Blog > Archive by tag 'asia'

Tag: asia

 

Recession Investing: Severstal (SVJTF) is crazy

Published on October 9, 2008

Russia’s largest steelmaker, Severstal (SVJTF) is planning a major Asian expansion at the worst of all possible times. But with the Russian economy in shambles and demand for commodities collapsing, the company can’t be serious.
by Stephanie Grimmett
Baltimore — (TFN): When in doubt, ignore the commodities crash and push your expansion through with sheer willpower. [...]

Posted by Stephanie Grimmett · Filed Under Gold and Resources | Leave a Comment 

Asia invades Wall Street: Why Japan’s buying spree means there’s opportunity for investors

Published on September 24, 2008

Japan is buying every American financial asset it can get its hands on. It is doing it at a great discount, creating a fierce international competitor. Investors need to keep their eyes on Asian bankers like Nomura Holdings (NYSE:NMR) and Mitsubishi Financial (NYSE:MTU).
By Andrew Snyder
Baltimore – (TFN): Instead of crawling out of bed this morning [...]

Posted by Andrew Snyder · Filed Under International Investing | Comments Off 

Buy Little Sheep (0968) Below HK$2.88

Published on June 17, 2008

“With the IPO market in Asia just as lackluster as it’s been in the U.S. this year, investors were as pleased as punch that any company as healthy and growth-oriented as Little Sheep was going public. It was a small IPO, but it was enough to get the fellas in Hong Kong excited.” — Stephanie [...]

Posted by Stephanie Grimmett · Filed Under International Investing | Leave a Comment 

International News: Japan and China join financial forces

Published on May 27, 2008

“Like so many things in Asia, mainstream journalists completely missed the subtleties and, not surprisingly, that’s where the real story usually is. But you’ve got to know how to read between the lines to get at the ‘real’ meaning of what was said.” — Keith Fitz-Gerald
by Keith Fitz-Gerald
Baltimore [...]

Posted by Keith Fitz-Gerald · Filed Under International Investing | Leave a Comment 

Mitsubishi’s airplane gambit

Published on May 12, 2008

“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 [...]

Posted by William Patalon · Filed Under International Investing | Leave a Comment 

Foreign Investment: China is decoupling

Published on April 25, 2008

“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 [...]

Posted by TFN-International · Filed Under International Investing | Leave a Comment 

Investing in Uranium: Nuclear energy going cheap

Published on April 24, 2008

“People have been calling the bottom in uranium for some six months or more now, and they’ve all been wrong.” — Dominic Frisby
by Dominic Frisby
Baltimore – (TFN): If there’s one area of the commodities markets that’s looking extremely cheap right now, I would say it’s uranium. Or rather [...]

Posted by Dominic Frisby · Filed Under Gold and Resources | Leave a Comment