Blog > Archive by category 'International Investing'

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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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“All this would make you think Italy was a basket case, except for one fact.” — Martin Hutchinson
by Martin Hutchinson
Baltimore – (TFN): Italian elections have traditionally been confusing, with one weak center-left coalition government replacing another. But the election held on April 13-14 was unusual for Italy, as it produced a [...]

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Back on February 21, 2008, I recommended a buy on Nine Dragons (Holdings) Ltd. below $1.90: http://www.todaysfinancialnews.com/hot-stock-pick-of-the-week/green-stocks-2/
Well, below $1.90 it certainly is now.
The stock took a nosedive in mid-March when an aggressive capital expenditure program partnered with escalating raw material costs and supply risk hit the company hard.
To offset the losses, [...]

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by J. Christoph Amberger
Baltimore — (TFN): If you follow the financial media, especially the output of dollar-phobe analysts, you might think that “Pork problems perturbing Peking” are the worst concern China is dealing with right now. But rising prices for moo-shoo pork due to increasing middle class appetites and upticks in inflation may be the [...]

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“When the United States, the leading importer of Latin American goods, struggled through a recession in 2002, six of Latin America’s most prominent currencies dropped by 20% or more. But the story for 2008 has been very different.” — Jason Simpkins
by Jason Simpkins
Baltimore – (TFN): Concerns about the U.S. economic slowdown [...]

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“Africa is malnourished, politically impotent, overrun with disease, and teeming with warlords, so it’s no surprise the typical life expectancy is 20%-30% below the global average. Despite such a daunting outlook, Africa will be the most hotly contested battleground for the two of the world’s most influential powers over [...]

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“Parabolic rises in food and energy prices have China’s inflation rate at a 12-year high. This underlines the currency’s importance for Beijing in curbing inflation and discouraging marginally priced exports.” — Sally Limantour
by Sally Limantour
Baltimore – (TFN): China’s currency, the renminbi (RMB), has risen over 4% this year. This [...]

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“Every now and then, however, an election brings a change that is truly significant, either politically or economically. In Korea, this election has brought significant positive economic change.” — Martin Hutchinson
by Martin Hutchinson
Baltimore – (TFN): Amid all the gloom investors are feeling right now, South Korea has produced some sunny [...]

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“With an economy that’s advancing at an average annual clip of better than 11%, $1.7 trillion in currency reserves, and an emerging middle class that will soon be the world’s largest, China represents the future to globally focused investors and businesses alike. But there’s always been a concern about just how [...]

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“Although they’ve had an incredible run, we have to remember there’s a reason we still call them emerging markets. With that status comes a significant amount of risk. I don’t care what’s happened over the past five years; I care what’s going to happen over the next two.” — [...]

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Blogger’s Note: Japanese stocks keep getting battered by news of declining earnings due to sagging demand for Japanese exports. Our recent TFN interview with Martin Hutchinson about his outlook for the Japanese market opened up the possibility that we’re approaching an excellent buying opportunity. So far, however, Japanese stock prices keep falling. Read today’s full [...]

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‘The U.S had 0.6% growth in the last quarter and 1% population growth. In my book, that’s a recession. Now Japan is running at about three-and-a-half percent at the moment and they’ve got no population growth so that is a real three-and-a-half percent. So overall, the Japanese are really pretty solid.’ — Martin Hutchinson, editor [...]

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“The city of Singapore was not built up gradually, the way most cities are, by a natural deposit of commerce on the banks of some river or at a traditional confluence of trade routes. It was simply invented one morning early in the nineteenth century by a man looking at a map. [...]

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“If you think happy days are here again, the Swissie probably isn’t the place to be. If you think we’re in for more turmoil, however, then the Swiss franc is a strong bet.” — Justice Litle
by Justice Litle
Baltimore – (TFN): Switzerland has long been known as a safe haven in times [...]

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“The range of euro bonds is quite wide, though they are all an expression of the same currency. The most expensive euro bond is the German, which yields 3.96 percent; the cheapest is the Greek, which yields 4.46 percent.” — Lord William Rees-Mogg
by Lord William Rees-Mogg
Baltimore – [...]

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‘Australia benefits from minerals, energy and agriculture. Those three trends have been on fire and will continue to be for years to come.’ — Horacio Marquez
by Horacio Marquez
Baltimore — (TFN): The following was taken from Money Morning on TFN. Watch this video.
Today I want to discuss Australia. Australia is [...]

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“Russia is a developing economy building airports, rail lines and other vital infrastructure. In contrast, the United States relies heavily on cash-strapped consumers to squeeze growth from its service-dominated economy. Without real assets and increased production from those assets, U.S. growth potential can’t compare to Russia’s.” — [...]

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"The Asia Tigers economies are expanding at rates we can’t even begin to comprehend in the developed countries. And tiny Vietnam is now a hotter manufacturing locale than China. In fact, Intel has invested a billion dollars in one industrial area near Ho Chi Minh City in Viet Nam. That’s more [...]

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“If there is one emblem of Dubai’s fast growth, it’s the Burj, whose completed height of 2,684 feet is a symbol of the emirate’s transformation into the Middle East’s financial and tourism hub.” — Mike Caggeso
by Mike Caggeso, Money Morning
Baltimore – (TFN): When flocks of tourists gaze from the top [...]

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“Taiwan is much richer than China – its per capita Gross Domestic Product is $29,800 (calculated on a purchasing power parity basis), which is closer to the levels prevailing in Western Europe rather than China’s per capita GDP of $5,300.” — Martin Hutchinson
Blogger’s note: Taiwan is more stable, richer and [...]