I have a real conundrum at present. I happen to think that the credit markets are smarter than the equity markets. Those who trade bonds in size happen to be professionals (more so than those that trade stocks). And right now they are sending an enormously conflicting signal -- junk bonds are at new 52-week highs while two-year note yields are a hair above all-time lows. This makes no sense. Continue Reading »
In this uncertain environment, we have BRIC markets rallying off the May 21 bottom and completely ignoring the problems in the developed world. Is it possible that emerging markets have finally decoupled?
As a matter of strategy, I believe that BRIC markets are sounder long-term investments than any developed... Continue Reading »
It's no secret that the population in the developed world is generally on the decline, while the population in most emerging markets is increasing. Demographic changes drive long-term economic growth.
This is one reason why Asia is such a compelling investment destination -- the region's consumers have hit critical... Continue Reading »
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China will continue to reap the benefits of a favorable demographic dividend, especially in the coming decade due to the Chinese 'baby boom' that doubled the number of Chinese between 1950 and 1980. Continue Reading »
A stronger yuan will give Chinese consumers greater purchasing power thereby stimulating domestic spending in China. This will give way to Chuppies becoming the world's biggest spenders by the end of the decade--triggering three important trends. Continue Reading »
One of the great ongoing trends in China today is the transformation of the country from the 'factory of the world' to the 'market of the world.' Continue Reading »
China truly took advantage of the global economic slowdown -- the nation locked in deals to secure vast amounts of natural resources around the world, practically without any competition. Continue Reading »
China is growing quickly and will soon overtake Japan as the second largest economy in the world. In fact, China's share of global GDP should surpass 20% by 2025, double current levels. Continue Reading »
China's economic strength is spilling over to China's neighbors and benefiting nations around the world. As a result, we have found select opportunities in many countries around the world. Continue Reading »
We're officially in the second decade of the 21st century, but that doesn't mean our investment opportunities have changed. China is on the verge of becoming the second-largest economy in the world and a new economic superpower. Continue Reading »
What does the labor unrest in China, along with the de-pegged yuan, mean for foreign companies operating in China?
The labor unrest is pushing labor cost higher in China, and when combined with a rising yuan, will hurt exporters -- both domestic and foreign.... Continue Reading »
Your guide to explosive, wealth-making profits from the fastest-growing economies in the world.
| Russia RTSI Index |
1507.90 | +32.14 | +2.18% |
| Shanghai Composite |
2648.12 | +14.45 | +0.38% |
| Hong Kong Hang Seng |
21093.82 | +2.64 | +0.01% |
| India BSE Sensex |
17992.00 | +34.63 | +0.19% |
| Japan Nikkei 225 |
9696.02 | -57.25 | -0.59% |
| Brazil Bovespa |
66808.00 | +134.00 | +0.20% |
| Australia S&P/ASX200 |
4528.60 | +0.00 | +0.00% |
You have personal knowledge of the country and the companies that you cover. You are one of the very few newsletter authors that actually visit the companies that you recommend. Thanks!
— Gerald Hansen
La Mesa, CA
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