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Vale (RIO) cuts off iron ore… and China goes shopping

September 25, 2008 · Filed Under Gold and Resources · Comments 
Vale (RIO) has cancelled its iron ore shipments to China until the country’s steelmakers cough up more dough. But China has other ideas. And Vale may find its products aren’t as vital as it originally thought. by Stephanie Grimmett Baltimore — (TFN):  It’s the "teach a man to fish" theory of steelmaking:  Buy iron [...]

Can you profit from paper stocks?

September 19, 2008 · Filed Under Gold and Resources · Comments 
"Stock prices for paper companies have been erroding for more than a year. But a recent bump upward could mean the mills might rise again." — Stephanie Grimmett by Stephanie Grimmett Baltimore — (TFN): I’m betting this will have tree-huggers (the literal kind, not just any hippy who might be around) screaming for blood:  Did you [...]

China’s new car tax could make luxury carmakers an endangered species

August 18, 2008 · Filed Under International Investing · Comments 
“Wait a minute, they won’t sell me a car because it’s going to be more expensive next month? The logic of the situation eludes me. But there you have it.” — Stephanie Grimmett by Stephanie Grimmett Baltimore — (TFN):  Only in China would a car salesman refuse to sell you a big fancy foreign car. China is increasing [...]

Buy CDEL (DL) to Profit from Online Education

August 1, 2008 · Filed Under International Investing · Comments 
“CDEL (DL:NYSE) just listed in the U.S. on Wednesday, and it’s beginning to look overseas for new customers. The company started offering online Chinese classes to English-language speakers. It’s a tiny program at this point, but it has the potential to grow.” — Stephanie Grimmett by Stephanie Grimmett Baltimore — (TFN): I should learn Chinese. Not a [...]

China: The Next Generation

May 5, 2008 · Filed Under International Investing · Comments 
“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 [...]

Commodities Trading: Why so many Chinese in Toronto?

March 12, 2008 · Filed Under Gold and Resources · Comments 
“They were all taking it very seriously indeed – hanging on to the every word of every speaker and scribbling away in their notebooks. So what were the noteworthy remarks the Chinese were jotting down?” — Dominic Frisby by Dominic Frisby Baltimore and London – (TFN):  I’ve just come back [...]