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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 willpower. [...]

Japan’s retail champ: Buy Fast Retailing (FRCOF)

September 22, 2008 · Filed Under International Investing · Comments 
Japan’s Fast Retailing (Pink Sheets:FRCOF) is sitting on $1.4 billion, waiting to find the perfect buyout candidate to come along. In the meantime, it’s expanding its Uniqlo clothing stores into India, Russia and Singapore. by Stephanie Grimmett Baltimore — (TFN): While the rest of the retail world is whimpering, writhing and contracting in pain, Fast Retailing [...]

Emerging Markets: Profiting from Indonesia

May 30, 2008 · Filed Under International Investing · Comments 
“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 – [...]

Foreign Investing: Is Singapore the new Switzerland?

April 10, 2008 · Filed Under International Investing · Comments 
“The city of Singapore was not built up gradually, the way most cities are, by a natural deposit of commerce on the banks of some river or at a traditional confluence of trade routes. It was simply invented one morning early in the nineteenth century by a man looking at a map. [...]

Global Perspective: Foreign Investors Slip in Through Backdoor

December 26, 2007 · Filed Under US Stocks and Markets · Comments 
"No longer can these oil rich countries sit on the sidelines and watch their revenues, which are denominated in the collapsing dollar, depreciate. At the same time, they cannot afford to allow the U.S. economy to keel over into free-fall – making such investment deals all the more attractive. " — Stephen Oakes .   by Stephen [...]