In today's issue we discuss the real Brazil and small-cap performance. We also take a closer look at Brazilian banks and why their earnings have grown presenting a great long-term investment opportunity. We will also discuss why investing like Warren Buffet could lead to dead money, and the future of China investing–specifically why investing in state-owned enterprises in China may be a thing of the past. Let's take a closer look. Continue Reading »
Since China is the biggest consumer of many dry bulk commodities and it just surpassed the U.S. as the world's largest energy consumer in 2009, more and more commodity demand, prices and shipping rates will be set by the mainland. The Chinese central bank has been tightening aggressively since April,... Continue Reading »
Although Chanos' record is impressive -- brilliant bottom-up investing (which is what he is famous for) does not necessarily translate in brilliant top-down macro trades (which is what he is trying to do with China). In fact, the action in Chinese H-shares certainly does not suggest the doom that he... 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 »
Can you explain 'guanxi?' And, do any of your Chinese companies rely on it?
Guanxi is the Chinese term for "relationships and connections," and is an important element of doing business in China. However, it is less important today... Continue Reading »
Your guide to explosive, wealth-making profits from the fastest-growing economies in the world.
| Russia RTSI Index |
1453.87 | -17.19 | -1.17% |
| Shanghai Composite |
2698.36 | +2.11 | -0.83% |
| Hong Kong Hang Seng |
21401.79 | +46.02 | +0.22% |
| India BSE Sensex |
18645.06 | +85.01 | +0.46% |
| Japan Nikkei 225 |
9226.00 | -75.32 | -0.81% |
| Brazil Bovespa |
66747.00 | +69.00 | +0.10% |
| Australia S&P/ASX200 |
4572.50 | -2.30 | -0.05% |
After investing in many of your recommendations the moment your newsletter arrived, I am up a handsome 43% on Mindray, 41% on CMED, 33% on TOMO, and 30% on China Mobile. While I have not bought all of your recommendations, (wish I had), I am up nicely in each of the stocks I purchased from your recommended list. Today alone, my 1,000 share position of MR was up $460... I'd say that more than pays for my subscription!
— M. Clausen
Des Moines, Iowa
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