International Investing
Real Estate Investing: The UK’s subprime collateral damage
Published on February 21, 2008
"It’s refreshing when you get to see an analyst really laying into something. And that’s exactly what Dresdner Kleinwort’s Alastair Stewart did to the housebuilders yesterday." — John Stepek
by John Stepek
Baltimore – (TFN): Strongly expressed opinions are a rarity in analysts’ notes.
Comment is usually hedged and [...]
Fidel Castro: Handing money to the people
Published on February 19, 2008
"The fund soars every time Cuba makes positive headlines. Today is no different. It looks like investors will see a double-digit surge in the tiny fund's valued. " – Andrew Snyder
By Andrew Snyder
Baltimore (TFN) — There will be dancing in the streets. Cuba's communist leader, Fidel Castro, has stepped down from his authoritarian post. It [...]
China Stock Market: ADR report
Published on February 14, 2008
“Don’t suppose GSH will stay at its current low price. The company has high growth expectations in the next few years. And that will have more to do with its stock expectations than its current price does.” – Stephanie Grimmett.
by Stephanie Grimmett
Baltimore – (TFN): “Oh, we’re having a blizzard,” my mother [...]
Gordon Brown is destroying the pound
Published on February 11, 2008
"The pound also plunged against the dollar, despite clear implications that UK interest rates will remain well above those in the US for a long time to come. So what’s going on?" — John Stepek
by John Stepek, MoneyWeek
Baltimore and London (TFN) —It seems the Bank of England just can’t please anyone.
It cut interest rates [...]
Lunar Horoscope for the World Economy: “Don’t worry about 2008,” say Chinese: “Next year will be tops!”
Published on February 10, 2008
"Kenny Lau, head of the small-cap sector at Credit Suisse, said the last three Mouse years had all seen very strong stock market growth in Hong Kong. It grew 232 percent in 1972, 30 percent in 1984 and 18 percent in 1996. But he said high inflation (…) would provide a threat to economic growth [...]
Airline Stocks: Austria’s oil-funded rebound
Published on February 5, 2008
"Austrian Airlines Group may have renewed energy in coming years. The Vienna-based airline is expanding services to the Middle East, and it’s using the region’s own money to do it." — Stephanie Grimmett …
Asian stocks: Asian tigers stumble
Published on February 3, 2008
‘When something goes wrong in the U.S. and that market drops, then everybody else’s market drops as well. And sometimes, that’s justified, and sometimes it’s not. But in Asia, you’ve got some markets like China that… doubled last year.’ – Martin Hutchinson, editor of The Money Map Report
Baltimore – (TFN): The following was taken from [...]
Avoid the credit crisis: Put your money in Germany
Published on January 31, 2008
"To get a correct picture of Germany, don’t listen to what Germans say about their economy. They are consistently negative… To get a more accurate picture, check the economic stats and compare them with stats from other countries." — Antony Mueller
by Antony Mueller, Whiskey and Gunpowder
Baltimore – (TFN): Maybe [...]
Morocco Investments: Land of opportunity?
Published on January 28, 2008
"Morocco has seen an influx of foreign capital recently. Real estate has been growing strongly, as well as services and tourism. In fact, Fox Business News recently voted Morocco as the second-most desirable place to go when the dollar’s falling." — Sara Nunnally
Our friend Sara Nunnally just sent [...]
International Investing: Autos move to India and China
Published on January 27, 2008
‘Cars with cheap labor costs couldn’t be manufactured in the third world for a long time because there were no big domestic markets. But now you’ve got two countries; China with a domestic market of about 8 million vehicles a year, and India, which has something over 2 million vehicles a year. Where there are [...]
Societe Generale didn’t cause Monday’s market crash
Published on January 25, 2008
"The recent carnage in the markets was all down to one man. No, not Alan Greenspan, but Jerome Kerviel, a trader at French bank Societe Generale… It’s an appealing idea… But it’s also a complete fiction." — John Stepek
by John Stepek, Money Week
Baltimore and London – [...]
Can emerging markets survive the U.S. economic collapse?
Published on January 24, 2008
"Now that the markets have gotten whacked, every Tom, Dick and Harry with a press pass is trying to prove his brute bearishness — and the whipping boy of choice is emerging…
Foreign Currency: The yen is sending a buy signal
Published on January 23, 2008
“Why would the yen promise to rise this year? Three reasons: global interest rates, stock market risks and currency volatility.” — Sean Hyman
Sean Hyman, currency director at The Sovereign Society, revealed an interesting trend to his A-Letter readers this week. According to Sean, despite the recent rollercoaster ride of the Tokyo markets, [...]
Emerging Markets: The Drivers Behind Global Growth
Published on January 19, 2008
‘The baton has definitely been passed. The U.S. and Europe only accounted for mid-single digits, about 7 percents each, of the total expansion we saw in 2007. We’ve seen something of a changing in the guard and these emerging nations are really ready to stand on their own.’ – Mike Burnick of Market Shock Trader
Baltimore [...]
Investing in China: For Potential 1,046% Plus Gains
Published on January 18, 2008
“Keith Fitz-Gerald’s The New China Trader’s option recommendations gained 465%. That’s while the Dow made a little over 6%.” – Steve McDonald
Baltimore — (TFN): From this week’s TFN Under the Microscope personal finance video, Tap into China for 1,046% Plus.
This week we are featuring the hottest investment in the world: China.
In the past few years, [...]
Is the UK bear market already here?
Published on January 17, 2008
"It takes quite a while for unemployment figures to tick up, even when an economy is clearly in trouble. In the US, jobless data only started to look worrying towards the end of last year, despite the clear trouble in the housing market and some early forecasts of recession." — John Stepek.
John Stepek of [...]
Investing in India: Tata takes charge
Published on January 14, 2008
“Anyone who dismisses the Tata Group offhand is still living in the dark ages of India as an outsourcing economy. India has come a long way in the last 10 years, and the country is now looking to improve its image and produce global brands on par with those sold by European [...]
Currency Crisis: The British pound is plummeting
Published on January 11, 2008
Blogger's Note: Currency crisis… in Britain? We've been watching the pound sterling take a dive over the last couple of days, not just against the euro, but against the much-maligned dollar. We found the following article on the BBC website. And Gordon Brown is still blaming America for the problems of the UK economy. We [...]
Ireland: Cheap, but no bargain
Published on January 11, 2008
"'No deposit? No problem. Here’s a 100% mortgage,' has been the motto of credit control departments across Ireland for several years now. But that generosity is beginning to bite. The economy is slowing, credit is scarce and amateur tycoons bragging about their property fortunes, an integral [...]
Options Trading: Beat the Wilshire 5000 by 3 to 1
Published on January 10, 2008
“Here’s how The ADR Alert did in 2007: There were 27 closed option positions last year. Of these, 20 were winners. That’s a success ratio of 74%… Beating the Wilshire 5000 index by 3 to 1.”– Steve McDonald
Baltimore — (TFN): From this week’s TFN Under the Microscope personal finance video, “Beat the Wilshire 5000 by [...]
