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Recession Investing: Severstal (SVJTF) is crazy

October 9, 2008 · Filed Under Gold and Resources · Comments 
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 [...]

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

September 24, 2008 · Filed Under International Investing · Comments 
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 [...]

Buy Little Sheep (0968) Below HK$2.88

June 17, 2008 · Filed Under International Investing · Comments 
“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 [...]

International News: Japan and China join financial forces

May 27, 2008 · Filed Under International Investing · Comments 
“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 [...]

Mitsubishi’s airplane gambit

May 12, 2008 · Filed Under International Investing · Comments 
“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 [...]

Foreign Investment: China is decoupling

April 25, 2008 · Filed Under International Investing · Comments 
“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 [...]

Investing in Uranium: Nuclear energy going cheap

April 24, 2008 · Filed Under Gold and Resources · Comments 
“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 [...]