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India the harbinger of a sugar shortage?

"India’s situation isn’t unique. Worldwide, sugar prices have gained 50% in the last 12 months (33% since the beginning of 2008). But the country may be the canary in the coalmine… or in the sugar refinery, as the case may be." — Stephanie Grimmett by Stephanie Grimmett Baltimore — (TFN):  India is importing raw sugar [...]

Commodities Supercycle Boom or Bust?

"The worst rout in the history of commodities may be ending, signaling a replay of the 2006 tumble that preceded a doubling of prices in the next 17 months." — Madelene Pearson, Bloomberg News Blogger’s note: Depending on which camp you belong to, the recent dip in prices either means the commodities supercycle [...]

What to Buy in the BRICs

"China and India are two of the fastest-growing investable economies on the planet, and have been transformed into global leaders in both the manufacturing and service sectors. At the same time, Brazil and Russia each has become a cornucopia of commodities, and are emerging as global leaders in the white-hot global energy sector." — Martin [...]

Inflation Attacks the BRIC

“Inflation is accelerating in the BRIC economies and central banks are responding with tighter monetary policy. While higher interest rates may be the standard remedy to combat inflation, tight money policies usually wind up dealing a death-blow to stock market investors.” — Mike Burnick by Mike Burnick Baltimore – (TFN): Don’t look [...]

Copper Prices Boom Despite U.S. Recession

“It doesn’t matter if the U.S. is in a recession or not because copper demand will continue to grow thanks to emerging economies like China, India and Brazil. Mix this in with sporadic strikes that cut back copper production and you have a clear cut case for higher copper prices in [...]

Dollar Bear: The Fed Can’t Fight Inflation

“In announcing ‘no change’ in rates yesterday, the Fed pretends that its policy is perfectly calibrated to deal with the current economy. In reality however, the Fed is pinned down by a cross fire of inflation and recession.” — John Browne by John Browne Baltimore – (TFN): Cheerleaders will face [...]

How to Profit from the Platinum Shortage

“At the same time supplies are dwindling, demand is taking off. Let’s do the math: Supplies are down 4% and demand is up 8%.” — Sally Limantour by Sally Limantour Baltimore – (TFN): Power shortages, strikes and soaring input costs have killed the production of platinum. At the same time supplies are dwindling, [...]

Emerging Markets: Profiting from Indonesia

“If you were Indonesia, which countries would you rather have as your buddies? A bunch of sleazy, corrupt, idle ‘lottery winners’ such as Nigeria, Venezuela and Angola? Or would you prefer a set of hard-working and diligent neighbors such as Singapore, Malaysia and Thailand?” — Martin Hutchinson by Martin Hutchinson Baltimore – [...]

Is Brazil “Investment Grade” for Individual Investors?

“Standard & Poor’s just boosted the country’s credit rating to ‘investment grade’ in recent weeks, moving its rating from BB+ to BBB-. Why should we care? After all, isn’t Brazilian debt bought mostly by institutional investors? That’s true. But with the increased debt rating, Brazilian shares also should benefit.”– Martin Hutchinson by Martin Hutchinson, Money Morning Baltimore [...]

Emerging Markets: The best is yet to come

“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 [...]

Commodities Trading: Coal power plants don’t die

“There’s something very simple and compelling about the number 1,000. That’s how many coal-fired plants are scheduled to be built in the next five years, many of them in China and India.” — Andrew Gordon by Andrew Gordon Baltimore — (TFN): We love commodities here at Investor’s Daily Edge. My colleague Rusty McDougal lives and breathes [...]

Fed Rate Cut: Feed the world or save the housing market

“Interest rate policy normally only affects the world economy at the margin, but it has now been so expansionary for so long that the Fed’s interest-rate strategy has turned into a moral dilemma of sorts. In short, the central bank’s monetary policy will likely determine whether millions of U.S. homeowners lose their homes or millions [...]

Commodities Trading: Food riots and cash crops

“What has sparked such energy from bureaucrats better known for their plodding nature? Nothing sets a fire under such folks like a good food riot.” — Adam Lass by Adam Lass Baltimore – (TFN): Brick-throwing crowds have been reported in Egypt, Cameroon, Cote d’Ivoire, Senegal and Ethiopia. But these are not [...]

Foreign Investment: Profit from Italy’s election

“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 [...]

Foreign Investment: The showdown for Africa begins

“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 [...]

Russia: The safest emerging market

“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.” — [...]

Crisis Investing: Now is the time to buy these two Pakistan ADRs

"These two Pakistani ADRs still represent good entry points for a rebound of the Karachi stock exchange." — J. Christoph Amberger by J. Christoph Amberger Baltimore — (TFN): After hitting post-assassination lows yesterday, experiencing drops between 9-10% on top of the 4%-plus they had undergone on Wednesday Pakistani ADRs appear to have overcome the primary bearish pressure [...]

Daily Reckoning’s Bill Bonner: Demise of the Dollar and the new economic superpowers

Baltimore — (TFN): Given recent volatility and the prospects of lowered consumer demand from the States, should we continue to invest in China and India? Where is the US economy headed in 2008?  William Bonner, founder of Agora Inc. and bestselling financial author, comments on the demise of the dollar, its effect on other [...]

Kenya in Crisis: A Buying Opportunity?

"Despite the recent riots, Kenya has one of the strongest and most stable governments in sub-Saharan Africa. Granted, that's not saying a whole lot, but government opposition has been almost completely nonviolent until now. And with the relative safety of that stability and the healthy financial base left by British rule, the Kenyan economy has [...]

Crisis Investing: Pakistan ADRs are plummeting

Baltimore — (TFN): Pakistan's Karachi Stock Exchange again closed sharply lower today, for the third sharp drop following the death of opposition leader Benazir Bhutto. The benchmark KSE-100 Index finished the day at 13,353.38, down 313.05 points or 2.3 percent. For the first time since the killing, Pakistani ADRs reflected that downwar pressure in the market: [...]

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