International Investing

 

China: The Next Generation

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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

1 Star2 Stars3 Stars4 Stars5 Stars (1 votes, average: 4 out of 5)
Loading ... Loading ...
“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%

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
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

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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 [...]

How to profit from the falling pound sterling: Buy put options on FXB

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
by Ian Cooper Baltimore — (TFN): We’ve all heard about the severity of the UK economic situation. But that’s what you get when you’re dealt a severe credit crunch, a crippled housing market, and a cutback in consumer spending. It was November 2007 when the Bank of England’s chief economist warned that the effect of the credit [...]

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

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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 [...]

New Technology: NTT redefines touch screen

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“NTT is working on a 10-megabyte version of Firmo, which will open up many other doors (pun intended) for the system. The faster transmission speed could allow you to use the system to link your personal electronic devices through your person.” — Stephanie Grimmett by Stephanie Grimmett Baltimore – (TFN): You always knew you [...]

Dollar weakness: Strong euro threatens European industry

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
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?

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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 [...]

Foreign Investment: Profit from Italy’s election

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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 [...]

Nine Dragons Paper (Holdings) Ltd. UPDATE: Hold on tight to this Chinese green stock

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
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, [...]

Global Recession: China’s manufacturing base is in crisis

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
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 [...]

Foreign Investment: Is Latin America decoupling?

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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 [...]

Foreign Investment: The showdown for Africa begins

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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 [...]

Foreign Investment: Chinese currency will keep rising

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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 [...]

Foreign Investment: Invest in South Korea’s new gov’t.

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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 [...]

Foreign Investment: A water shortage may destroy China’s economy

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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 [...]

Russia: The safest emerging market

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
Loading ... Loading ...
“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.” — [...]