Dollar Bear: China’s Simple Solution

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Baltimore — (TFN):  As China grapples with the consequences of its devastating earthquake, it is finally confronting the destabilizing forces bubbling up beneath its economic landscape. This week, several key Chinese officials, usually not known for their candor, conspicuously noted the need to both stimulate domestic consumer spending and bring down roaring inflation. While at [...]

Is Brazil “Investment Grade” for Individual Investors?

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“Standard & Poor’s just boosted the country’s credit rating to ‘investment grade’ in recent weeks, moving its rating from BB+ to BBB-. Why should we care? After all, isn’t Brazilian debt bought mostly by institutional investors? That’s true. But with the increased debt rating, Brazilian shares also should benefit.”– Martin Hutchinson by Martin Hutchinson, Money Morning Baltimore [...]

Profit from China: Invest in Japan

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“So why is this move by Japan’s central bank important? That’s easy. We’ve been hearing for years how the Japanese economy is poised for a recovery. And each New Year is supposed to be ‘the’ year - yet it just somehow never seems to happen - at least according to folks who [...]

Investing in China: A new capital gains tax?

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“Will China implement a long-rumored capital gains tax, and risk (another) major sell-off as a result? Only Beijing’s inner circle knows for sure, and that only stokes investor speculation.” — Keith Fitz-Gerald Blogger’s note: Keith Fitz-Gerald has been leading an investment tour through China. And he’s sending his firsthand impressions about the country’s investment [...]

Investing in India: Buy Reliance Communications (RCLMY:OTC)

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by Laura Cadden Baltimore — (TFN): After three years of ever-increasing expansion, India’s gross domestic product growth is expected to slow this year, perhaps as low as eight percent—down from 9.6 percent a year ago. J.P. Morgan expects it to decelerate even further, to 7.5 percent in 2009. Yet financial experts consider India, like China, Brazil [...]

Ctrip.com (CTRP:NASDAQ) hits our stop loss: Bank 15% gains!

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by Laura Cadden Baltimore — (TFN): Ctrip.com was descending fast today… and hit our stop loss. A quick recap of this recommendation: April 4: I told you to buy the Chinese online travel website Ctrip.com (CTRP:NASDAQ) at around $54 and you should see gains of at least 15% by August due to travel for Summer Olympics. May 1: Ctrip [...]

Mitsubishi’s airplane gambit

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“The potential payoff is hefty enough to warrant the risk. Such key global trends as rocketing fuel prices, soaring global travel, fast growth in Asia, Latin America and the Middle East, and ongoing problems with major air carriers across the world are stoking worldwide demand for efficient, economic regional jets.” — William [...]

From Russia with Love: Medvedev means profits

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“Though it’s admittedly unpleasant to say so, there’s a point at which the effects of high oil prices are so great that in the short run they far outweigh one’s distaste for the thuggish Russian regime.” — Martin Hutchinson by Martin Hutchinson Baltimore – (TFN): New Russian President Dmitry Medvedev [...]

Update: Ctrip (CTRP-Nasdaq) to hit $70+

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by Laura Cadden Baltimore — (TFN): On April 4, I predicted that the stock price of Ctrip.com (CTRP:NASDAQ) would go up, “at LEAST 15% by the Summer Olympic’s Opening Ceremonies. (Read the full article here.) The price was around $54 on that day. When Ctrip exceeded our maximum projected target and hit 20% gains on [...]

Foreign Investment: 10 global trends

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“If you do that on a consistent basis, you’ll soon discover that no matter what kind of ‘trick play’ the stock markets throw at you, you’ll be able to sidestep the tackle attempt.” — William Patalon by William Patalon Baltimore – (TFN): There’s an old Wall Street adage that tells us that [...]

Recession-Proof Stocks: Buy Brasil Telecom SA (BTM:NYSE) below $35

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by J. Christoph Ambergere Baltimore — (TFN): This company has one of the best P/E ratios of any North American-traded stock. It has one of the top PEG rates. It pays a dividend of over 4%. And analysts give it a one-year target of $61.50 — an upside of over 80% over its current stock price. I’d [...]

China: The Next Generation

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“Groomed under the Party’s watchful eye, these men and women are beginning the long process of change that will culminate with their installation as leaders in 2012.” — Keith Fitz-Gerald Blogger’s note: Keith Fitz-Gerald has been leading an Oxford Club investment tour through China. And he’s sending back dispatches from his travels. This is [...]

Profit from Oil Prices: Invest in China

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“Here in China, they’re using fuel at an accelerating rate. Part of that is the increasing reliance on fuel oil, but an even bigger catalyst is simply because companies like Chery Automobile, Geely Automobile (0175: Hong Kong), and Chongqing Changan Automobile Co. Ltd., are producing inexpensive, gas-powered cars for the masses.” [...]

Ctrip up over 20%

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by Laura Cadden Baltimore — (TFN): I’m delighted to see that (CTRP:NASDAQ) has been getting a lot of press lately. TheStreet.com and The Motley Fool seem to love this stock as much as I do. Just last week, fool.com listed it as one of the “best investments available to ordinary investors.” (Read their article [...]

Emerging Markets: The best is yet to come

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“Is the bloom finally off the rose? Some say the emerging market countries have great economic growth and fundamentals that are being ignored. Others say their markets are valued almost as high as the U.S. markets.” — Andrew Gordon by Andrew Gordon Baltimore – (TFN): Since 2002, foreign [...]

Foreign Investment: Ford and GM go to China

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“Why U.S. automakers can’t import smartly designed, well-made little cars that get 50 miles per gallon into the United States is absolutely beyond my comprehension. Particularly because they already make those cars.” — Keith Fitz-Gerald Blogger’s note: Keith Fitz-Gerald is leading an investment tour through China right now. And through the magic of [...]

Foreign Investment: Should HBoS follow Royal Bank of Scotland’s lead?

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“That’s a huge amount of money. It’s so large that it’s tough to get a handle on just how much money it is. Let’s just say that if a company with a market capitalization of £12bn was added to the FTSE 100 this morning, it’d slot in somewhere around [...]

Foreign Investment: China is decoupling

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“This place is one big construction site. You cannot turn around without finding scaffolding, piles of materials, construction equipment and the like [no matter where you look] here.” — Keith Fitz-Gerald by Mike Caggeso Baltimore – (TFN): When Asia expert Keith Fitz-Gerald first returned to this country a week ago, he was [...]

Dollar weakness: Strong euro threatens European industry

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Blogger’s Note: The record low exchange rate of the dollar against the euro and yen is seen as a harbinger of doom for the U.S. economy. It should be pointed out, however, that the global, export-driven economy favors two things: Cheap labor. And a cheap currency. Accordingly, European businesses consider the low dollar as a [...]

Foreign Investment: Bank of England solves the UK banking crisis?

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“Mr. King has attached enough conditions to these loans to make the risk to the taxpayer much smaller than it might have been. He’s also helped to make life easier for banks with genuine liquidity problems. Problems with actual solvency are quite another matter however.” — John [...]



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