Tag: vietnam

 

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. [...]

History and the Withdrawal from Iraq

Published on July 1, 2008

Obama and his Democrats eagerly promise the fastest withdrawal from Iraq. If history is any guide, the human cost of the American peace movement may be enormous. Just like it was in Vietnam…
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The Next China: Vietnam is set to grow

Published on June 30, 2008

As Caravan capitalism seeks the lowest production cost, multinational companies are leaving China for Vietnam.

The Best New Frontier Index

Published on June 13, 2008

“They are individually too small for institutions to invest in, but cobble them together in a new index that allows you to buy and sell the basket and… well, then you have something.” — Chris Mayer
by Chris Mayer
Baltimore – (TFN): When the stock market turns ugly, the quest [...]

Commodities Trading: Not-so-free rice

Published on May 1, 2008

“On April 1, 2008, I landed in the second-largest rice-exporting nation in the world. This wasn’t always the case, though.” — Sara Nunnally
by Sara Nunnally
Baltimore – (TFN): Vietnam’s rice industry came out of nowhere. The Economist has a neat article titled, “From Basket Case to Rice Basket” that you [...]

The Next Asian Tiger: How you can profit from Vietnam’s economic miracle

Published on January 11, 2008

A Today’s Financial News Research Report:
‘In the global economy, cheap labor is your most valuable asset. With wages a third lower and industrial land cheaper than in China; Vietnam is more open to foreign companies who want to lease land and build their own factories; and the median age of country’s 90 million citizens is [...]

Emerging Markets: Investing in Vietnam

Published on December 10, 2007

"Vietnam is just bubbling with young, willing workers, who've gotten a small taste of the good life with the first wave of Western companies pouring funds into the country. And now they want more." — Stephanie Grimmett 
by Stephanie Grimmett
Baltimore — (TFN) Don't take this as an ad for Vietnam, but it is. I've been pushing [...]