected to persist for the rest of the year. Read More

The Japanese market is up 8 percent in the wake of The Economist’s negative cover story on Japan two months ago. It looks as though the longer-term picture for the Japanese economy and stock market is much more positive than most investors perceive. Read More

Investor sentiment has markedly improved in line with the global market rally that commenced in mid-March. In Asia, the regional index is up 15 percent since March’s bottom. Although investors aren’t extremely bearish, they clearly aren’t outright bullish, either. Read More

It’s been sixty years since China and Taiwan held an official meeting of any kind. But last weekend, Taiwan’s vice president-elect Vincent Siew enjoyed first-class treatment on the mainland. Read More

Investor sentiment continues on a downward spiral while the US economy gradually enters a recession and the labor market rolls over. Provided that the financial crisis can be effectively controlled and the repercussions translate into a relatively shallow recession, an equally weak economic recovery can be expected thereafter. Read More